SAP Knowledge Base Article - Public

3075119 - How To Link a Sales Quote to an Existing Opportunity, After Quote's Creation

Symptom

You have created a Sales Quote ABC (ABC represents quote ID), from Sales Quotes OWL. Now, you want to link existing Opportunity 123 (123 represents opportunity ID) to this quote, being the Quote a follow-up document to the Opportunity.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to Sales work center, Sales Quotes view. 
  2. Create a new Quote ABC and save it. 
  3. Now, you try to add the existing Opportunity 123 to this quote, but it's not possible via Sales Document tab or Opportunities tab.  

Cause

You have to add it at Sales Quote header.

Resolution

On Quote's ABC header, enable, via adaptation, Opportunity field.

Then, you can add the desired Opportunity 123 as the precedent document from Quote ABC.

Also, the Opportunity 123 will now be visible on the Document Flow tab.

See Also

    2772844 - The Opportunity field is not Copied when creating a new Version of a Sales Quote

2542066 - No Option to Add Existing Sales Quote Under Sales Documents Tab in Opportunity

Keywords

Sales Quotes; Follow-Up; Opportunity; , KBA , LOD-CRM-OPP , Opportunity Management , LOD-LE-CQP , Customer Quote Processing , How To

Product

SAP Cloud for Customer core applications 2105