How do I create and sales order in Acumatica submitted through Leaflink

Generate an Acumatica sales order from a Leaflink submitted order

Creating Orders from Leaflink:

  • Navigate to the Leaflink Sales Orders page via general search
    • It is highly recommended to favorite this page!
  • Select LEAFLINKFLOW in the 'Integration ID' box
  • Select the link highlighted order number on the left of table to open order details page
    • Verify customer info is correct and has an Customer ExtAccID
    • Verify all items are mapped with a 'Acumatica Item CD'
  • Click 'CREATE SALES ORDER' at top of page