SAP Knowledge Base Article - Public

2748146 - Action "Set as Lost" Not Available in Sales Quote

Symptom

You need to set the quote ABC (ABC represents the quote ID), but the action "Set as Lost" is not available.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to the Sales work center.
  2. Go to the Sales Quotes view.
  3. Open the quote ABC. 
  4. Press "Actions".
  5. "Set as Lost" is not available.

Cause

The quote has not been submitted to the approver/customer. Only after the quote has been submitted the system will enable the action "Set as Lost". The submission will update the status "Progress" to "In Process", enabling the action.

Resolution

If you do not want to submit the quote and still be able to set is as "Lost", you can follow the below steps:

  1. Go to the Sales work center.
  2. Go to the Sales Quotes view.
  3. Open the quote ABC.
  4. Press "Edit".
  5. Select a value for the "Reason for Rejection".
  6. Save.
  7. The status is set to "Lost".

See Also

2540377- FAQ for Sales Quotes

Keywords

Set as Lost, Sales Quotes, Not Available , KBA , LOD-LE-CQP , Customer Quote Processing , How To

Product

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions