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Preventing quote to order creation based on a field

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Posted on 25 Jul 2023 18:32:53 by 54
For our order process we have a few conditions that need to be met for a quote to be processed into an order. If all of these conditions are met, then a field is set to /Ready/ and the quote can be converted. I was just wondering how I can achieve this check so that if the field isn't set to /Ready/ the order can't be created. If anyone has any insight on this, that would be so beyond helpful. Thanks!
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    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on 26 Jul 2023 at 02:23:16
    Preventing quote to order creation based on a field
    Hi CalebG,
     
    We can use ribbon workbench to hide/show buttons based on field value:
    About how to use ribbon workbench:
     
    I hope this helps, but please let me know if you need anything else or if you have any other questions.
    thanks,
    Haig Liu
     

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