We have a customer who has a large quantity of recurring sales orders. Customers reorder the same items on a weekly/monthly/quarterly schedule. They would like to be able to have these recurring orders generated automatically.
Today, they’re using quotes as templates for the various recurring customer orders and when it’s time to create an actually sales order, they use the “Copy Order” action to copy the quote to a new sales order.
They would like to automate that process.
I’d like to use a Business Event to automatically copy the quote to a new sales order through an import scenario.
I see that there’s a Field/Action in the import scenario screen for that action, but I don’t know how the rest of the import scenario lines need to be configured to support that function.
Has anyone had success with this?
Best answer by ChandrasekharMView original