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1. Verify Quote Tab Setup

  • Investigate and resolve the issue with the Quote tab not appearing.

  • Check if the Quote object was renamed.

2. Cross-Reference Table Issue

  • Investigate why the quantity field does not open until a second line is added in sales orders in UAT.

  • Confirm if unit prices are populating correctly and fix any discrepancies.

  • Need type ahead search for Cross Reference No.

3. Compile and Move Objects to Production - Bilal

  • Finalize changes in UAT.

  • Move metadata (tables, objects, and program changes) to the production instance via change set.

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