Activate "Create ERP Sales quote" button

[former_member589157]

Hello,

I want to activate "Create ERP Sales quote" button.

I entered in Adaption Mode but when I add new fields don't appear this "Create ERP Sales quote", like in below image.

Can you help me?

Thank you,

André Luís

[former_member589157]

I clicked on "Review changes" or "Adaption changes", because possibly the action "Create ERP Sales Quote" was hide. But this action doesn't appear.

What appears is this:

Can you give me the change ID or other help to find this action?

Thank you,

André Luís

[former_member589157]

Hello Brad,

I don't have this checkboxes "Create ERP Sales Quote and/or Create ERP Sales Order".

I followed other document with your solution but I don't have this functionality, and the problem persists.

Do you have a solution?

Thank you,

André Luís

[banderson]

Hi André

I hope you are well.

Can you elaborate somemore on your specific case.

There are two cases here to which I would like to highlight;

The first case for your consideration:

In previous cases of a similar nature, these have usally been for custom document types by where the actions Create ERP Sales Quote and/or Create ERP Sales Order actions are missing.

In these cases this has been due to the fact that it is required to maintain the custom status for the custom document type and select which status allows the creation of ERP sales quote and/or sales order.

So in these instances customers reported the error after undertaking the following steps ;

1. Go to the Sales work centre.
2. Go to the Opportunities view.
3. Open an opportunity which has the respective custom document type.
4. Click on the Actions button.
5. Observe the list of actions: Create ERP Sales Quote and/or Create ERP Sales Order are not listed.

To resolve this, the following steps needed to be followed;

1. Go to the Business Configuration work centre.
2. Open the Opportunites activity.
3. Click on the Maintain Custom Status hyperlink.
4. Select the custom document type what you created in the Available Document Types sections.
5. Select the Create ERP Sales Quote and/or Create ERP Sales Order checkboxes for the statuses where you allow the creation of these documents. After saving this change, the actions should be available.

The second case for your consideration;

1. Go to the Sales work center.
2. Go to the Opportunities view.
3. Search and open opportunity XYZ (XYZ represents the ID of the opportunity).
4. Select the Actions button -> actions Create ERP Sales Order and Create ERP Sales Quote are missing.

Once a request has been undertaken in an Opportunity and the status of the Opporuntiy is "In Process" , this prohibits further requests to made to Quotes and Orders.

Hence, the respective actions are not visible for this opportunity.

Let me know if this has helped you.

Have a great day!

Brad