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Create opport/quote/order/inv prod through workflow CRM 4.0
HelloWorld
Member Posts: 2
Hello,
I'm trying to implement a workflow that creates several opportunity products from the moment an opportunity has been created.
I seem to be unable to select the entity "Opportunity product" when I create a step of the type "create record".
It seems to be the same for quote product, order product and invoice product.
An example for what I might do :
From the moment an invoice is created, there should be an invoice line (= invoice product) adding the product "transport" to my invoice. This way, users should only type the quantity, and cannot forget to add the product.
Is there any way to resolve this?
TIA!
I'm trying to implement a workflow that creates several opportunity products from the moment an opportunity has been created.
I seem to be unable to select the entity "Opportunity product" when I create a step of the type "create record".
It seems to be the same for quote product, order product and invoice product.
An example for what I might do :
From the moment an invoice is created, there should be an invoice line (= invoice product) adding the product "transport" to my invoice. This way, users should only type the quantity, and cannot forget to add the product.
Is there any way to resolve this?
TIA!
0
Comments
To invoice subscriptions I would like to create a new order based on an invoice for the last period. So when the invoice is sent to the customer the order for the next period is created.
Doe anyone know how to clone an order. Or how to modify workflow so quote/order/invoice /contract lines can be created