Preceding Reference Mandatory for Orders

[Former Member]

Hi gurus

How do i configure CRM 5.0 so that preceding doc (say a quote) is a must for creation of orders. Right now I just see configuraiton at item level and not header.

Thanks

Jai

[Former Member]

Hello Jai,

Presently in the standard configuration, we dont have an option of making quotation as mandatory, because business may not need that.

It is a development.

To determine quotation automatically when ever the sales order is created, we have an option in IMG>CRM>Transactions>Basic settings> Define transaction types.

select the transaction (order type) for which you need to detemine quotation.

go to DETAILS

U will find Quotation detemination. select from the pop-up, you required.

save. and check the transaction.

<b>Reward Points If it helps</b>

Regards

Yawanth.K