The Redisplay Source Documents after Quick Print Sales Order Options are not honored when you start the order or quote from CRM. After you quick print the Quote or Order, the Sales Order window immediately closes, even when you have all of those option settings checked on. This is painful when you have more than one version of the sales order or quote to print. For example, a quote is printed/emailed to the customer, but a different version is needed to send to the salesperson for their review.
by: Jane S. | over a year ago | Sales & Distribution
Comments
Not sure if this is the same thing. Not sure what Redisplay is, but I do have a client who started using CRM to create orders in Sage 100. When they open up the order within CRM and print the order it closes the order screen and does not allow them to print the picking slip. They have to open the order back up which is causing a lot of unnecessary time. I understand it's operating as designed, but can we enhance it to keep that S/O screen open until the customer closes it. I don't think there is any reason why printing the order would require the form to close.