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Former Member

Creating sales order from Service ticket follow-up

Hi Guys,

I have a requirement where user can create "sales order" from service ticket page directly as follow-up.  Currently there are only 4 options available as shown in below screen shot.

I need to add 5th option for creating "sales order". Can anyone please advise how to proceed and achieve it.

Regards

Nitin

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    Former Member
    Oct 29, 2015 at 02:15 PM

    Hi Nitin,

    it's not possible to add another follow-up in order to create direct sales orders. You should create a sales quote from your ticket and then manually create a sales order or develp a custom solution, enhance the ticket bo, add a custom button with an action that will create a new sales order.

    Regards

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