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Former Member
May 27, 2010 at 05:11 AM

Can not create follow up transaction FS Quotation from Lead in Interaction


Dear All,

We have requirement wherein IC agent should be able create FS Quotation (Transaction type FSO1) from Lead transaction type in WEB UI.

I have made all the necessary cutomization for copy control. FS Quotation is also maintained for all chanel.

Its work fine in CRM Online. I can create FS Quotation from Lead transaction type but in WEB UI when I click on Follow up button from Lead transaction pop will appear but I can not see FS Quotation in pop up window.

What I found after investigation is that transaction type with Financial Contract as Leading business category can not be available for follow up from Lead in web ui but available in CRM online. When I change the leading business category to another one same transaction type can be seen for Follow up from Lead in web ui.

Please let me know if you have any suggestion or faced similar kind of issue.


Pankaj Vispute