SAP Knowledge Base Article - Public

3239048 - It is not possible to copy a CPQ quote.

Symptom

 You attempt to copy a CPQ quote. Unfortunately, it is not possible because the assigned Sales Unit is no longer valid. The user is now assigned to a different organizational unit.

Environment

SAP cloud For Customer

Reproducing the Issue

  1.  Go to the Sales work center
  2. Select the CPQ quote ABC (ABC Stand for the quote ID)
  3. Go to More
  4. Copy
  5. Observe: Error "Sales Unit XYZ (XYZ Sales) must have organizational role Sales." (XYZ stand for the Sales Unit ID)

Cause

CPQ quotes can only be generated if they are consistent, that is, no errors are raised. If the validity of an org unit has expired, an error is raised if a quote for this org unit is created, either manually or by copying.
Because copied CPQ quotes are read-only in C4C from the start, this error cannot be fixed. Unfortunately, in this case, the user cannot use Copy and must instead create the quote manually.

Resolution

 You can create a new quote, then create copies from the new quote with a valid org unit.

Keywords

CPQ, Sales Unit, organizational role, sales role,, quote owl , KBA , LOD-LE-CQP , Customer Quote Processing , Problem

Product

SAP Cloud for Customer add-ins all versions