Converting an Opportunity to a Sales Order
- On the Opportunities form, select the opportunity that you want to convert.
- Click Convert To Order to open the Convert Opportunity to Order modal form.
- Select Create Sales Order.
-
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.
- 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.