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Currently when a Project Quotation is confirmed there isn’t any direct action to create the Sales Order. The only option available is through "transfer from quotation" and then a item requirement sales order is created.
The proposal of this idea is to include the same functionality in Project Quotations which exists currently in Sales and Marketing quotation, where you can create and link the sales order directly from the quote.
This functionality has several advantages like now:
1. Shall be able to consult the sales order linked to the quotation and vice versa.
2. Direct Delivery functionality available.
3. To link a Purchase Order or Manufacturing Order (depends on item sourcing).
4. Once item is delivered, possibility to generate the invoice as other sales order in the project.
5. Any other functionality related to Sales Order document.
The proposal of this idea is to include the same functionality in Project Quotations which exists currently in Sales and Marketing quotation, where you can create and link the sales order directly from the quote.
This functionality has several advantages like now:
1. Shall be able to consult the sales order linked to the quotation and vice versa.
2. Direct Delivery functionality available.
3. To link a Purchase Order or Manufacturing Order (depends on item sourcing).
4. Once item is delivered, possibility to generate the invoice as other sales order in the project.
5. Any other functionality related to Sales Order document.
STATUS DETAILS
Needs Votes