Skip to main content
Solved

Sync uploading files from sales order to customer

RaphaelPfaff12
Semi-Pro II

In a sales order, I initiate a document exchange via e-sign so that the order confirmation is signed.


However, this document should not only be in the sales order, but should also be stored in the customer.


Is there a way to automate this?


The manual method of adding files and links is cumbersome.


Thank you! :-)

Best answer by ChandraM

Hi @RaphaelPfaff12 Assuing the expected result is -  the e-signed document attached in the Sales Order should also be attached to the Customer, as shown below Please confirm.

 

View original
Did this topic help you find an answer to your question?

2 replies

C
Semi-Pro I
Forum|alt.badge.img+8
  • ChandraM
  • Semi-Pro I
  • 715 replies
  • Answer
  • August 9, 2024

Hi @RaphaelPfaff12 Assuing the expected result is -  the e-signed document attached in the Sales Order should also be attached to the Customer, as shown below Please confirm.

 

Chandra M
RaphaelPfaff12
Chris Hackett
2 people like this
  • RaphaelPfaff12
    RaphaelPfaff12
  • Chris Hackett
    Chris Hackett
RaphaelPfaff12
Semi-Pro II

Hi @ChandraM in our case, the system dont attached to the customer. Can you share your settings with me? Thank you very much!

Reply


Most helpful members this week

Terms & ConditionsCookie settings

Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved