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Overview

In this article we want to allow users to convert a Quote to an Order and open the new Order record. The business requirements are as follows:  

Rule # Description
1 Convert a Quote into an Order with the click of a button.
2 Any Quote Products related to the Quote to be converted into Order Products.
3 The newly created Order to be opened

The North52 Decision Suite solution works like this:

  • A Formula is set up on the Quote entity that
    • Converts a Quote into an Order
    • Converts all the Quote Products into Order Products as well
    • Opens the new Order
  • A Quick Ribbon is created which triggers the above Formula

Set up Formula and Quick Ribbon

Formula 

  • Create a new Formula, setting the following values in the Formula Guide:
    • Source Entity set to Quote
    • Set Formula Type to Action
    • Select the Classic Formula editor
  • Change the Name of the Formula to Convert Quote to Order
  • Copy and paste the following into the Formula editor: 
    Smartflow(

  iftrue([quote.statecode]= 0,
    UpdateRecord('quote', [quote.quoteid], SetAttributeStatus(  1 ,   3))
  ),

  UpdateRecord('quote', [quote.quoteid], SetAttributeStatus( 2 , 4)),

  SetVar('newOrder',ConvertQuotetoSalesorder([quote.quoteid])),

  OpenEntityForm('salesorder',GetVar('newOrder'))
)
  • Click Save

Quick Ribbon

For steps on how to add a Quick Ribbon please see this article.

Testing

To test this, open up a Quote with Quote Products and click the Quick Ribbon button:

Did you know?

North52 Decision Suite helps organizations in all Industries

The North52 Decision Suite allows organizations to manage and automate the many decisions found in your processes. North52 helps:

  • Automate costly and repetitive decisions
  • Monitor and improve the quality of decisions
  • Ensure consistency
  • Enable fast response to change

All organizations in all industries can benefit from software that automate decisions related to risk, compliance, and configuration.

Learn more about the North52 Decision Suite

Keywords: OpenEntityForm, iftrue, ConvertQuotetoSalesorder, UpdateRecord, SetAttributeStatus, SetAttribute, GetVar, SmartFlow, SetVar, Formula Manager