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

Feb 01 at 01:19 PM


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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

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1 Answer

Best Answer
Amit Kumar
Feb 07 at 03:27 PM

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.

Amit Kumar

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