Skip to main content
Solved

Create Customer Order from Opportunity

  • December 15, 2021
  • 2 replies
  • 108 views

Forum|alt.badge.img+10
  • Sidekick (Customer)
  • 133 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

 

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

View original
Did this topic help you find an answer to your question?
This topic has been closed for comments

2 replies

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


Forum|alt.badge.img+10
  • Author
  • Sidekick (Customer)
  • 133 replies
  • 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


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings