DEVELOPER CENTER
When we convert a lead to a service quote, the only way i can send data to a cost center is if a section exists, but on conversion no section or cost center is created
so to make my api work we end up having to create a dummy cost center then delete it to get a section auto added
is there a way you can make sections auto add to service quotes?
Auto Create Section on Service Quote
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mattkitchin
- Posts: 6
- Joined: Wed Jan 25, 2023 6:28 am
Re: Auto Create Section on Service Quote
Hi Matt,
This function is already existing.
If you have assigned a cost centre to the lead it will automatically create a section and corresponding cost centre when converting a lead to a quote in the API.
Regards
This function is already existing.
If you have assigned a cost centre to the lead it will automatically create a section and corresponding cost centre when converting a lead to a quote in the API.
Regards
Sindre
API Developer | Simpro Software Group
API Developer | Simpro Software Group