How to create a sales order from a request using a price book
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Go to Projects & services > Requests.
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Create a request.
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In the request form, go to the Related to category.
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Click the three dots icon and select a price book.
Note: Check that related Project field is empty.
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Select contact & account and click Save and in the popup window, click Yes.
Note: The order date of the sales order and order item valid from date will be set as the ongoing date.
