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Opportunities --> Sales Quote --> Related Items


mbrown30
Jr Varsity III
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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

Best answer by Kandy Beatty

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. 

 

 

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6 replies

Laura02
Captain II
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  • Captain II
  • 3135 replies
  • March 28, 2023

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.

 


mbrown30
Jr Varsity III
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  • Author
  • Jr Varsity III
  • 21 replies
  • March 28, 2023

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


Kandy Beatty
Captain II
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  • Captain II
  • 2183 replies
  • Answer
  • March 28, 2023

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. 

 

 


mbrown30
Jr Varsity III
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  • Author
  • Jr Varsity III
  • 21 replies
  • March 28, 2023

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


Hello, is anyone aware of further updates on this question?


mbrown30
Jr Varsity III
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  • Author
  • Jr Varsity III
  • 21 replies
  • May 3, 2024

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