Create a follow-up document from CRM Quotation to Opportunity
Here comes a very challenging question.....This is kind of a show stopper and require your guidance on this.
The business scenario:
I have replicated the ECC quotes to CRM. Hereafter, the business will create quotes in CRM. However, the CRM quotes will be repilcated back to ECC because they create Sales order in ECC with reference to the quotations.
I have configured the above settings and it is working fine. However, the business also needs to create an Opportunity as a followup to CRM quotation before the quote is replicated to ECC.
My question is like a Catch 22 situation:
How can I create a follow-up document, Opportunity without releasing the CRM quote at the header level or before releasing it at the Header Level?
The moment I release the CRM Quote at the Header Level it is getting replicated to ECC and cant be referenced further.
I request you to kindly provide solution to this problem.