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

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
    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.

    Thanks,
    Amit Kumar

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