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
View originalHello
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
View originalHI
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.
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
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