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Expected Ship Date on a Quote is not holding when converted to a Sales Order.

edited May 20, 2024 9:23PM in Ask A Guru 5 comments

The Expected Ship Date (field known as Ship End Date) on Quote has a entered value. When converted to a Sales Order the filed on the Sales Order changes to the current date.

How can I set things up so that the sales order End date field can handle both scenarios:

1- no quote entered. go right to a sales order. the date should show current date.

2- Quote entered with a specific date, the date on the quote transfers over to the sales order.

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