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  • The Products on the Opportunity must be linked to Items

    • You will get an error message if it's not linked

    • Default Purchasing Type from Item will be copied to the Sales Line.

  • After creating a Sales Order, the Sales Order lookup field on the opportunity will be populated.

  • On the Sales Order, the Opportunity lookup field will be populated.

  • Once a Sales Order is created, you cannot change the Opportunity Status any more.