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When converting a Sales Quotation to a Customer Order, how do control the Status of the Sales Order Created?

  • 11 April 2024
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We will be implementing IFS CRM in our Cloud 23R2 environment in the second half of the year.  We are testing the conversion of Sales Quotations into Sales Orders and noticed that the Resulting Sales Order is created in a Status of “Released”.  Can we control this so that the Sales Order Created is in a “Planned” Status?

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Best answer by Chamath Kuruppuarachchi 11 April 2024, 19:39

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matt.watters
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This is controlled by the Site setting below, Create CO in Released Status.

  • This is a default value used when converting a sales quotation or a business opportunity into a customer order. If this check box is selected, the option to create a released customer order will be selected when converting a sales quotation or a business opportunity. If it is cleared, the option to create a released customer order will not be selected when converting a sales quotation or a business opportunity. The Planned status is necessary if the customer order is going to be connected to a project.

 

Regards - Matt
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Hello @GECACHALET,

Did you check below setting on the site level.

 

If it is cleared, the option to create a released customer order will not be selected when converting a sales quotation or a business opportunity. The Planned status is necessary if the customer order is going to be connected to a project.

Thanks,

Chamath

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Thank you both very much!

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