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New quotation: Not all quotation transaction types are available

Dear expert

I use the SALESPRO standard business role. In Sales Cycle Work Center, there are: Quotations and Sales Orders.

If I select Quotations and Create New quotation: Only 2 quotations transaction types can be created (in the pop-up list)

If I select Sales Order and Create New Sales Order: Other quotation transaction types can be created (in the pop-up list)

I would like to be able to create all quotation transaction types under the Quotations Logical Link. I don't understand why some belong to the Quotations Logical Link and others belong to the Sales Orders Logical Link. What should I do to have all my quotations transaction types under the Quotations Logical Link?

Thanks in advance,

Stephanie

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Hi

It is due to Leading Transaction Category in transaction--> Basic setting --> define tx type. If you change leading transaction category of quotation that are appearing in Sales Tab To Sales quotation or service quotation then they will appear in that tab.

Best regards

Pankaj

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