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Create Customer Order from Opportunity

  • December 15, 2021
  • 2 replies
  • 133 views
J
Sidekick (Customer)
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Hello,

 

Is there somewhere to set this default?  It is the Create Order in Released Status field on the pop-up box when creating a customer order from a Business Opportunity.

 

From the Bus Opportunity header > RMB > Choose Create Customer Order

 

Best answer by Yeshan Aluthgama

Hi Joe,

You can use the “Create CO in Released Status” checkbox in Site->Sales and Procurement->General tab,

Thanks and Regards,
Yeshan

    Y
    H
    Anushi Seneviratne
    This topic has been closed for replies.

    2 replies

    Y
    Hero (Employee)
    Forum|alt.badge.img+7

    Hi Joe,

    You can use the “Create CO in Released Status” checkbox in Site->Sales and Procurement->General tab,

    Thanks and Regards,
    Yeshan

    Anushi Seneviratne
    J
    Sidekick (Customer)
    Forum|alt.badge.img+10
    • jtobin
    • Author
    • Sidekick (Customer)
    • December 15, 2021

    Hello, Yeshan:

    Thank you very much!  I knew it was going to be something I should be able to find.

    I appreciate your help.

    Joann

    Y
    Anushi Seneviratne
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