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  • Created by Former user, last modified on 2017-07-18
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Starting Version 2.78 the Picklist Value in the field DocumentType has been changed from "Order" to "Proposal". 

    1. < 100% AND > 0% = Proposal/Order, 
    2. 100% = Order Confirmation, 
    3. 0% = Cancellation.


Workflow

We also added three Workflows which change the Field Document type depending on the Probability (%) that you can activate if needed. 

  • "Set Document Type to Proposal"
  • "Set Document Type to Order Confirmation"
  • "Set Document Type to Cancellation"

So please check the "activate" to use this feature.

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