on 11-12-2007 11:27 PM
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
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
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