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Overview
For a streamlined and seamless transition from the Sales Cloud into Goldfinch, YAKTA is using Opportunity to Sales Order integration. This will enable the Skudo Yakta team to keep both Opportunity / Sales order Order lines consistent.
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Create GF Sales Order from SF Opportunity
If the Opportunity Opportunity’s Stage = is Closed Won, Click “Create GF Sales Order” button to create a Sales Order from the opportunity.
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The Items should be linked with Products for Sales orders to add sales lines, you will get the message if it's not linked
After creating Sales order, it will populate on Sales order lookup field on the opportunity
In the Sales order , the related Opporunity will be populated.
When the Opportunity stage is Closed Won, this will check the field (Ready to Create Sales order).
If this checkbox is true (checked), you can click on Ready to Create Sales Order will be checked. (The formula is editable)
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Click the Create GF Sales Order button to create a Sales Order from the opportunity.The Items should be linked with Products for Sales orders to add sales lines, you will get the
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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, it will populate on Sales order the Sales Order lookup field on the opportunity will be populated.
In On the Sales Order, you will have a related opportunitythe Opportunity lookup field will be populated.
Once a Sales Order is created, the Opportunity cannot be moved back to Commitment or Closed Won.