Create Sales Quotation from Business Opportunity Line
Explanation
When your customer has requested a quotation for one or more lines on the
business opportunity, you can create a sales quotation
from these lines. You can select the line or lines
in the Business Opportunity
window and use the Create Sales
Quotation right mouse button option. The Create Sales Quotation from Opportunity
dialog box appears in order to update information.
Prerequisites
- The business opportunity must have the Confirmed status.
- The customer category should either be Customer or Prospect.
System Effects
- A sales quotation is created, using all available information on the business
opportunity header and line. The status of the business opportunity is updated to
In Progress.
- The selected opportunity lines will generate new sales quotation lines. A reference to the originating opportunity line will be stored
on the quotation line. If the opportunity lines belong to different sites, one
sales quotation for each site will be created.
Window
Business Opportunity
Related Window Descriptions
Business Opportunity
Create Sales Quotation from
Business Opportunity
Procedure
- Open the Business Opportunity window, and
search for the required opportunity.
- Select the line or lines from
which you want to create a sales quotation.
- Right-click and then click Create Sales Quotation. The
Create
Sales Quotation from Opportunity dialog box appears.
- If needed, update the wanted delivery date, delivery address and document
address.
- Confirm by clicking OK.