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Create Customer Order from Opportunity

  • 15 December 2021
  • 2 replies
  • 91 views

Userlevel 5
Badge +10
  • Sidekick (Customer)
  • 117 replies

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

 

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Best answer by Yeshan Aluthgama 15 December 2021, 20:08

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2 replies

Userlevel 4
Badge +7

Hi Joe,

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

Thanks and Regards,
Yeshan

Userlevel 5
Badge +10

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