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