Skip to main content
Answer

"Order" Tab disappeared from Opportunities form after Intercompany

  • September 21, 2023
  • 1 reply
  • 70 views

Hi all,
Has anyone else encountered this issue:

After implementing another entity in intercompany, when navigating to the Opportunities Form, i have noticed the “Order” Tab and “Invoice”  Tab has disappeared.

the below is before intercompany functionality

After intercompany functionality.

This is not a custom field, we have also ensured the Inventory Management feature has been enabled.


Any help on the matter would be highly appreciated.

Best answer by Laura03

Hello Liam,

Here are the specifications from the help, situations that cause the Orders/Invoices tabs to appear on Opportunities screen:

It may help us to know what kind of “Entity” was added… Possibly, a Tenant has been added and Inventory & Order Management group of features is not enabled.  Or, possibly, the Inventory & Order Management features are enabled and a project quote is marked as primary for the opportunity.

1 reply

Laura03
Captain II
Forum|alt.badge.img+19
  • Captain II
  • Answer
  • September 21, 2023

Hello Liam,

Here are the specifications from the help, situations that cause the Orders/Invoices tabs to appear on Opportunities screen:

It may help us to know what kind of “Entity” was added… Possibly, a Tenant has been added and Inventory & Order Management group of features is not enabled.  Or, possibly, the Inventory & Order Management features are enabled and a project quote is marked as primary for the opportunity.