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en:start:tasks:record_management:convert_record [2016/10/21 13:38] admin created |
en:start:tasks:record_management:convert_record [2016/10/21 13:45] admin |
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| ====== Convert Record ====== | ====== Convert Record ====== | ||
| - | This task allows you to convert the current Quote or SalesOrder into a Invoice, like the internal routine does. | + | This task allows you to convert the current Record, like the internal routine does. For instance you can use the task "Convert Record" to fill the fields of new record for the Record you create. |
| - | Additional you could define fields, which you could fill up individually. You have to use this, if you defined custom fields, which should be transfered from the old record into the Invoice. | + | Additional you could define fields, which you could fill up individually. You may use this, if you define custom fields, which should be transfered from the old record into the new one. |
| After the conversation the original Record (Quote/SalesOrder) **will NOT be deleted**. If you want to do this, you need to delete the record manually. | After the conversation the original Record (Quote/SalesOrder) **will NOT be deleted**. If you want to do this, you need to delete the record manually. | ||