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Difference between sales quote created in screen CR304500 and SO301000?

  • December 24, 2024
  • 1 reply
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Hello,

could someone explain what is the difference between the sales quote created in screen CR304500 and the sales quote created in screen SO301000? When I should use which screen?

Best answer by kirankspl

  • CR304500 (Opportunities):
    Sales quotes created here are part of the CRM module and are used for pre-sales activities. They are tied to opportunities and focus on managing potential deals with prospects or leads. These quotes have no direct impact on inventory or order management until converted into a sales order.

  • SO301000 (Sales Orders):
    Sales quotes created here are part of the Sales Order Management module and are more formalized. They are typically for existing customers and are integrated with inventory and order processing workflows, allowing easy conversion into sales orders with immediate operational impact.

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  • Freshman II
  • 2 replies
  • Answer
  • December 24, 2024
  • CR304500 (Opportunities):
    Sales quotes created here are part of the CRM module and are used for pre-sales activities. They are tied to opportunities and focus on managing potential deals with prospects or leads. These quotes have no direct impact on inventory or order management until converted into a sales order.

  • SO301000 (Sales Orders):
    Sales quotes created here are part of the Sales Order Management module and are more formalized. They are typically for existing customers and are integrated with inventory and order processing workflows, allowing easy conversion into sales orders with immediate operational impact.


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