Create Sales Quotation from Business Opportunity
Explanation
When your account has requested a quotation, you can create a sales quotation from the business opportunity.
Click Create Sales Quotation on the Business Opportunity page. The Create Sales Quotation 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. The status of the
business opportunity is updated to In Progress.
- All opportunity lines on the main revision 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.