Skip to Main Content
Product Suggestions
Categories Access Dimensions
Created by Guest
Created on Jun 13, 2024

Dimensions Pro Forma Creation

When we confirm a quote it creates a Sales Order in Access Dimensions - is there a way to have a flag on the quote screen that says create Pro Forma and then the integration then creates a Pro Forma instead of a Sales Order ?

The only difference between a Sales Order and a Pro Forma is that [ORD_HEADER].[OH_PRIORITY] = 0 for Sales order and [ORD_HEADER].[OH_PRIORITY] = 3 for Pro Forma

  • Attach files