Multiple quotation for one sales order
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.
Shalini Chauhan replied
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.