Solved

Opportunities --> Sales Quote --> Related Items

  • 28 March 2023
  • 4 replies
  • 73 views

Userlevel 3
Badge

Hello

Is it possible to use Related Items in the same way that you can on the Sales Order screen SO301000 with the Sales Quote screen CR304500.

Thanks

Matt

icon

Best answer by kandybeatty49 28 March 2023, 14:38

View original

4 replies

Userlevel 7
Badge +14

Hello @mbrown30 ,

I noticed a similar question that mentions issues with Quote-type Sales orders and related items. Did you see this post?  Perhaps it can help you.

 

Userlevel 3
Badge

Hi Laura

 

It is a slightly different question, the post you shared relates to a Sales Order of type Quote rather than a Sales Quote. 

 

Thanks 

 

Matt

Userlevel 7
Badge +15

HI @mbrown30 

That functionality currently does not exist on Sales Quotes from CRM. You can however do it from the actual Quotes Order Type. I opened the configurator on the Quotes in CRM and it is not an option. 

You could also suggest this be a future item in the Product Ideas. I believe it has value as well. 

 

 

Userlevel 3
Badge

Thanks @kandybeatty49, I will raise it as a Product Idea. 

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2023  Acumatica, Inc. All rights reserved