When creating a quote or an order within SageCRM, it is currently impossible to designate the sales Order Number rather it autopopulates the next Automatic Sales Order Number. Due to the nature of some sales orders having actual meaning depending on location and date, this number cannot be arbitrarily determined and sometimes needs to be able to be manually configured.
by: Doug G. | over a year ago | Customer Mgment (CRM)
Comments
I believe I am looking for the same exact thing Doug is looking for but want to reiterate and double check. I would like to attach (designate) a currently existing Sales Order created from within MAS to an opportunity created from SageCRM. We have times where orders are entered in MAS before an opportunity can be created within Sage CRM so we would like to be able to match the two after the fact, rather than only have the ability to create a new sales order from the opportunity.