Move Not Approved Sale Back to Sold
This article will provide an overview on how to move a Not Approved Sale record back to the Sold state so it can be approved.
It is important to note that if you are moving a Not Approved sale record back to Sold that the Sign Date be in an active accounting period, before completing this transition consult with the head of your accounting/finance team to ensure your sign date is in the correct current accounting period.
Steps to Move Back to Sold
1. To move a Sale record back to the Sold State, click the Move Back to Sold Transition on the Sale Record.
2. Complete fields and click Save (all fields must be completed). Upon Saving, the record will move to the Sold State. See below for field details and automations.
Move Back to Sold Field Details
The following fields are the Move Back to Sold Transition fields that are included in the base Sales Blueprint. Your company may have modified these fields based on your companies process around moving a not approved sale record back to the Sold State.
- Sign Date - Date the Sale was signed. If the original Sign Date's accounting period is closed, update the Sign Date to the 1st day of the current accounting period.
- Job Standing - Current standing of the Job (e.g., Active, Closed, Hold).
Automations After Move Back to Sold
Quote Field Updates
- The Status field is updated back to Sold.
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