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Question

Sales quote total does not showing

  • 1 July 2024
  • 3 replies
  • 40 views

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

3 replies

nhatnghetinh
Rank
Userlevel 7
Badge +5

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

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Kandy Beatty
Rank
Userlevel 7
Badge +16

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. 

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
KushaniPerera88
Rank
Userlevel 4
Badge +1

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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