Allow PO and Quote/SO in CRM to map to Books as PO and Estimate
If you create a PO in CRM you need to create it again in Books and it should automatically map over. Same goes for a Quote as an Estimate or an SO. Or at least be given the choice to avoid duplication of entries.
Stephen J. Lalla shared this idea
JJ Smal commented
Agree. Makes no sense to use Opportunities as there are no details whatsoever on that - with a Quote/SO you'll have the products listed out which can then be presented on the Estimate/Invoicd