Can anyone tell me how to or why you can’t relink a quote to a different opportunity in CR304500.
I’m fairly confident I did this somewhere else in Acumatica recently with another process, but I can’t recall it right now.
Question
Relinking Opportunity to CRM Quote
+8
Acumatica has Sales Quotes and Project Quotes. You can’t re-link quotes in case of Sales Quotes (CR Quote) as Opportunity ID is part of the Key.
But you can do that in case of Project Quotes (PM Quote). The limitation there is that the Customer should be the same on both Opportunities.
Samvel Petrosov | www.iigservices.com | https://www.linkedin.com/in/samvel-petrosov-096880107/
No, It’s the native CR Quote, we just renamed it to CRM Quotes as we had previous used SO301000 for Sales Quotes and Sales Orders but separated once CRM was initiated last year.
Okay,
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.