Summary of steps:
  1. Mark the opportunity as "Closed-Won"
  2. Click the "Sales Order" button on the opportunity view page. This will pass the opportunity and opportunity products into sales order and sales order lines. 
Note:
  • To specifically exclude a product or kit part from passing to the sales order, set the "Sales Order Exclude" option on the product to "True." 
  • The general ledger accounting variables set on the product record will automatically populate on the sales order line for each product unless these variables are specifically over ridden on the opportunity product line. 
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.