Manually Link Estimate to Sales Order
Hi, is there a way to manually link an estimate to a sales order if the user didn’t create the SO from the estimate using the native workflow? I’m trying to set the Created From field on the sales order to establish the link, but it looks like this field doesn’t even appear unless you do it the native way.
Beginner Asked on August 31, 2020 in Administration.
Can’t be done after the fact.
on August 31, 2020.
Thought that might be the case. Thanks.