on 2019 Sep 18 7:44 AM
C4C sales cloud _ how to convert opportunity to order without using quote objects ?
our compay did not use Quote features; we have a req; convert opportunity to order , how to do this ? pls adviceRequest clarification before answering.
Dear Lisa,
You can directly do this from the sales document facet of an opportunity, you can click on create sales order and the details of opportunity are copied to the order creation screen. Once you save the order, BTD reference will be created between Order and Opportunity(as predecessor) , document flow will be updated in both objects.
Regards,
Manideep Satya
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