SAP Knowledge Base Article - Preview

3789250 - Sales Order" Option Greyed Out in "+ Create" Menu on Sales Quote

Symptom

  • On a Sales Quote in SAP Sales Cloud Version 2, the user clicks the "+ Create" button and sees a dropdown with various follow-up document options (Appointment, Task, Visit, Log Call, Email, Sales Order, Case, etc.).
  • The "Sales Order" option appears greyed out / disabled and cannot be selected, even though the quote appears complete and all standard prerequisites seem to be met.

Example:

Sales Quote 123 (type: ABC) has the following statuses:

    • Pricing Status: Calculated Successfully
    • Consistency Status: Consistent
    • Approval Status: Not Necessary
    • Transfer Status: Finished

Despite all conditions being met, the Sales Order option in "+ Create" remains greyed out.


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Environment

• SAP Sales Cloud Version 2
• SAP Sales Cloud and SAP Service Cloud Version 2 

Product

SAP Sales Cloud Version 2 all versions ; SAP Sales Cloud and SAP Service Cloud Version 2 all versions

Keywords

Sales Order greyed out, Sales Quote, Create button disabled, Sales Order locked, BIDIERP, bidirectional quote, S4, dataOrigin, Sales Cloud V2, follow-up document, native Sales Order, ERP Sales Order, ZAG , KBA , CEC-CRM-CQP , Sales Quote for SAP Sales/Service Cloud , CEC-CRM-SO , Sales Order for SAP Sales/Service Cloud , Problem

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