Symptom
Sales Quote is not appearing in Project Document Flow however it is available in the Sales quote assignment section.
Reproducing the Issue
- Go to Project Management work center.
- Go to Projects view.
- Show All Projects.
- Find XYZ (XYZ represents the project ID)
- Click Edit - Project Plan.
- Go to the Sales Tracking tab.
- Go to Document Flow subtab.
Cause
Technically there is no any reference between the Project and Sales Qoute, Project documents flow is the mirror object of Sales Order document flow.
After releasing a Sales Order the Sales Quote will be show in the Project document flow as well as in the Sales Order document flow.
Resolution
System works as designed.
Keywords
KBA , SRD-CRM-QUO , Quotations , How To
Product
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