Create Sales Quotation from Business Opportunity Line
Explanation
When your account 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 on the
Business Opportunity page
and click Create Sales Quotation. The
Create Sales Quotation
from Opportunity dialog appears in order to update information.
Prerequisites
- The business opportunity must have the Confirmed status.
- The account 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.