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C4C Document type and document flow

sathish_gentila
Participant
0 Kudos

Hi All,

I have defined the new document types in Business Configuration -- Fine tuning

zopp - Test opportunity

zquo - Test Quotation

When I'm creating the opportunity / quotation I could not find the description as "Test Opportunity / Quotation".

Please advice what configuration is required to visible z documents and where can we maintain the copying controls for these two new z document types.

Thanks

Sathish

Accepted Solutions (0)

Answers (3)

Answers (3)

Former Member
0 Kudos

Hi Sathish,

consider that once you have created an item with a specific document type, u can't delete that document type anymore.

That's just an advice to keep the "document type" dropdown list clean.

Best Regards

Filippo

sabine_ullrich
Explorer
0 Kudos

Hi Sathish,

You have to add the field "document type" to the opportunity and to the sales quote layout. it's hidden. Therefore you have to enter the adaptation mode and edit the master layout. Then you can add the field for example to the header area in the opportunity or sales quote.

Regards,

Sabine

former_member210407
Active Participant
0 Kudos

Hi Sathish,

In addition to what Sabine said, you have also to edit the master layout for the oportunityor quote "quick create".

The document type is defined at creation.

It is not possible to change the document type after creation.

Best regards,

Benjamin

former_member210407
Active Participant
0 Kudos

Hi Sathish,

You have to enable the field "document type" in the UI.

Best regards,

Benjamin

sathish_gentila
Participant
0 Kudos

Hi Benjamin,

Thank for your reply.

Where do I need to Enable document type in UI, Please brief me.

Thanks

Sathish