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Workflow Query from Quote to Invoice

Jason Chaplin
on 4/16/14, 12:07 PM 597 views

Hello all,

we want to change the way our automatic workflow from Quote to Invoice

Currently it is;

  1. Quote
  2. Client accepts
  3. Converts to Sales Order
  4. Create Invoice
  5. Done

We want; 1. Quote 2. Supplier quote 3. Client accepts 4. Process order with Supplier 5. (in which) - automatically creates a Task 6. Task complete goes into "Order lines to Invoice" 7. once invoice created 8. Done

I hope this makes sense, if anyone can talk me through how to set this up it would be a great help. I can see the workflows under the settings but didn't want to change anything until I know for sure.

thank you.

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Asked: 4/16/14, 12:07 PM
Seen: 597 times
Last updated: 3/16/15, 8:10 AM