When we add an opportunity to a sales order it wor...
# generalj
Joe Morreale
07/15/2022, 12:46 PMWhen we add an opportunity to a sales order it works great, and brings over the information on the sales order we want. The issue we have is if we need to remove or replace the opportunity (customer decides to keep their traded in vehicle). I cant find a way to remove the opportunity from the sales order. Anyone have an idea?
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Tristan Day
07/15/2022, 1:28 PMWhy do you want to do that? Why not just set the SO as closed?
Tristan Day
07/15/2022, 1:29 PMor set the opp as lost?
j
Joe Morreale
07/15/2022, 1:30 PMFor example a salesperson enters the wrong Opp
Joe Morreale
07/15/2022, 1:30 PMwe still want to be able to use the sales order and link the proper Opp
Joe Morreale
07/15/2022, 1:31 PMDoesnt happen too often, but I was able to find a code to use in the console to remove it.
Joe Morreale
07/15/2022, 1:31 PMIt still leaves the opp as closed, but thats not a big issues
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