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从报价创建订单
一键将接受的报价转换为订单,以同步产品、数量、定价和税务数据。使用此流程,订单记录会自动直接从报价记录继承这些详细信息。

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一键将接受的报价转换为订单,以同步产品、数量、定价和税务数据。使用此流程,订单记录会自动直接从报价记录继承这些详细信息。
| 适用于:Lightning Experience |
| 适用于启用了事务管理的 Revenue Cloud 的 Enterprise、Unlimited 和 Developer Edition |
| 所需用户权限 | |
|---|---|
| 从报价创建订单: | 从报价创建订单 |
订单记录直接从报价记录复制产品、数量、定价和税务信息。如果您对订单记录进行任何影响税额的更改,Salesforce 会重新计算订单的税额。

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