We will often create a Quote using a generic Customer account when dealing with companies that we have not sold to before. If we get the business then we'll create a Customer account. Would be nice if we could change the Customer ID when we convert the Quote into a Sales Order (similar to the new Copy functionality coming in 7.4 from what I understand). This would allow us to swap from the generic account to the newly created account during the conversion.

We currently have a source code customization in place to handle this situation but would prefer that it be an option within the base system.

by: Darryl P. | over a year ago | 3 - Sales & Distribution