Data Source Sales Quote Header (Data Source code: CODCQTHB) does not show the Correct Opportunity assigned to the Sales Quote
SAP Hybris Cloud for Customer
Reproducing the Issue
- Go to the Business Analytics work center.
- Go to the Design Data Source View.
- Find and Preview the Data Source Sales Quote Header (CODCQTHB).
- Filter by Preceding Opportunity XYZ (XYZ represent Opportunity ID).
- Select Go to run the report.
- Add Sales Quote charactisic from the available Field Tab.
You can see Sales Quote ABC (ABC represent Sales Quote ID) shows Preceding Opportunity XYZ.
However when you navigate to the Sales Quote ABC in the work center Sales you would see Opportunity DEF (DEF represents the Opportunity ID).
Data source Sales Quote Header (CODCQTHB) contains a characteristic Preceding Opportunity.
The system searches only for preceding opportunities related to this Quote.
To identify all Opportunities that are related to a Sales Quote please follow the below steps:
- Go to the Sales work center.
- Search and find Sales Quote ABC.
- Open Assigned Opporunity.
- Move to the tab Related Opportunities.
- Here you will see a list of opportunities releated to Sales Quote ABC.
We also suggest you use the Data Source Opportunity BTD Reference (Data Source code: CODOPPBTDB) instead off Sales Quote Header (Data Source code:CODCQTHB).
This data source contains the direct predecessors and successors of an opportunity.
KBA , LOD-LE-CQP , Customer Quote Processing , Problem