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Hello everyone,
I need little guidance.
Can we stop the Auto creation of Sales orders after Quotation?
Is there any option available in the Sales&Marketing->Setup->parameter or workflow? Or any other way? Inside setup-> Parameter I tried to find it but didn't have any luck.
Thanks in advance.
Hi Dharma,
Together with the client, I would search for a workaround and not break the existing standard integration. What to suggest would be dependent if there are specific reasons to wait for several days. Maybe there is an old reason which is not valid anymore.
Hi Andre,
Thanks for your quick reply.
Actually, one of our client's user asked me that is there any option there or not. I didn't know so so I ask in the community.
He told us, "Anyhow I m going to create the SO but sometimes I do not create it instantly, We prepare the SO after 1 or 2 days".
Hi Dharma, This has been discussed before, Although Not verified answer but still good to check this out.
community.dynamics.com/.../sales-quotation-to-sales-order
As Andre asked, what is the business requirement to stop this process?
Hi Dharma,
I'm also not aware if there is support for this. What is the reason for not creating an order after you won the quotation?
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