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SAP C4C opportunity to quotation conversion

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Hi Experts,

I have few questions regarding Transaction types & follow up documents in sap C4C,

1) Can we create multiple Z transaction types for leads? If yes , please share the details how. If no , please explain why.

2) Can we create Quote from an opportunity as a follow up documents as like lead to an opportunity?If yes , please share the details how. If no , please explain why.

Satisfied replies will be greatly rewarded.

Best Regards,

Praveen K.

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Answers (1)

guenter_wilmer
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ad 1) If you check the fine-tuning activity for Leads, you see that there is no configuration for "Document Types" available. So far, there is no high demand from customers to support document types for Lead Management.

ad 2) You can create surely multiple sales quotes from an Opportunity. If the quote should be created as C4C quote you need to navigate to tab "Sales Document" with the Opportunity and click on New for Sales Quote. You can also create a follow-up Sales Quote in SAP ECC via Actions button (based on setup configuration). Products and related quantities in the Opportunity will be copied to a follow-up Sales Quote.