To Create a Quote Based on an Opportunity

  1. Open the Opportunities (CR3040PL) form.
  2. On the appropriate filter tab, click the opportunity based on which you want to create a quote.

    The Opportunities (CR304000) form opens.

  3. On the form toolbar, click Create Quote.
  4. In the Create Quote dialog box, which opens, do the following:
    1. In the Quote Type box, select Sales Quote.
    2. Select the Recalculate Prices check box if you want the prices and discounts to be recalculated for the quote.
    3. Click Create and Review.

      The system closes the dialog box and opens the new sales quote with the Draft status on the Sales Quotes (CR304500) form. On the Details tab, the system has added lines for the stock items, which it has copied from the opportunity. Review and adjust the data on the form if needed.

  5. Click Save on the form toolbar.