Fry Chef
Fry Chef

Converting Quote to a work order

Jump to solution

Is there a way to add a Button to create a work order from the quote screen?

0 Likes
Reply
1 Solution

Accepted Solutions
Highlighted
Grill Chef
Grill Chef

Re: Converting Quote to a work order

Jump to solution

Yes you would just need to Create a new SFM form the ServiceMax Setup > Service Flow Manager > SFM Transaction & Doc Designer

Easiest would be to clone an Existing one - Rename the SFM > Change the Use data from to "Service Quote" object and then follow the Mapping and Screen Designers steps from there - hope this helps!

View solution in original post

Highlighted
Grill Chef
Grill Chef

Re: Converting Quote to a work order

Jump to solution

Yes you would just need to Create a new SFM form the ServiceMax Setup > Service Flow Manager > SFM Transaction & Doc Designer

Easiest would be to clone an Existing one - Rename the SFM > Change the Use data from to "Service Quote" object and then follow the Mapping and Screen Designers steps from there - hope this helps!

View solution in original post