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Can we create a Sales Quote without entering Opportunity ID ?

  • November 1, 2023
  • 3 replies
  • 137 views
nhatnghetinh
Captain II
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Hi Team,

Can we create a Sales Quote without entering Opportunity ID ?

 

 

Note: Acumatica Version 2020R1

 

Best Regards,

NNT

Best answer by ChandraM

Hi @nhatnghetinh As the Opportunity ID is a mandatory field, you need to select the opportunity ID.

I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/phambaotruong

3 replies

jinin
Pro I
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  • jinin
  • Pro I
  • November 1, 2023

Hi @nhatnghetinh,

We can directly create from the sales order screen without using the opportunity screen.

 

Jini N
Vignesh Ponnusamy
nhatnghetinh
RohitRattan88
nhatnghetinh
Captain II
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  • nhatnghetinh
  • Author
  • Captain II
  • November 1, 2023

Hi @jinin,

This quote belongs to screen Sales Orders (SO301000) but we want to use the quote using screen Sales Quotes (CR304500) of the CRM Module for the sales department to use with Business Account & Contact information without Customer.

 

Best Regards,

NNT

I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/phambaotruong
Vignesh Ponnusamy
jinin
C
Semi-Pro I
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  • ChandraM
  • Semi-Pro I
  • Answer
  • November 1, 2023

Hi @nhatnghetinh As the Opportunity ID is a mandatory field, you need to select the opportunity ID.

Chandra M
Vignesh Ponnusamy
Chris Hackett
RohitRattan88
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