Follow-up window customizing in WebUI
I'm doing some modifications in Sales Agreement - Sales contract - Sales Order process.
Everything works perfectly well, but I want to do some customizing in a Follow-up window. When I create new Sales Agreement I can click the "Create Follow-Up" button to create new Sales Contract based on this agreement. On pop-up window I have available transaction types. I would like to eliminate most of them and leave just a few. Can someone please tell me what actions should I perform?
Thank you in advance.
I had to switch on this option:
and then make some changes in
CRM --> Transactions --> Basic Settings --> Copying Control for Business Transactions --> Define Copying Control for Transaction Types