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Former Member
Mar 02, 2009 at 06:57 PM

Quotation

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If we create a one time customer when a quotation is created for that customer and if the quotation is approved by the customer and the sales order is created, is it possible to have the system change the account group from one time customer to account group 0001 (sold to party).

Or is there a way to categorize new customers into a different account group and once the quotation is referenced to create a sales order then change the account group to 0001.

Thanks