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when you release a quote that has a new contact (not yet a customer) you get the following action message:
" You cannot Release Quote or Make Order unless you specify a customer on the quote. Do you want to create customer(s) now?"
From a user case perspective, the control should only apply with the action "Make Order", customers use release status to trigger an internal approval workflows (before sending it to the customer) or to know that the quote has been send and is waiting to be accepted, therefore you don't want to create a new customer unless the quote is accepted.
Looking forward to your feedback!
Thanks,
" You cannot Release Quote or Make Order unless you specify a customer on the quote. Do you want to create customer(s) now?"
From a user case perspective, the control should only apply with the action "Make Order", customers use release status to trigger an internal approval workflows (before sending it to the customer) or to know that the quote has been send and is waiting to be accepted, therefore you don't want to create a new customer unless the quote is accepted.
Looking forward to your feedback!
Thanks,
STATUS DETAILS
Needs Votes
Business Central Team (administrator)
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team