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Docman: When is a customer order line connected to a business opportunity line?

  • Apr 7, 2020 12:20 PM UTC
  • 2 replies
  • 240 views

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Hi all,

To my understanding the flow from a business opportunity to order is this:

Business opportunity → Sales quotation → Customer order

However, when looking at existing object connection transformations (apps10) there is this one:

Sales_Object_Transform_API.Transf_Order_Line_To_Opp_Line

However, it is not working in our setup, and it seems to require that:

business_opportunity_line_tab.con_object_type = ‘Customer Order’. Hence, a direct connection.

Question: When is the Reference Type in Opportunity Line = ‘Customer Order’?

 

Best answer by jabous

Once the sales quotation line is converted into a customer order line,  then the Reference Type in Opportunity Line, will change from Sales Quotation to Customer Order.  

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2 replies

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  • Superhero (Employee)
  • Answer
  • Apr 8, 2020 3:35 PM UTC

Once the sales quotation line is converted into a customer order line,  then the Reference Type in Opportunity Line, will change from Sales Quotation to Customer Order.  


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  • Superhero (Employee)
  • Apr 8, 2020 5:59 PM UTC

In addition you can RMB on the Line and create a customer order from the opportunity.  You do not need to create a sale quotation first.