Connect Issue with Sales Order

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1

I believe this would come under “Customisation” or if not then potentially a Feature Request:

I want to connect a current Issue we recently received to a new Sales Order in order to maintain context and clarity for Sales Order.

Is this achievable using Custom field setup or is it more advanced?

Thanks in advance

2

Welcome!

What you’re describing is very achievable, though exactly how you’d do it would depend on the specifics of your goals and implementation. It will be a bit more complicated than just creating a complicated field but still very doable.

If you describe your desired workflow a bit more specifically, we could offer some advice. Would a “create new sales order” button on the issue work, for example?

3

Thanks for your reply Peter.

The goal is to link an Issue item with a Sales Order and show an editable field in both the Issue item and the Sales Order.

This ideal process would be implemented when a specific Issue item requests us to create a Sales Order and the sub-type would be assigned appropriately (e.g. Order Sub-Type=Disconnect Service). The staff member be editing an Issue and would link it via a button or dynamic field that shows the current sales orders and a link to create a new one.

Our workflow is such currently:

  • We receive an email and it is piped to “Issues” list.
  • One of our staff notes it is related to a request/disconnection which means a Sales Order needs to be raised with an appropriate order sub type E.g. ‘Disconnect Service’
  • The Sales Order is then raised in a new tab/window and we copy/paste the issue-URL-link into the notes field (currently) and then update the Issue with a link to the Sales Order.

Hope this makes sense.