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?
Best answer by AsankaGaru
View original