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Dec 03, 2018 at 02:31 PM

Creating CRM Quotation from Web UI

215 Views Last edit Jul 16, 2019 at 01:07 PM 2 rev

Hi,

1. I customized new transaction type "Quotation", just copied from standard type "AG"

2. Try to created it from Web UI. Sales Cycle->Quotations->Create. But I can't see my Z-Quotation. But I can see "AG".

3. On the other side: Sales Cycles->Sales Orders->Create. I can see Z-Quotation.

So question is how to create my Z-Quotation from the Quotations?

Not from the Sales Order

Attachments

quotation.jpg (311.1 kB)