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Opportunities --> Sales Quote --> Related Items

  • 28 March 2023
  • 6 replies
  • 157 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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6 replies

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Hi @KeithEvans25 

 

I logged a product idea here. 

 

 

Thanks

 

Matt

 

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

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

Userlevel 7
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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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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

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.

 

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