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August 7, 2023

Sales Order/Quote Invalid Flag

Sales Orders

Users will now be prevented from moving forward with a Sales Order or Quote to other statuses if the order or quote is in an invalid state. You’ll now receive a warning icon that outlines what fields need to be updated in order to make the quote or order valid and move it through to the proper status.

  • What makes a Sales Order or Quote invalid?
  • An item has a quantity <=0
  • A price is negative
  • A required custom field is not filled out

While these requirements were all present before, they were not spelled out or visible to users. This gives users full insights into what fields may be missing for quicker fixes.