Name of Feature/Request: FF Request- Ability for Attachments Associated with a SO to be transferred to a Task created from that SO
What financial, time savings, or quality of life improvements will occur from this: Ability for Attachments Associated with a SO to be transferred to a Task created from that SO | Frequency: Daily | They need this request in order to be able to start with Sales orders, and create the task associated with the Sales Order after the Sales Order Gets approved. This way any approval documents or details can be carried over from SO to the Task.
Attempted Solutions So Far: The current work around is to create the Sales order from the task in order for the attachments to carryover. However this doesn’t meet the requested functionality, as they would like to be able to create the task from the sales order instead.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: Currently you have to create a Sales order from a Task in order for the attachments to transfer between the two
StrivenID: 3622410