I have tried unsuccessfully when converting a quote to a sales order to convert only a partial of the quote.
i.e.: Quote has 10 Line Items, but I want to be able to select only 5 of the Line Items when converting to a sales order.
Is this possible?
If so, how?
It’s definitely possible with code. You could either use code to create new order adding on lines needed or maybe even hang a BPM on the process and pass it parameters for the lines you either want to keep or discard.
I don’t think you need to customize anything to do this. Just only select the lines you want to bring over when converting a quote to an order. In the box that pops up when you push it, just uncheck the lines you dont want.
Thank you, Mike. I thought it should be that easy.
However, although 3 of 3 lines are shown in my example, I cannot uncheck any of the boxes.
I have discovered that the problem lies withing a quirk that I am not sure is unique to my company.
Long story short: Upon the INITIAL opening of the Opportunity/Quote entry module, we are restricted from making any changes. But if we simply exit the module and go back in, all is well.
I did test this several times getting in and out of Epicor as well. It is consistent.
Of course your first go to is code…
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