SAP Knowledge Base Article - Public

2637895 - Create ERP Sales Quote and Create ERP Sales Order Actions Missing in Opportunity With Custom Document Type

Symptom

You created a custom ('Z') document type for opportunities and when you create an opportunity with this custom document type, you notice that Create ERP Sales Quote and/or Create ERP Sales Order actions are missing.

Environment

SAP Hybris Cloud for Customer

Reproducing the Issue

Pre-requisites: you created a custom document type for opportunities.

  1. Go to the Sales work centre.
  2. Go to the Opportunities view.
  3. Open an opportunity which has the respective custom document type.
  4. Click on the Actions button.
  5. Observe the list of actions: Create ERP Sales Quote and/or Create ERP Sales Order are not listed.

Cause

You need to maintain the custom status for the custom document type and select which status allows the creation of ERP sales quote and/or sales order.

Resolution

  1. Go to the Business Configuration work centre.
  2. Open the Opportunites activity.
  3. Click on the Maintain Custom Status hyperlink.
  4. Select the custom document type what you created in the Available Document Types sections.
  5. Select the Create ERP Sales Quote and/or Create ERP Sales Order checkboxes for the statuses where you allow the creation of these documents. After saving this change, the actions should be available.

See Also

2240805 - The Actions "Create ERP Sales Order" and "Create ERP Sales Quote" are Missing in the Opportunity

Keywords

create ERP sales quote, create ERP sales order, custom document type, opportunity , KBA , LOD-CRM-INT-ERP , Integration of C4C with ERP , How To

Product

SAP Cloud for Customer 1802 ; SAP Cloud for Customer 1805