Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 82002

PSA - Sales Order to Project Contract

$
0
0

I am evaluating PSA in Dynamics 365 Online.

I have followed all the tutorials and as far as I understand the Project Contract is just an extension to the Order table.

If I have a Project Contract, I select the drop down box to change it to a regular sales order.

The form flashes a few times and then reverts back.

The same happens if I go from a regular Sales Order to a Project Contract.

If these are the same table, should I not be able to convert the order?

What steps would have to happen for this to happen.

Thanks


Viewing all articles
Browse latest Browse all 82002

Latest Images

Trending Articles



Latest Images