SAP Knowledge Base Article - Public

3103406 - Sales Quote Quick View : Action 'Set As Lost' Not Available

Symptom

The action 'set as lost' is not available in the Sales Quote Quick View.

Environment

SAP Cloud for Customer

Reproducing the Issue

Prerequisite: Quick View has been enabled via Company Settings
  1. Go to the Sales work centre
  2. Go to the Sales Quotes view (OWL)
  3. Open any quote which as per status etc. can be set as lost via the Quick View.

Result: the action 'set as lost' is not available. It is not possible to enable the action via Adaptation mode, either.

Cause

The quick view is designed to support so-called one-click actions, i.e. only actions without a popup.

Action "Set as Lost" raises a popup with the reason for rejection.

Therefore, action "Set as Lost" is not supported in the Quote quick view.

Resolution

There are three possible ways to set the quote as lost.

  1. As a workaround you can add the field "Reason for Rejection", which is available in section "Sales Quote Information" on the Quote quick view. Entering the reason for rejection sets the quote to lost.
  2. The action can be executed by selecting the object in the OWL > click More > select Set as lost.
  3. The action can be executed by opening the object TI > click Actions >select Set as lost.

See Also

KBA 2748146 - Action "Set as Lost" Not Available in Sales Quote

Keywords

"Set as Lost", Not Available, Sales Quote, missing, quick view , KBA , LOD-LE-CQP , Customer Quote Processing , How To

Product

SAP Cloud for Customer core applications 2108