Symptom
When the Sales Quote 123 is set to Won/ Lost the Progress Status becomes Not Relevant.
Environment
1711 and above.
Reproducing the Issue
-
Go to Sales work center.
- Go to Sales Quote view.
- Open Sales Quote 123(where 123 is a Sales Quote).
- Go to Actions and select Set as Lost(or Set as Won).
- Progress status becomes Not Relevant.
Cause
Sales Quote 123 was never communicated to a customer therefore when the quote is cancelled the Progress status is set to Not Relevant.
When a Quote was never communicated to a customer and the Quote is cancelled, the progress status is set to "Not Relevant". When a Quote was send to the customer and afterwards it is cancelled, the status is set to "Lost" or "Won".
Resolution
This is the expected system behavior.
Keywords
Sales Quote, Progress Status , KBA , sales quote , progress , not relevant , LOD-LE-CQP , Customer Quote Processing , Problem