Closing orders

After we receive and order, we create the invoice with the create
invoice button, however the order is still there as "new" or "pending".

Is there any way to "close" the order as having been received?

0
Biyoojok
2/21/2005 1:45:54 AM
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(CRM is expecting that you would be integrated to an accounting system)

You could write a manual workflow rule to set the order status to Submitted 
and order status reason to (whatever); you may be able to get the workflow 
to trigger on something more useful like creating an invoice, but I haven't 
tried that

Peter


"Biyoojok" <biyoojok@gmail.com> wrote in message 
news:1108950354.051180.116470@l41g2000cwc.googlegroups.com...
> After we receive and order, we create the invoice with the create
> invoice button, however the order is still there as "new" or "pending".
>
> Is there any way to "close" the order as having been received?
> 


0
Peter
2/21/2005 8:26:41 AM
Reply:

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