SAP Knowledge Base Article - Public

3315842 - "Add Predecessor" in Sales Quotes

Symptom

You would like to know if the "Add Predecessor" option would be available for Sales Quotes within Sales Documents facet.

Environment

 SAP Cloud for Customer

Reproducing the Issue

  1. Go to Sales Workcenter.
  2. Navigate to Sales Quotes view. 
  3. Open an existing Sales Quote.
  4. Go to Sales Documents facet. 
  5. Go to Sales Quotes section.
  6. Click "More".
  7. There is only "Add Successor" option available.

Cause

Only adding successor quotes is possible in Sales Quotes TI. That means you can create a new follow-up Sales Quote for a Quote, but you can't add an existing follow-up Sales Quote.

In Sales Quotes, there's a solution by being able to specify the Predecessor-Opportunity in the Header Overview section. The field (which is changeable) has to be enabled by adaptation.

Resolution

This is the current expected behavior of SAP Cloud for Customer.

  1.  If you are a partner: please use cloudsolutionpartner@sap.com or the Partnerfinder.
  2. If you are a customer:

Contact your Account Executive. Check the link https://www.sap.com/services/innovation.html#contact-us.

An alternative option may be to check the SAP Cloud for Customer Influence Site to submit an idea.

Keywords

Predecessor , Add , Follow-up , Quote , Available , tab , document , KBA , LOD-CRM-OPP , Opportunity Management , How To

Product

SAP Cloud for Customer add-ins all versions