New quotation: Not all quotation transaction types are available
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,
Pankaj Kumar replied
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.