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
    • On Hold
    • Closed
    • Canceled
  • Business Opportunity Revision
    • Obsolete
  • 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.

Pages

Estimate Deliverables

Activity Diagrams

Create Business Object