Robot Requirement

Robot Requirement

SaleOrderDraft


Date : 28-Aug-2024

  • Add Internal Remarks Field:
    • Introduce an "Internal Remarks" field in the Sale Order Draft for internal notes.
  • Filter Option in Manage Sale Order Draft:
    • Add a filter option in the "Manage Sale Order Draft" section to allow users to filter drafts based on specific criteria.
  • Bill To and Ship To Selection:
    • Provide a dropdown or selection option for "Bill To" and "Ship To" addresses in the Sale Order Draft.
  • Editable Only in Open Status:
    • Ensure that the Sale Order Draft can only be edited when it is in the "Open" status.
    NOTE:
    • When converting a Sales Order Draft to a Sales Order from Accounts, the 'Bill To' and 'Ship To' fields should appear as text boxes, automatically populated with values from the draft. For Direct Sales Order Processing, these fields should be presented as drop-down menus.