Skip to Content
0
Former Member
Sep 26, 2016 at 05:54 PM

how to get marketing approval to convert a customer account group from sales prospect to sold-to party

34 Views

Hi, Please help..

we have two account groups sales prospect and sold-to-party with the same number ranges. on the approval of user, the account group of the customer should be converted to sold-to-party from sales prospect. Please explain where can we get the approval from the user and also what is the customization that drives the conversion of account group.

The customer's information in the sales prospect should be copied into the sold-to-party.

Also, if there is a conversion in the account group, will there be no problem with the customer number when a customer is been already created externally with the same number??

Thanks,

Raj