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Question

Add Sales Quotation lines to a Selected Customer Order.

  • June 2, 2024
  • 4 replies
  • 75 views

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  • Sidekick (Employee)
  • 7 replies

Hi All, I am currently looking into an option to add Sales Quotation lines that are released, to an existing Customer Order. Have anyone worked on this scenario before?

4 replies

Nikila Dis
Hero (Employee)
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  • Hero (Employee)
  • 79 replies
  • June 3, 2024

Hi @Kishor ,

Seems like this request is a customer specific one and I saw an enhancement request made regarding this functionality. However, in the latest core, I don't think we can add SQ lines to existing Customer orders once the quotation is won.

Regards,

Nikila Dissanayake


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  • Author
  • Sidekick (Employee)
  • 7 replies
  • June 3, 2024

@Nikila Dis yes, we don’t have this feature in the core solution, we may have to implement this as a CRIM. But it’s a good feature to add to the core solution, hope R&D will see this.


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  • Superhero (Employee)
  • 420 replies
  • June 3, 2024

Hi @Kishor ,

If you think this could be a good improvement, create a new Idea in Community and RnD will review it, to be considered in future enhancements.

Regards,

Pilar


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  • Author
  • Sidekick (Employee)
  • 7 replies
  • June 3, 2024

@Pilar Franco I have found a thread already, give it an up upvote: 

 :)