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We are using IFS 10. 

For new part business we create a Business Opportunity.  From the Opportunity Line, we create an Estimate.  When the Estimate is complete, we transfer the information back to the Opportunity, confirm the opportunity and create a Sales Quotation.

We use a similar process for existing parts, but skip the Estimate.

When we determine the Sales Quotation is won/lost, we close the Sales Quotation and indicate the won/loss status.  For existing parts, this rolls back to the Business Opportunity line and sets the line to won/loss.  However, this doesn’t happen for new parts.  These stay In Process and there does not seem to be a way to get them finalized.

Is there a way to finalize the status on Business Opportunity lines for new part?

Hi,

You will see the same issue for an existing sales part, if you used an estimate.

RnD has already corrected this issue, so I assume you are in a UPD earlier than APP10 UPD7.

Bug ID you need is 150365. (They have corrected the cause, which was not passing the BO details to SQ, when there is an estimate)

 

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