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Former Member
Jun 30, 2008 at 03:37 PM

copy control for opportunity to Sales order not working

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Guys,

I am working on CRM 2007. I set up the copy control for transaction types so that I can convert my Custom Opportunity type to a Sales order.

However when I am in my Opportunity and click on Follow of transactions, my order type is not availabel in the selection list.

I was able to set it up for Lead to Opportunity but opportunity to Sales order is not working.

Any help on this?

Ani