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BC Table: Sales Header (36)

Report: Sales - Quote (204)

 

conn_md365_bc_033a

 

Printing the Sales Quote will trigger this mapping and save the generated report to Thereforeā„¢.

Converting a Sales Order out of the Sales Quote will not inherit any Thereforeā„¢ documents associated to it.
The documents will remain in Thereforeā„¢, but not be shown in the DropZone on the Sales Order.

The option ā€œSave outgoing documents immediatelyā€ needs to be activated, as the Sales Quotes might no longer be there later (due to converting it to a Sales Order).

The option ā€œAllow multiple versionsā€ avoids creation of multiple documents in Thereforeā„¢ when the Sales Quote needs to be printed again after a change.

 

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