Hi,
In my project we have two different Sales Quotes Document types, the standard Sales Quote document type and the ZCPQ document type wich is used to made CPQ sales quotes.
We create Sales Quotes from Opportunities, the problem is when I created...
We need to determine automatically the Leads Involved Parties like the Lead Owner by rules or something similar. We use “Define Rules for Lead Assignment” to determine the Lead Owner, we need to do the same with our custom Involved Parties. Is there ...
Dear colleagues,
I need to have more than one form template available to select in the Sales Quote's Output Settings. Form template selection rules doesn't work for me because it's a sequence and I need to have more than one form template available...
Dear Colleagues,
In a sales order, to add products, our customer needs to find products by description. Is it possible? Finder only has results for product ID and product name, but we need fo description.
Thanks!
Dear Experts,
My customer wants to see the account's role when call arrives at live activity center. The problem is that their accounts can be "ship-to", "sold-to" etc... and they appear two or more times in the screen.
How can I add a field or ...
Hi Gayatri,I have the same requirement you had, we need multiple form templates for Sales quote output setting. Can you explain me how you did?Thank you in advance,Eduard
