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.
- If Copy CPQ Configurator Lines was selected when using New Sales
Quotation dialog, records in CPQ list of Business Opportunity
Revision will also be copied to the created sales quotation with the respective line
connections.