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Opportunities --> Sales Quote --> Related Items

  • 28 March 2023
  • 4 replies
  • 107 views

Userlevel 3
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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

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Best answer by Kandy Beatty 28 March 2023, 14:38

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4 replies

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

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