Stop Converting quote to Sales order if customer type is Prospect

Jasim · January 14, 2021, 12:39am

Hi,

I am trying to stop converting quote to sales order depending upon customer type. I assume BPM would do the job, but i am not sure which BPM to use and how to use it. Any help would be much appreciated.

Kind Regards,

Jason_Woods · January 14, 2021, 1:38am

If you run a trace, it will show you what Business Object and Method is called. In the Pre-Processing you can set an error based off of a query condition.

Jasim · January 14, 2021, 4:18am

Thanks Jason. Trace helped me a lot.

Kind Regards,