Question

Relinking Opportunity to CRM Quote

  • 5 February 2024
  • 2 replies
  • 26 views
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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.

 

 

2 replies

Samvel Petrosov
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@astramathis30 Is this a custom page?

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
A
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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, @Jin Kim  this is very disappointing that yet another thing can’t be done in Acumatica like it can VERY easily in other systems.

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