Update Business Opportunity or Sales Quotation
Explanation
You can update business opportunity- or sales quotation lines if the
estimate process is started from either a business opportunity or a sales
quotation. In the Versions section, click Update
Connected Objects. When an estimate is created based on existing
business opportunity- or sales quotation lines then are the deliverable
lines established at creation of the estimate, with a pegging to the
corresponding opportunity- or quotation lines. This means that the
connection is already there before the estimate process has even started, it
is just a matter of updating the pegged lines when the default version is
Confirmed.
If new top items are added to an estimate it has the following impact;
- If the estimate is created on the base of existing business
opportunity lines then are these also included by a succeeding Update,
i.e. new records are established for the same Business
Opportunity ID and Revision which contains the
business opportunity lines original used for creation of the estimate.
- If the estimate instead is created on the base of existing sales
quotation lines then are either new records established for the same
Quotation No or else is a new Sales Quotation
established. A new Sales Quotation is established if
the site diverse for the new deliverable line compared with the
original.
Cost- and price values are updated for the lines with a connection since
previous. For top items added after creation of the estimate new
opportunity- or quotation lines are established based on the
Confirmed calculation.
Note: If the part number/item name is changed for a top
item which has a pegging to a business opportunity line then the connection
remains. There is no prerequisite to keep the part number/item name in sync
with sales part no and/or description defined for the business opportunity-
or sales quotation lines. This isn’t any condition since a sales part number
can be different from the inventory part number.
Prerequisites
- The estimate must be created based on existing business opportunity-
or sales quotation lines
- Update is enabled if the version is set as included for the customer
and if it is Confirmed.
- It is also a condition that possible pegged business opportunity- or
sales quotation lines aren’t process to a status which prevents an
updated;
-
Business Opportunity
-
Business Opportunity Revision
-
Business Opportunity Lines
- InProgress
- Won
- Lost
- Cancel
-
Sales Quotation
- Canceled
- Rejected
- Lost
- Won
- CO Created
-
Sales Quotation Lines
- Canceled
- Rejected
- Lost
- Won
- CO Created
System Effects
As a result of this activity are;
- Cost- and price values updated for a business opportunity- or a
sales quotation line with a pegging to a corresponding deliverable.
- Items added after creation of the estimate are established as new;
business opportunity lines, sales quotation lines or sales quotation.