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Automatically convert sales opportunity to a service contract

  • November 8, 2022
  • 4 replies
  • 281 views
J
Freshman I

Is it possible to convert sales opportunities to service contracts? It is possible to create service orders, but I don’t know how to do the same with service contracts. This would save our team 2-3 minutes per contract on 1,000’s of new contracts per year.

Best answer by Anacarina Calvo

Hi @jwalsh  
We do not have this option at the moment. Here is the idea to include it on the system
 

 

4 replies

Anacarina Calvo
Pro I
Forum|alt.badge.img+4

Hi @jwalsh  
We do not have this option at the moment. Here is the idea to include it on the system
 

 

    J
    Freshman I
    • jwalsh
    • Author
    • Freshman I
    • November 8, 2022

    Thanks for the quick response Anacarina, when I follow that link, I receive a message saying “ You might not be allowed to view this area. Please contact the Community Team if you require access to this area.”; is it possible for me to get access to this idea?

    Chris Hackett
    Community Manager
    Forum|alt.badge.img
    • Chris Hackett
    • Acumatica Community Manager
    • November 8, 2022

    Hi @jwalsh - it appears the login profile you used to sign into the community wasn’t attached to your business account. I have attached and you should be able to access when you login next. 

    Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
      S
      Freshman I

      can we convert an opportunity to a service contract? if not, any specific timeline ?

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