Moving Products to Assets

When a Sales Order or an Opportunity is closed, the associated products can be selectively moved to Assets. The Move Products to Assets dialog box will open when either an Opportunity is set to Closed-Won or a Sales Order is closed.

By default, all associated products will be selected.

To move

  1. Click in the box next to any products you want to eliminate from the move to assets.
  2. Click OK.
  3. Click Yes in the confirmation dialog box if it appears.

All products selected in the Move Products to Assets dialog box appear in the Assets tab on the Account Detail view.

Related Topics

Closing an Opportunity

Assets Overview

 

 

Tell us how we can make the Help better.