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Registration opens June 9. Be ready when passes drop. Get the green light now - Convince your boss
NSC | Create Sales Order from Opportunity via Workflow
Customers sometimes would need to transform the Opportunity Records to Sales Orders. Opportunity Records are already existing and has a status of Closed Won
In order to achieve this,
1. Create a Saved Search
1. Navigate to Lists > Search > Saved Searches > New
2. Select Opportunity
3. Enter a Search Title
4. On the Criteria, add the following:
• Select Order Fields...
• Order Field: Select Transaction Number : select Empty
• Opportunity Status : is Closed Won (or what status you desire)
5. On the Available Filters, select Internal ID
2. Create a Workflow
1. Navigate to Customization > Workflow > Workflows > New
2. Enter Name
3. On the Record Type, select Opportunity
4. Execute as Admin must be checked
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