In the preview of the sales quote, the message: No Record Found is triggered.
Reproducing the Issue
- Go to the New Business work center.
- Go to the Sales Quote view and in the Show field enter All Quotes from drop-down and in the Find field enter ABC(where ABC represents the sales quote id).
- Select the Sales Quote ABC and click on the button Preview.
The message: No Record Found is triggered.
The form template for the sales quote is in the status Not Publish, therefore it's not been picked while preview of the sales quote.
- Go to the Application and User Management work center.
- Go to the Business Flexibility view and the Form Template Maintenance sub-view.
- In the Show field from drop-down select Not Publish Form and click on the Go button.
- Using the filter option,search for the Form Template name Sales Quote.
- Select the Sales Quote Template and click on the button Publish.
Once Publish,you will be able to preview the sales quote ABC.
KBA , AP-LP , Lead Processing , How To