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+--- Thread: Invoice, Quote and Sales Order generation from Opportunities (/showthread.php?tid=1803)
Invoice, Quote and Sales Order generation from Opportunities - radu - 05-19-2020
When on a Opportunity with no products related, when I try to generate a new Invoice, the form is opened with no product line(no emty line) in the detail part and the buttons for add product or service do not react. It is the same for QUO and SO generation, i attached an image
If there is any product attached to the opportunity then the product(s) gets added and form looks ok
RE: Invoice, Quote and Sales Order generation from Opportunities - joebordes - 05-21-2020
I'll have a look when I can.
RE: Invoice, Quote and Sales Order generation from Opportunities - radu - 05-22-2020
Ok. Meanwhile my solution was to make a workflow to associate a generic, 0 value product by default to new opportunities. That way when the quo/so/inv gets generated there is already an article on it and user can proceed with modifying or adding new products in detail part. Maybe it helps somebody facing the same issue.
RE: Invoice, Quote and Sales Order generation from Opportunities - joebordes - 05-22-2020
nice solution :-)
RE: Invoice, Quote and Sales Order generation from Opportunities - joebordes - 05-29-2020
we fixed this one. thanks!!
have a nice weekend
RE: Invoice, Quote and Sales Order generation from Opportunities - radu - 06-01-2020
(05-29-2020, 04:53 PM)joebordes Wrote: we fixed this one. thanks!!
have a nice weekend
Works like a charm
. Great!Thanks!