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Can we create a Sales Quote without entering Opportunity ID ?

  • November 1, 2023
  • 3 replies
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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.

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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.

 

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Jini N
    nhatnghetinh
    Captain II
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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

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

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      Chandra M
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