ID742
Convert Sales Quotes for specified creatorID(s) to Sales Orders (In development)
Output Type: Email
This process will convert quotes into Sales Orders all while ensuring it has the correct contract linked, correct ship to location etc. Please see ID652 for when orders are injected (not quotes) that need updating.
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| ID815 | If This Then That (IFTTT) | No | |
| ID959 | Setup/Delivery Service Call(s) Generated from Sales Order Status | No | |
| ID634 | Sales Order Import Utility | ID742 feeds quotes into ID634 | No |
| ID968 | Insert Meter Readings from External Sources | ID968 required | No |
| ID652 | Direct Sales Order Enhancement | No | |
| ID117 | New Online Order Requested | ID742 will convert your eInfo to a sales order and fix missing info. | No |
| ID448 | EKM (Predictive-Insight) API Integration | No |