Sales: Order Authorisation Date
The system does not allow the users to report the date a Sales Quote is authorised as a Sales Order (or when an Order not quoted is Authorised). The status for Order normally converts to Pick or Pack which is not useful.
The Order is a very important status of the sale process.
The key sales points are:
Quote - includes date
Ship - includes date
Invoice - includes date
Any business measuring the backlog and sales team productivity needs to be able to report on the Order authorisation - it is the point in which the client gives authority to transact a sale. This will also effect CRM reporting.
The Order authorisation date is recorded as it can be viewed in the Sales Order Activity Log. It is a matter of allowing that field to be included in the reporting templates.
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