SAP Knowledge Base Article - Public

2770255 - Default Document Type of New Sales Quote

Symptom

When you create a new sales quote, system picks the default document type. You want to know, how does it work?

Environment

SAP Cloud For Customer

Reproducing the Issue

  1. Go to the Sales work center
  2. Go to the Sales Quote view
  3. Select the New button

Here you see default document type picks

Cause

Document type for sales quotes is automatically set to the one selected during the creation of previous sales quotes by the user.

Default document type is based on user.

If you create sales quote with document type as XYZ. Then in the next sales quote, by default picks XYZ as document type.

Resolution

It is an expected system behavior. When you create a new sales quote in the system the document type field is automatically filled based on the document type you have chosen previous while creating the sales quote.

Keywords

Default document Type, Sales Quote , KBA , default document type , sales quote , LOD-LE-CQP , Customer Quote Processing , How To

Product

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions