- 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.