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Business Opportunity Activity

  • January 5, 2026
  • 2 replies
  • 37 views
L
Sidekick (Customer)
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I got a question from a team member, who had made their Business Activity under a Sales Quotation. This Sales Quotation is connected to a Business Opportunity, but the Business Activity doesn’t show in the Business Opportunity - only on the Sales Quotation.

Is this normal in IFS Cloud? We would like to see Business Activities made for Sales Quotations also to show under respective Business Opportunity. We strive to work mostly within the Business opportunity module, and now there is a risk the data regarding the Opportunity becomes fragmented and Activities must be searched for in different places. There might be several opportunities ongoing for each account simultaneously which adds to the risk of fragmented data in my opinion.

Best answer by MAWJLK

Hi Linjen,

 

Business Activities that are created on a Sales Quotation will not automatically show up on the related Business Opportunity in IFS. The Business Opportunity and Sales Quotation each maintain their own separate sets of Business Activities. Any Business Activities made at the Quotation level are stored exclusively within the Sales Quotation component. As a result, these Business Activities only appear in the specific business object where they were originally created.

But as a workaround you have the possibility to connect the same business activity in the business Opportunity which is a manual step where you can see the synced changes from both Sales Quotation and Business Opportunity.

 

Hope this explanation answers your question.

 

Thank you,

Maneesha.

2 replies

M
Do Gooder (Employee)
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  • MAWJLK
  • Do Gooder (Employee)
  • Answer
  • January 5, 2026

Hi Linjen,

 

Business Activities that are created on a Sales Quotation will not automatically show up on the related Business Opportunity in IFS. The Business Opportunity and Sales Quotation each maintain their own separate sets of Business Activities. Any Business Activities made at the Quotation level are stored exclusively within the Sales Quotation component. As a result, these Business Activities only appear in the specific business object where they were originally created.

But as a workaround you have the possibility to connect the same business activity in the business Opportunity which is a manual step where you can see the synced changes from both Sales Quotation and Business Opportunity.

 

Hope this explanation answers your question.

 

Thank you,

Maneesha.

    L
    Sidekick (Customer)
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    • linjen
    • Author
    • Sidekick (Customer)
    • January 7, 2026

    Hi Linjen,

     

    Business Activities that are created on a Sales Quotation will not automatically show up on the related Business Opportunity in IFS. The Business Opportunity and Sales Quotation each maintain their own separate sets of Business Activities. Any Business Activities made at the Quotation level are stored exclusively within the Sales Quotation component. As a result, these Business Activities only appear in the specific business object where they were originally created.

    But as a workaround you have the possibility to connect the same business activity in the business Opportunity which is a manual step where you can see the synced changes from both Sales Quotation and Business Opportunity.

     

    Hope this explanation answers your question.

     

    Thank you,

    Maneesha.

     

    Thank you for the explanation and workaround suggestion!

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