Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 3 Current »

  • Click new to create a new sales quote.

    • Customer and Project will be passed to the sales quote

    • New Fields

      • Serial No.

      • Assigned To

  • There are 3 record types.

    • Click the Change Record Type button to change it.

    • Users are not allowed to enter new sales orders on the project page

  • All orders are converted from sales quotes.

    • Record Type will be passed to Sales Order.

    • Users are not allowed to change Record Type on the SAles Order.

  • No labels