Our company does creates manual shop orders for the pre-assembly of equipment based on forecasted need. Business opportunities and sales quotes are used to anticipate future need. My question is, is there a way to peg a shop order to a business opportunity or sales quote for pre-assembly purposes, since there is no customer order created yet.
Hi
There is no way to peg as requested. But should be possible to attach the information related to the sales quotation or business opportunity as an attachment (Document or Media)
Userlevel 6
+15
Yes , it should be possible as a customization,
thank you for the responses
Reply
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.