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Active quotes should not be editable in total amount when altering the Product price.


When activate a quote, the quote is Read-only, however, user can alter the price of the quote product, hence changing the Quote’s total amount. We don’t want an Active (ie locked) Quote to be changed after it has been shared with the customers. It should have to go through the Revise process f...

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Category: Quotes, Orders, Invoices, Products (35)

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New

To set Quota even for drill down entity in Sales forecasting


In Sales forecasting, quota is uploaded manually to the forecast when activating the forecast configuration, the quota value displayed for drill down entities are not applicable, we want to set Quota even for drill down entity.


Also, the Trend chart - it only shows data up to ...

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Category: Forecasting, Goals, and Territories (46)

STATUS DETAILS
New