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Sales quote total does not showing


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Hi,

I have an issue which is when an opportunity is converted to a sales quote it does not create the total in the summery area. Once an amount is entered to the freight (Value or Zero) the total showing up. Any possible reasons?

 

Thanks,

Dulanjana

Best answer by KushaniPerera88

Hi @dsenevirathne54 

I did some testing in my local and the tax values populated in the sales quote as below

  • Created the opportunity ( Tax is populated by the line item that is taxable in the details tab)

 

  • Then I created the sales quote and the tax values populated correctly
     


I would recommend you to test this process without customization in the sales quotes screen.
 

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3 replies

nhatnghetinh
Captain II
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Hi @dsenevirathne54 

Please check whether your Sales Quote screen has Customization? Because I see there are some fields that are different from the standard Sales Quote screen.

 

Best Regards,

NNT


Kandy Beatty
Captain II
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  • Captain II
  • 2183 replies
  • July 1, 2024

HI @dsenevirathne54 

I tested this in my local version and get the same results you do:

 

This looks to be the way the system is set up. 

 


KushaniPerera88
Acumatica Employee
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  • Acumatica Employee
  • 44 replies
  • Answer
  • August 26, 2024

Hi @dsenevirathne54 

I did some testing in my local and the tax values populated in the sales quote as below

  • Created the opportunity ( Tax is populated by the line item that is taxable in the details tab)

 

  • Then I created the sales quote and the tax values populated correctly
     


I would recommend you to test this process without customization in the sales quotes screen.
 


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