SAP Business One Workflow-Documents (QUOTE,SO,etc not moving to next task

Hi - using SAP B1 10.0 PL2 workflow. Created 'simple' workflow design in studio. All works fine except the tasks from Create Sales Quote to Create Sales Order(for instance)is not carrying over the Sales Quote document to the Sales Order document. After processing the Create Sales Quote task and then opening the Create Sales Order task the Sales Quote is not copied over to the Sales Order - Code is blank in the task. The 'Based On' command is set for each task. This should be simple but I know this application is 'finicky. '