Hi, We have five sales orders those got created 7 ...
# administration
j
Hi, We have five sales orders those got created 7 years ago. For those sales orders, there is a particular SKU (SKU 10532) attached. In this SKU “REVENUE RECOGNITION RULE” is set as Project Percent Complete , “CREATE REVENUE PLANS ON” is set as Project Progress and Create Project checkbox is checked. For these five sales orders, got invoiced and receive the payments and all the related transactions were closed 7 years ago, but they didn’t create any projects for these sales orders, and now there is no requirement to create projects for these sales orders. The problem is these sales orders are displayed in the “Create Projects from Sales Transactions” screen. We need to remove these sales orders from the “Create Projects from Sales Transactions” screen. Please advise on this.
l
Can you just create the projects and close them afterwards?