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triggers to creat a transaction from online form

edited Jun 2, 2025 2:28PM in Ask A Guru 11 comments

Hello

What is the way to generate a sales order (or an opportunity) once the customer fill an external web online form


So the work flow will be like this

1- External Online form (no need to login customer center)

2- Create Sales order (pending approval)

3- Creating a drop ship purchase order to a static account for a supplier - based on the sales order


Thank you for support ?

Amjad Kasem

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