Generating Orders Based on Quote Status
Before generating an Order, you must configure a scenario where the data is obtained from a Quote when the Quote reaches a specific stage.
To generate Orders based on Quote Status
1. Go to Quote.
2. Click Edit.
The Quote Edit page is displayed.
3. From the Status list, select the status that you have configured above. (i.e., Accepted)
4. Click Save.
The Order is generated and displayed in the related list for Orders.
Last modified date: 12/14/2021