Question

Copy Customer Order Lines to a Sales Quotation

  • 21 December 2022
  • 1 reply
  • 80 views

Userlevel 4
Badge +6

Is there a way to copy customer roder lines to a sales quotation?


1 reply

Userlevel 3
Badge +3

Hi @EDCLISA ,

You cannot copy customer order lines to a sales quotation. 

In the Sales flow, even though the Customer Orders and Sales Quotation are connected, they are two different entities so you cannot directly Copy Customer Order Lines to a Sales Quotation.

On the other hand, the Sales flow normally starts with a Sales Quotation and then it is converted to a Customer Order, so copying data from a Customer Order back to Sales Quotation will not be considered as a valid Business requirement. However, you should be able to use Data migration functionality to Copy data from Customer Order Line on to a Sales Quotation.

 

Thank you

Gaveshi

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