Ideas for Acumatica

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Ability to create 'Credit/Return' Sales Order type directly from Case action

It would be very beneficial if users were able to link a CRM Case directly to a Sales Order, specifically a credit/return type of Sales Order.  Often times, customer issues begin with a CRM case.  Currently, there is no way to automatically generate a new sales order (of a return type) that can be linked to the CRM Case.  Having this link would be extremely beneficial for users.

  • Kevin Miller
  • May 9 2017
  • Future consideration
CRM
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