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A new knowledge base article has been published on our support portal.


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


View this article in full on our support portal