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Outgoing Sales Quotes |
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BC Table: Sales Header (36)
Report: Sales - Quote (1304)
•Printing the Sales Quote will trigger this mapping and save the generated report to Therefore™.
•Converting a Sales Order out of the Sales Quote will not inherit any Therefore™ documents associated to it.
•The documents will remain in Therefore™ but they will not be shown in the Drop Zone on the Sales Order.
•The option Save outgoing documents immediately needs to be activated, as the Sales Quotes might no longer be there later (due to converting it to a Sales Order).
•The option Allow multiple versions avoids creation of multiple documents in Therefore™ when the Sales Quote needs to be printed again after a change.
•The Mapping Type will control if the Connector will be shown or if it will save the created documents in the background only.
