Hi,
I’m wanting to use the automation between Sales Contracts and Business Opportunities - whereby when I create a Business Opportunity and then create a Sales Contract from that Business Opportunity, if I add or remove lines on my Sales Contract the Business Opportunity is updated. This works really well for having an accurate pipeline etc. with no duplication of data entry between the BO and SC.
However, once the Sales Contract is activated and we create a Project using the Sales Contract - I no longer want the link between the Business Opportunity and the Sales Contract. I would need the Business Opportunity to become “static” a bit like once you create a Customer Order from a Business Opportunity, it doesn’t auto update.
Is there any way to achieve this using OOTB?
Why would customers want to the BO to be continuously updated AFTER an active Project is linked to the Sales Contract (which is linked to a Business Opp). Struggling to see the use case for this functionality.
Currently on Apps 10 V23. Implementing Cloud 24R2 next year.