Opportunity and quotation link

Deven_Shah · November 21, 2015, 1:02pm

We have created a quotation from opportunity. Still, we are unable to see link between them.

Secondly, if we want to establish such link later on, how can we do that?

umair · November 21, 2015, 1:25pm

Deven,

Check:

Opportunity Id updated in Quotation, Item table.

Check Quotation from Opportunity, via Links.

Deven_Shah · November 22, 2015, 5:31am

Dear Umair,

I am aware about this. But, my question is if by mistake if quotation is not prepared from opportunity, can we link it later on?

umair · November 23, 2015, 5:44am

Only option is by canceling and amended Quotation.