The Project Quote “Ship-To Address” does not copy to the Project “Ship-To Address”. We currently have 2021 R2, so I was thinking it might have been fixed in a later version.
Answer
Project Module - Quote to Project Ship To Address
Best answer by Laura03
Hello,
I did a quick test in 2022 R2.
Addresses tab of Project Quote has a “Project Address” and a “Bill-To Address”. There is no project ship-to address on the Project Quote.
Upon Converting to Project, the two above addresses are copied to the Addresses tab of the new Project. There is no Ship-To address on the Project, only Project Address and Bill-To address are copied:
Laura
+19Hello,
I did a quick test in 2022 R2.
Addresses tab of Project Quote has a “Project Address” and a “Bill-To Address”. There is no project ship-to address on the Project Quote.
Upon Converting to Project, the two above addresses are copied to the Addresses tab of the new Project. There is no Ship-To address on the Project, only Project Address and Bill-To address are copied:
Laura
~ Laura Barber, WM Synergy
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