Symptom
You have added Opportunity 123 (where 123 represents the ID of the Opportunity) to Sales Quote ABC (where ABC represents the ID of the Sales Quote) and it is visible in the Document Flow tab, but the Opportunity ID is not visible in the header.
Environment
SAP Cloud for Customer
Cause
This is the expected system behaviour. The Opportunity ID will only be shown in the Sales Quote header if Sales Quote ABC is a successor of Opportunity 123, and such a connection is configured in the Sales Documents tab of the Opportunity.
In cases where Opportunity 123 is a successor of Sales Quote ABC, the Opportunity field will not be filled with the ID of Opportunity 123.
Resolution
- Go to the Sales Documents tab of Opportunity 123
- Under Sales Quotes, click more and then "Add Successor"
- Select the Sales Quote ABC
- The Opportunity ID will now be visible in the header of Sales Quote ABC
Please note that you may need to add the "Add Successor" button via adaptation mode.
Keywords
sales quote, opportunity, sales quote header, opportunity id , KBA , LOD-LE-CQP , Customer Quote Processing , Problem