Follow up on Sales Quote Request
If the Sales Quote Request (CRQ) is to be forwarded to a Sales Quote (CQU), the criteria will be that the request is in status 4.
There are two methods of forwarding a request to a quote, either the whole document or item by item.
To transport parts of a Sales Quote Request (CRQ) to a new Sales Quote (CQU), double-click on the desired item you want to transport to a new Sales Quote (CQU). In the context menu, click on the option Forward to sales quote. Then choose the destination Forward to new quote if the item is to be added to a new Sales Quote (CQU). If not, you may choose an existing Sales Quote (CQU) available in the lookup field beneath the option Forward to existing quote and then click the Forward button.
To transport a whole Sales Quote Request (CRQ) to a new Sales Quote (CQU), choose the option Forward all items to sales quote in the context menu. Then choose destination Forward to new quote if the item(s) is to be transported to a new Sales Quote (CQU). If not, you may choose an existing Sales Quote (CQU) available in the Lookup field beneath the option Forward to existing quote. Click the Forward button.
If the items that are transported to another document have a quantity higher than 1, you may also choose the quantity that should be transported. If you do not choose the full quantity to be transported to a new quote, the remaining quantity will remain on the original request for quote. If the CRQ item has received a target price, this will be visible in the CQU item.