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  • Hello, Thank you for your response and for taking the time to address my concern. To provide further clarity, I have prepared two screenshots: one of the Sales Order where the Project is linked, and another of the Project itself. The objective is that the Sales Order status is automatically reflected in the Project. Thank…
    in AUTOMATIC SALES ORDER STATUS UPDATE TO PROJECT Comment by User_G3YH3 Aug 14, 2024 1:39AM
  • Thank you @ To clarify, within the Project record, I have linked the Sales Order Reference. However, I would like to emphasize that the Sales Order Status should be automatically displayed within the Project record itself. This feature would allow me to view the status of the Sales Order directly from the Project record,…
    in AUTOMATIC SALES ORDER STATUS UPDATE TO PROJECT Comment by User_G3YH3 Aug 13, 2024 12:59AM