Converting an Opportunity to a Sales Order

  1. On the Opportunities form, select the opportunity that you want to convert.
  2. Click Convert To Order to open the Convert Opportunity to Order modal form.
  3. Select Create Sales Order.
  4. Specify this information:
    Taken By
    The partner ID associated with the current user is displayed. Optionally, select another valid partner ID.
    Warehouse
    The current warehouse is displayed by default. Optionally, select another valid warehouse.
    Terms Code
    Select another valid terms code.
    Ship Via
    Select another valid ship via code.
  5. Click OK to create the new sales order and lines, and to update the opportunity with the new sales order number and the date of the conversion.
Note:  Note: Only sales order type opportunity lines are added to the sales order.