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Estimate to Sales order-transfer info

Last post 05-23-2011 10:23 AM by Method_Michael. 1 replies.
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  • 05-23-2011 9:56 AM

    Estimate to Sales order-transfer info

    Reply Contact

    I am trying to get some new information that I've added to the estimate screen to then carry forward once I choose to convert to sales order.  Which screen do I have to add the action to in order for this to happen?

    Jessica M.

  • 05-23-2011 10:23 AM In reply to

    Re: Estimate to Sales order-transfer info

    Answer
    Reply Contact

    Hi Jessica,

    You would need to modify the actions found on the Create Sales Orders... button on the Estimate screen. The sales order is actually created before you go to the sales order screen.

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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