116
There is no option to create Job Quote from Opportunity and link it together. It would be second option to create Sales Quote of Job / Project Quote from Opportunity.
STATUS DETAILS
Needs Votes

Comments

A

For Project Oriented Organisations who use either the marketing features in BC or D365 Sales with integration, a Job can be as a result of an Opportunity but there is currently no link back from the Job activities and invoicing to the opportunity. By adding the Opportunity to the Job record then passing Opportunity assign to the Sales Quotes and Invoices generated from the Job, or indeed any other documents where an opportunity can be linked, a complete view of how an opportunity performs in terms of sales can be seen in the same way as any other sale.

Category: Project Management

A

Several clients require this function.

Category: Project Management

A

This seems really obvious. Users seem bemused that this is not how it works.

Category: Project Management