Configuring Asset Management Flows
For the different Asset Management Flows explained here, you must configure different custom settings.
Enabling Quote/Proposal Flow
- Go to .
- Click Edit next to System Properties.
- Search for Auto Create Order checkbox and select it. For more information, Configuring Proposal Settings.
- Click Save.
Enabling CSR (Order) Flow
Asset Manager is a simple formula field that enables the creation of an order header which in turn is used as a container to manage a customer's assets without a proposal.