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Former Member
Jul 19, 2013 at 09:38 AM

Contract creation : how to automatically fill in sold-to-party ID previously confirmed?

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Hi everyone,

In IC_AGENT business role, I would like to automatically fill in the sold-to party field with the accound first confirmed in "account indentification".

Meaning the the following steps would be possible :

1- confirm account in "account identification"

2- "Service contract" work center => create new contract

3- Contract to create opens with sold-to-party automatically filled with ID of the account confirmed in step 1.

Is this possible ?

Many thanks,

Eli

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