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.