Status

DONE 

Author

Feature No.

DAC-1692 - Getting issue details... STATUS

Test Case No.

DAC-1696 - Getting issue details... STATUS

Related Features
Tenant

Product

Version(s)

2025.0.0, 3.20.0-DAC

Conf. for Technical Upgrade

No

General Description of the Feature

This feature introduces the ability to create a Business Partner (BP) during the creation of a Multi-Unit Sales (MUS) lead/opportunity. This enhancement streamlines the lead/opportunity creation process by allowing users to add new company BPs on the spot without interrupting their workflow.

Create Business Partner Functionality:

  • A "+" (plus) button has been added to the Business Partner grid list, accessible during the creation of a multi-unit lead/opportunity.
  • Users can create a new company BP directly from this interface if an existing BP is not suitable, ensuring a seamless and uninterrupted lead/opportunity creation process.
  • This functionality mirrors the existing process used in retail scenarios.

Business Benefit 

This enhancement improves the efficiency and flexibility of the MUS lead/opportunity creation process by allowing users to create new Business Partners without disrupting their workflow.


Configuration 

N/A


Additional Information

N/A



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