Skip to main content
Solved

Opportunities --> Sales Quote --> Related Items

  • 28 March 2023
  • 6 replies
  • 176 views

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

6 replies

Laura02
Rank
Badge +18

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.

 

Laura ~ Klear Systems, Inc. Irvine, CA. ~
mbrown30
Rank
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

Kandy Beatty
Rank
Userlevel 7
Badge +16

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. 

 

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
mbrown30
Rank
Userlevel 3
Badge

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

K
Rank

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

mbrown30
Rank
Userlevel 3
Badge

Hi @KeithEvans25 

 

I logged a product idea here. 

 

 

Thanks

 

Matt

 

Reply


Terms & ConditionsCookie settings