3289736 - Create a 'New active revision' quote without choosing 'set as active' option

Customer wants to create "New active revision" quote without choosing "Set as active" option on quote page. 

SAP SALES CLOUD CPQ

In order to see new active revision option, follow these below steps:

1. Go to Existing Quotes page.

2. Click on rev/master button relevant to the quote number you want to change.

3. Click on the three dots(...) or drop down under "Action" section. Refer this attached image "New_active_revision".

4. You will see new active revision option. Choose it.

5. New active revision will be created.

6. In case, if you are not able to see "New active revision" option, then go to setup -> workflow-> check the "New Active Revision" checkbox based on the status of the quote. Refer attached "workflow action" image.

"Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental."

New active revision, quote revision, revision, workflow, set as active,  , KBA , CEC-SAL-CPQ , Sales Cloud CPQ , How To