Hello,
I have sections in customer entry that used to be linked to sales order entry(prior to our upgrade from 9 to Kinetic):
Quote Entry
Order Entry
Any guidance on how to link these again? The person who set them up left the company prior to the upgrade.
Thank you!
If this was happening before there is likely an outdated bpm that needs to be fixed to make it work. If not a trace will show you where you can run the bpm.
The thing you want to be sure of is that it runs once only, so possibly putting it on the OrderDtl table with a condition of an added row and quotenum is not zero.
Then you could copy the data with code or widgets.
