on 2020 Jan 22 9:11 AM
We have started to use Sales Opportunities in SAP B1 and under stages can link to a sales quotation. We will often update a quotation and re-send to a customer, but the opportunity does not automatically update.
Is there a way to update an opportunity total based on an attached quotation if the quotation changes?
I thought perhaps we could record the sales opportunity doc number against a quotation in a UDF, then when updating a quote check that field and update the opportunity (somehow)
Many thanks
Paul
SAP B1 9.3
Request clarification before answering.
Los cambios en una cotización la hacen sobre la misma cotización o crean nuevas cotizaciones?
Como controlan la versión en la que esta la cotización?.
Saludos,
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I notice this thread which I think is a similar issue.
I struggle to see why this wouldn't be default functionality, unless it is assumed a quotation would not be updated, but rather a new one supplied?
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