Method:Classic General Q&A

Re: Using an existing sales order

MikeB — Tue, 08 May 2012 15:33:39 GMT

Excellent - thanks

Re: Using an existing sales order

Anonymous — Tue, 08 May 2012 15:11:59 GMT

I just want to update this post by saying while this doesn't exist in stock Method CRM, you have the capability to build this feature in yourself through customization (or have one of our Customization Specialists build this for you.). All the actions exist to make a duplicate button, populate the sales order and insert it as a new record and sales order lines. Nothing is impossible with Method.

Re: Using an existing sales order

Anonymous — Tue, 08 May 2012 13:37:33 GMT

MikeB:
Is it possible to use an existing sales order as a basis for a new one?

No. When you select an invoice and load it, any modification to the selected invoice will update the invoice on screen. There is no duplicate invoice feature on the invoice or sales order page.

Using an existing sales order

MikeB — Tue, 08 May 2012 12:57:42 GMT

Is it possible to use an existing sales order as a basis for a new one?

If I select a sales order from the floating grid on the left of the screen, change a couple of things (date, 1 item), will this generate a new invoice (and a new invoice number) or simply save on top of the existing one (with the same invoice number)?

Thanks