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  1. Dinesh Sachdeva

    Hi DJ,

    Just want to ask one thing: Take an example like in opportunity we enter the prospects detail..when we need to create the quotation for the same customer..Do we need to first change the life cycle from prospects to sold to party manually?

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    1. Dnyanesh Vilas Joshi Post author

      Hi Dinesh,

      Yes.  You need to change the life cycle of the account from prospect to sold-to party manually.  Once you change the lifecycle to sold-to, you can then create the quotation.

      Hope this will be useful.

      Thanks and Regards

      DJ

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      1. Dinesh Sachdeva

        Thanks DJ,

        After changing the role from prospect to sold to party,,, is it possible to use that sold to party in opportunity?

        Why i am asking: Lets take an example where i have change the prospect to sold to party and after some couple of month i need to create another opportunity for that prospects/sold to party. In that case i need to enter the prospects detail in opportunity transaction.

        Thanks & regards,

        Dinesh.

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        1. Dnyanesh Vilas Joshi Post author

          Hi Dinesh,

          Yes. It is possible to use the sold-to in opportunity.  In any business, there are repeat sales for the existing customers (sold-to) and hence in SAP CRM also, it is possible to use that sold-to party to create a new opportunity.

          Hope this will be useful.

          Thanks and Regards

          DJ

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          1. Dinesh Sachdeva

            Hi DJ,

            One more query, In my scenario we are selling the products through Showroom also. In that case we need to create the sales order directly.

            If i am not wrong, We can’t use the functionality of Account life cycle in that case. we need to create the sold to party directly for showroom sales….right?

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