Convert an opportunity to a quote, sales order or invoice
Applies To: Dynamics CRM 2015
Opportunities, quotes, sales orders, and invoices are all part of the sales process. An opportunity is a possibility to sell products and services to a qualified customer. If an opportunity is won, you may convert it to a quote, or to a sales order or an invoice. The catalog products and write-in products that are included in an opportunity are added to a quote, a sales order, or an invoice during conversion. An opportunity, a quote, a sales order, and an invoice share common data that can be reused in the flow of the sales process. The shared data includes user information, product price and discounts, freight amount, total costs, and tax.
Converting an Opportunity to a Quote, a Sales Order, or an Invoice
The following table lists the messages that you can use to convert an opportunity to a quote, a sales order, or an invoice.
Message |
Description |
|---|---|
Generates a quote from an opportunity. |
|
Generates a sales order from an opportunity. |
|
Generates an invoice from an opportunity. |
Copying Products from an Opportunity to a Quote, a Sales Order, or on Invoice
The following table lists the messages that you can use to add products from a new opportunity to existing quotes, invoices, or sales orders.
Message |
Description |
|---|---|
Retrieves the products from an opportunity and copies them to the specified quote. |
|
Retrieves the products from an opportunity and copies them to the specified sales order. |
|
Retrieves the products from an opportunity and copies them to the specified invoice. |
See Also
Opportunity entities
Create an opportunity
Quote, order, and invoice entities
Sales entities (lead, opportunity, competitor, quote, order, invoice)
Opportunity entity messages and methods
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