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Can we create a Sales Quote without entering Opportunity ID ?

  • 1 November 2023
  • 3 replies
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Hi Team,

Can we create a Sales Quote without entering Opportunity ID ?

 

 

Note: Acumatica Version 2020R1

 

Best Regards,

NNT

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Best answer by ChandraM 1 November 2023, 11:47

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J
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Hi @nhatnghetinh,

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

 

Jini N
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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

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

Chandra M

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