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Pro-Forma Converted rather than completed

In the list view currently, the document status for a converted pro-forma is completed.  I think it would be really helpful to have the status as converted rather than completed.

wendy matlock

  • Hi Wendy,

    What may not be aware of is that there is an additional column in the Sales Order List which is called 'Source Document No'. Using this you'll be able to see the Order No that the pro-forma was converted to, and conversely, the pro-forma the order was converted from.

    This may provide you with a little more information allowing you to see what has been completed/converted.

*Community Hub is the new name for Sage City