When a Sales Order is created from one of multiple...
# general
b
When a Sales Order is created from one of multiple Estimates linked to the same Opportunity, statuses of all Estimates changes to
Closed Won
automatically. Is that standard behaviour? How would I make it so that all the other Estimates’ status changes to
Other Estimate Won
instead?
I was able to achieve what I wanted using a User Event Script triggered when a Sales Order is created from an Estimate.
👍 1
l
Were you able to change the Document Status itself? Or were you using a custom field to track the status?