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
- Go to the Sales work center.
- Open the Opportunities work center view.
- Open opportunity ABC (where ABC is the ID of an opportunity which has attachments maintained in its 'attachments' view).
- Go to the Attachments view and notice DEF attachments (where DEF are IDs of attachments maintained in the opportunity).
- Go to the Sales Activities view.
- Click in the New button of the Sales Quotes section.
- Fill in mandatory fields and click in the Save and Open button.
- Go to the Attachments view of the newly created sales quote.
- 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