SAP Knowledge Base Article - Public

3333356 - Sales Quote Work List Group by Predecessor Opportunity Name Feature

Symptom

You noticed in 2305 slides a new feature called "Sales Quote work list: You can now group the Sales Quote list by predecessor Opportunity Name" and you wonder exactly how this works.

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

Environment

SAP Cloud for Customer

Resolution

The Sales Quote OWL (Object Work List) contains a column "Opportunity", which provides the name of the predecessor Opportunity for a sales quote.
You can unhide this column in adaptation mode. Now, with C4C release 2305 you can use this column "Opportunity" as grouping criteria to group the Sales Quote work list.

In adaptation mode, you can use "Sort and Group By" and check drop down for Group by. The system shows entry "Opportunity" in the drop-down.

If you select the entry "Opportunity", the system groups the Sales Quote work list by the predecessor Opportunity Name.

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Keywords

Sales Quote ; Quotes ; Work List ; Group ; by ; Predecessor ; Opportunity ; Name ; Feature ; Round ; Off ; Not ; Working ; Missing ; Wrong ; , KBA , LOD-LE-CQP , Customer Quote Processing , How To

Product

SAP Cloud for Customer add-ins all versions