SAP Knowledge Base Article - Public

3297000 - Attachments From Opportunity Are Not Copied To Follow-Up Sales Quote

Symptom

You are working with an opportunity with attachments. When you create a follow-up sales quote from it, you expected to see attachments carried over to it.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to the Sales work center.
  2. Open the Opportunities work center view.
  3. Open opportunity ABC (where ABC is the ID of an opportunity which has attachments maintained in its 'attachments' view).
  4. Go to the Attachments view and notice DEF attachments (where DEF are IDs of attachments maintained in the opportunity).
  5. Go to the Sales Activities view.
  6. Click in the New button of the Sales Quotes section.
  7. Fill in mandatory fields and click in the Save and Open button.
  8. Go to the Attachments view of the newly created sales quote.
  9. You will not see DEF there.

Cause

When creating a follow-up sales quote from an opportunity, the attachments of the opportunity are not copied to the sales quote.

Resolution

This is the current system standard behavior. If the feature/functionality is required urgently, please refer to KBA 3475641 - Functionality Currently not Available.

Keywords

Attachment ; Attachments ; Not Copied ; Not Copy ; Does Not Copy ; Opportunities ; Opportunity ;  Sales Quote ; Sales Quotes ; Follow-up ; Followup ; Follow-Up ; Carry Over ; Carried Over ; , KBA , LOD-CRM-OPP , Opportunity Management , LOD-CRM-BF-ATT , Attachments , How To

Product

SAP Cloud for Customer add-ins all versions