Order Management System. What's new
← Version 1.35.34.6

“Copy to Credit” icon on the Sale Order edit form

Sale Order edit form:

  • “Copy to Credit” icon:
    • was added to the Copy Order multi-button;
    • if the all required fields were filled -> is clickable;
    • is clickable for Sale Orders in all statuses;
    • after clicking on the button ->the Customer Credit edit form is opened with all copied info from Sale Order fields:
      • Customer Credit has the same Amount/taxes as on the Sale Order;
      • After Credit was saved as Request -> Status is In Review and Sale Order form is closed;
      • After Credit was saved and approved -> status is Approved and Sale Order form is closed;
    • Customer Credit is displayed in the Sale Order Related Document;
    • Sale Order is displayed in the Customer Credit Related Document.