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Load template for Sales Quote?

Former Member
0 Kudos

Hello,

I am new to SD.

Is there any way to load a template into a Sales Quotation (so that the same materials are always displayed on the quotation)?

I have tried to use a Create with Reference, but I can't see to get this functionality to work? I put in the quotation (template-like) and it wants more information.

Thanks,

Dan

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Answers (1)

Answers (1)

Former Member
0 Kudos

Hi

I think whenver you are trying to create a quotation with refernce to a quotation you might be getting this message

"Copying from sales document type QT to QT is not supported"

In order to work this functionality you have to maintain copy control settings in VTAA

sales order to sales order copy controls and also dont forget to maintain the copy controls for item category and schedule lines

So maintian the copy controls for QT doc type and also for the item category AGX

regards