Acumatica standard behavior sets the Sales Order owner to the user who converts a quote to an order. I’m unable to find a way to set it instead to the Sales Quote owner. I looked in Customer Management and Sales Order Preferences, and in Order Types. And there’s no ability to configure and use an assignment map for Sales Orders. Can this only be done via a customization?
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How to set Sales Order owner to Sales Quote owner when converting quote to order?
Best answer by Manikanta Dhulipudi
Using business events-Import scenario feature we can update the owner based on the document created data field.
+13Using business events-Import scenario feature we can update the owner based on the document created data field.
Acumatica Functional Consultant & Customer Experience Supervisor
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Ah, yes, of course, thanks for the suggestion!
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Hello,
since I would like to add the creator/ owner of the quote, also as a specialist on the order report, I am curious about your solution.
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Alright, thanks for the reply. If I do work something out, I´ll let you know here.
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