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Question

Changing Account name for a Business Opportunity with Sales Quotation as reference

  • October 16, 2025
  • 1 reply
  • 31 views

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It is often the case in our industry, that the Business Opportunity starts with one customer, but the final product is purchased and delivered to another one. Or, that the customer want the Sales Order to be addressed to another of their companies/accounts.

 

Our challenge now is, that we are not able to change the Account of the Business Opportunity, as the Sales Quotation is attached. It is neither possible to change the Account of the Sales Quotation, because that is attached to the Business Opportunity. The only option seems to be to cancel current Business Opportunity and Sales Quotation, and redo them to the new account. Which is a lot of work.

 

Is there a go-around, how we can during the process change the Account connected to Business Opportunity after Sales Quotation has been created (preferable without losing information)?

1 reply

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  • Author
  • Sidekick (Customer)
  • February 5, 2026

Do I understand correctly, that this will be fixed in 25R2 Update? 

 

Change Account in Agreement Opportunity

Enables sales reps to correct or update account associations without recreating the opportunity or customer agreement.
Reduces manual work and data repair, saving time and minimizing the risk of data inconsistencies.
Keeps CRM data aligned with real-world changes, which is critical for accurate reporting, forecasting, and ownership tracking.