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Multiple quotation for one sales order

Hi all,

My requirment is to create one sale order that reference from many quotations. From what I try in CRM, when I want to create a follow-up document, I have to start from the quotation and choose create follow-up document then the sale order will be created. However, that's only good for one quotation one sale order.

What I want is to have a sale order that referenced from many quotations, is this possible in CRM?

Thanks in advance for all the helps.

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Former Member
Former Member replied

Hi Gilbert,

As u rightly said one quotation one sale order as a folow up.

But u can make use of <b>Object Relationship Profile</b>, to be added in ur transaction type of sales order.

So after creating a sales order in refernce to a quotation, u can add other quotation in the Relationship tab which gets added to the Transaction screen.

This will also update the document flow.

    • The object Relationship Profile can be added in trnasaction type as well as Item Category.

Regards,

Shalini Chauhan

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