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Business Event to use import to create a service order from a service quote using the 'Copy' action

  • April 15, 2024
  • 2 replies
  • 62 views
meagan59
Varsity III
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I have a customer that would like to automate the creation of service orders from orders with a ‘Quote’ behavior using a Business Event with an import.

For example, the RJ type order below is set up with the ‘Quote’ behavior. We need to copy this quote to a SV type order with an import. The import scenario is shown below as well. The import runs, but the new service order is not created.

What are we missing? Is this possible?

 

 

Best answer by meagan59

​@michellew86 We resolved the issue with a customization to a process screen in service to allow the customer to create Service Orders from quotes in mass.

2 replies

M
Freshman I
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  • michellew86
  • Freshman I
  • May 29, 2026

​@meagan59  How did u solve this. One of my client has a similar requirement. I used the “Action” as the Subscriber on the BE.

 

meagan59
Varsity III
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  • meagan59
  • Author
  • Answer
  • June 1, 2026

​@michellew86 We resolved the issue with a customization to a process screen in service to allow the customer to create Service Orders from quotes in mass.

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