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Generating a Case from a New Sales order
This is really a non-specific question, as I need to know if I am on the right path...?
We want to be able to generate a new Case whenever a sales Order is submitted. The Case needs to be related to the Sales Order.
I have created a custom CRM field for Cases that lists transactions and filters for Sales orders. This field is Parent. This gives me a field on the Case named Sales Order, and subtab on the Sales Order for Cases. This part works fine.
Still a rookie with scripting (still pretty good, so I am told), but I am working on a server side User Event script to generate the case when a sales order is submitted.
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