Skip to Content
Menu
You need to be registered to interact with the community.
This question has been flagged
2 Odgovori
5384 Prikazi

Which columns should Import file use to give status "Sales Order" instead of "Quotation" ?

Avatar
Opusti
Best Answer

Hi Peter,

Quotation and Sales Orders using same object (sale.order) but they are differentiated by Status field. If status is in (Draft, Send, Cancel) that mean it is a Quotation, otherwise it is a Sales Order.

Basically you just need to export state column/field during importing file.

Sudhir Arya
ERP Harbor Consulting Services
Skype:sudhir@erpharbor.com
Website: http://www.erpharbor.com
Avatar
Opusti
Avtor Best Answer

Hi Sudhir Arya,

    I added Status columns and filled "Sales Order" but It is still be "Quotation" after importing.

   But It was accepted when status is "'Quotation Sent"

    Do I need to do something else ?

    Could you give me the template you succeeded importing ?

    Thank you so much.


Avatar
Opusti
Related Posts Odgovori Prikazi Aktivnost
4
dec. 23
22773
1
okt. 15
6114
1
jul. 25
1013
1
nov. 24
1148
0
feb. 24
1634