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A

Notes & Attachments to be copied from Sales quotation when converting it to a Sales order.

Anna Lundgren on 7/4/2022 9:11:05 AM

There should be a parameter setting, similar to the Accounts Receivable - Sales setup parameter :

"copy notes when transferring to sales order."

This to ensure that any notes and/or attachments from the sales quotation will carry over to the Sales order.

Category: Sales and marketing
STATUS DETAILS
Needs Votes
Ideas Administrator

Administrator on 8/25/2022 11:16:12 AM

Thank you very much for your input. We do not have any plans to extend this capability, we will however continue to monitor how much in demand such a capability is.