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Former Member
Dec 06, 2011 at 08:27 PM

Prospective Customer Usage

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I am confused. We are using the prospective customer account group (005), that supposedly will let you create a quote and an order but save the order as incomplete until you enter in a valid sold to partner number. I can save and deliver an order using the customer created as a prospect. What am I missing that will make the sales document incomplete until a valid customer number is entered?