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May 04, 2018 at 02:17 PM

How to control what document type can be originated from a specific Quotation?

131 Views Last edit May 11, 2018 at 08:48 PM 2 rev

Hi experts,

A customer has requested that when a Sales Quotation is created, they can control if this Sales Quotation generates a Sales Order or a Contract or other document types (only one doc. type at a time).


Is there a way to control this functionally?

Example: I made a Sales Quotation and I need it to specifically generate a Sales Order. A colleague picked up my quotation by mistake and has created a Contract with it without my permission. I want to be able to control this quotation to only originate a Sales Order