As per the documentation:
What's New in Hybris Cloud for Customer 1611, there is a feature in the
Sales Quote screen, with which users can create follow up documents to
Sales Quotes without having to navigate between. I copy the snippet from the What's New document below:
Creating follow-up Documents without Navigating
Enhanced in this Release You can create follow-up documents directly from the sales quote details view without navigating to their respective tabs. From the sales quote, navigate to New and select the desired follow-up document such as, appointment, task, e-mail, and sales orders.
Note: The follow-up actions will display based on how your Administrator has scoped your solution.
However, the
New button is not visible in the
Sales Quote screen.
Reason:
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The new feature has not been switched on by the key user.
As a follow up activity after the tenant has upgraded, the key user is expected to carry out the following steps to enable the new feature.
- Select the Adapt button.
- Go to Company Settings.
- Under General tab, check the option Enable easy create from object detail view.
- Select the Save and Close button.
Upon next login, all users will be able to see a New button at the bottom of the Sales Quote screen.
The drop-down will allow users to create Tasks, Phone Calls, E-mails, Sales Quotes, Sales Orders and Tickets directlly without having to navigate to different facets.