A Sale Order can be linked to an already existing opportunity by using the below steps. Note that the "bill to" customer of the order must have a quote entered before you can link the opportunity. You might need to go to the opportunity and copy a quote to the "bill to" customer before you can link the opportunity to the order.
A. More:
B. Update Quote Reference:
C. Select:
- When clicked on More, a dropdown menu shows up. Select "Update Quote Reference" option.
B. Update Quote Reference:
- To link the opportunity or quote to this sale order click on this option, when clicked a pop window will show up with the list of opportunities or quotes related to the Customer.
C. Select:
- From the pop up select the required opportunities or quotes related to the Customer by clicking on "Select " button. If there are more opportunities you can search using the Filter tool.