Skip to Content
0

Can't duplicate data from opportunity to quote, when creating quote from opportunity

Feb 01 at 01:19 PM

48

avatar image
Former Member

Dear expert,

here in C4C , when i creating sales quote from opportunity, the previous data I have entered before can't be duplicated automatically to the new quote.

I have checked in another tenant and in the tenant, the data was duplicated. is there any configuration missing?

Thank you

10 |10000 characters needed characters left characters exceeded
* Please Login or Register to Answer, Follow or Comment.

1 Answer

Best Answer
Amit Kumar
Feb 07 at 03:27 PM
0

Dear Rindang,

Please ensure that the Opportunity is consistent by maintaining missing Information appropriately .

For Example , the Opportunity should have currency maintained , Account/ Individual Customer has no sales Data and Inactive involved parties are used.

All necessary data should be maintained and the document has Consistency Status: Consistent .
Kindly Check form your end.

Thanks,
Amit Kumar

Share
10 |10000 characters needed characters left characters exceeded