SAP Knowledge Base Article - Public

3281455 - Notes in Opportunity are Taken Over In the Customer Information of the Follow Up Document


You created a follow up document such as e.g. a Sales Quote from an Opportunity and the text in the Notes of the Opportunity is taken over in the follow up document in the Customer Information of the Notes in the General tab.


SAP Business ByDesign

Reproducing the Issue

  1. Go to the New Business work center. 
  2. Select the Opportunity List view. 
  3. Open Opportunity ABC (ABC represents the ID of the Opportunity). 
  4. In the General tab you can see that there are Notes maintained. 
  5. Navigate to the Document Flow. 
  6. Open the document e.g. Sales Quote that was created as a follow up document from the Opportunity. 
  7. In the General tab under the Notes section you can see that the Notes from the Opportunity are taken over in the Customer Information.


The Notes in the Opportunity are of type Additional External Comment and are therefore taken over in a follow up document such as a Sales Quote in the Customer Information  under the Notes section in the General tab.

This has been introduced with Release 2211

The additional customer information maintained in the Notes section of the leads and opportunities documents, is now also reflected in the follow-up sales quote documents.

Please note that the logic was designed so that the transactional note should get preference over the master data note.


This is the expected system behaviour.

There is currently no possibility to add internal notes to an opportunity. However, you can create an extension field for internal comments in the Opportunity to meet your requirement.

See Also

See also the Help Center Documentation for 2211 What's New in Customer Relationship Management

Under the section Transfer of Customer Information from Leads/ Opportunities to Sales Quote Documents.


Opportunity; Notes; Internal Note; Sales Quote; Sales Order; follow-up; Customer Information , KBA , AP-OP-OP , Opportunity , Problem


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