Create Sales Quotation from Business Opportunity
Explanation
When your customer has requested a quotation, you can create a sales quotation
from the business opportunity. You can use the Create Sales Quotation
right mouse button option
from the header in the Business Opportunity window. The
Create Sales Quotation
dialog box appears in order to update information.
Prerequisites
- The business opportunity must have the Confirmed status.
- The customer category should either be Customer or Prospect.
System Effects
- A sales quotation is created, using all available information on the business
opportunity header. The status of the business opportunity is updated to
In Progress.
- All opportunity lines on the active 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.
Window
Business
Opportunity
Related Window Descriptions
Business Opportunity
Create Sales Quotation from Opportunity
Procedure
- Open
the Business Opportunity
window and search for the required opportunity.
- Right-click and then click Create Sales Quotation. The
Create
Sales Quotation dialog box appears.
- If needed, update the wanted delivery date, delivery address and document
address.
- Confirm by clicking OK.