Automatically add a customer to an order
Good afternoon!
There is a supplier, a client is attached to him.
How can I set it so that when placing an order to a supplier using the "Insert a business process for the purchase of products per employee" action, the name of the client that is associated with this supplier is automatically added to the order?
Original question is available on version: ru
There is a supplier, a client is attached to him.
How can I set it so that when placing an order to a supplier using the "Insert a business process for the purchase of products per employee" action, the name of the client that is associated with this supplier is automatically added to the order?
Answers:
Hello, do you need only the customer's name to be saved in the order, or do you need this contact to become the customer of the order?
In any case, without refinement using this action, this cannot be done.
In any case, without refinement using this action, this cannot be done.
29.07.2021, 14:56
Original comment available on version: ru
This contact must be the customer of the order.
Perhaps you can somehow configure using the action in the BP stage "Fill in the process or contact field"?
Perhaps you can somehow configure using the action in the BP stage "Fill in the process or contact field"?
29.07.2021, 16:01
Original comment available on version: ru
Will there be an answer to this question?
05.08.2021, 15:14
Original comment available on version: ru
Hello, sorry for the delay in replying.
I think the best option is to add a new setting to the action "Set the business process for the purchase of products per employee"
It will only work if the checkbox "Create a separate process for each supplier" is checked.
1 hour
I think the best option is to add a new setting to the action "Set the business process for the purchase of products per employee"
It will only work if the checkbox "Create a separate process for each supplier" is checked.
1 hour
05.08.2021, 18:48
Original comment available on version: ru
Good afternoon, also interested in this revision. Tell me, is it possible to make it at the expense of investments?
Or maybe Elena will agree to divide the financial obligations into 2?)
Or maybe Elena will agree to divide the financial obligations into 2?)
13.11.2021, 14:58
Original comment available on version: ru
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