If a rep puts in an Estimate with a Custom Billing Address, then converts it to a Sales Order, the billing address doesn't come in from the Estimate? Can anyone confirm if this is "normal" behavior?
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KevinJ of Kansas
01/06/2021, 3:45 PM
Seems odd that it wouldn't be maintained.
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ericbirdsall
01/06/2021, 3:47 PM
I just found one that has a stored billing address and it didnt copy to the sales order... this feel like a defect
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KevinJ of Kansas
01/06/2021, 3:50 PM
Agreed. I would expect it to be maintained either way.
KevinJ of Kansas
01/06/2021, 3:50 PM
Custom address or stored address.
KevinJ of Kansas
01/06/2021, 3:50 PM
I'd probably look for scripts that pull the default address from the customer in before filing the defect.