Helllo Experts
we are on CRM 2007.
Our process is creating an opportunity and then creating a follow on quotation document from it.
In the opportunity, we need to determine our organisational data in such a way that only sales org and sales office are determined.
Then when we create the follow on quotation document, I need the quotation's org data profile to re-generate and re-determine the organisational data so that sales org, sales office and sales group values are populated. Is there a configuration setting without undertaking any enhancements that would allow me to do this?
thanks in advance
Ritwik Sharma