Symptom
When creating new sales quote version, only opportunity is copied in newly created version not other entities such as lead , sales order and sales quote.
Environment
- SAP Sales Cloud and SAP Service Cloud Version 2.
- SAP Sales Cloud Version 2.
- SAP Service Cloud Version 2.
Reproducing the Issue
- Go to the Sales Quote view.
- Search and open the Quote PQR (where PQR represent the sales quote name) .
- Go to the General tab of sales quote PQR and further to the Related Entities section.
- You can it has related entities such as : Opportunity, Lead, Sales Quote and Sales Order .
- Go to header of quote PQR and click on Action -> Create Version and Save it .
- You will see in the new quote version created PQR1 (where PQR1 represent the new quote version name) .
- Go to the Related Entities section of PQR1, you will only see Opportunity got copied from original quote PQR not the other entities such as : Lead, Sales Order and Sales Quote.
Cause
We currently do not support copying of entity such as lead, quote and sales order when creating new sales quote versions .
Resolution
This is the current system behavior.
Keywords
Sales Quote New Version , Related Entities , Lead , Opportunity , Sales Order , Sales Quote , KBA , CEC-CRM-CQP , Sales Quote for SAP Sales/Service Cloud , Problem
Product
SAP Sales Cloud and SAP Service Cloud Version 2 all versions
SAP Knowledge Base Article - Public