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Copy Quote to New Customer Defaults Sold-to Address Incorrectly (Doc ID 2166135.1)

Last updated on AUGUST 14, 2020

Applies to:

Oracle Quoting - Version 12.2.4 and later
Information in this document applies to any platform.

Symptoms

On : 12.2.4 version, HTML User Interface

PROBLEM STATEMENT
=================
When copying quote to another customer,
  and the new customer does not have a primary sold-to address,
  the new quote will be created with the sold-to address from the original quote.

This can result in the following error:  
     ERROR
     -----------------------
     "This site is not a valid site for given Sold to Customer Account/Customer
     Account." (ASO_VALIDATE_SLD_SITE_AC_CRS)
Or, no error at all and the incorrect address is defaulted to the new quote.


Note: When standalone quote is created for the same customer,
  the sold-to address will be selected from the address setup as identifying address.

WORKAROUNDS
===========
Workaround would be to ensure a primary sold to address is setup on the new customer that the quote is being copied to.



STEPS
-----------------------
The issue can be reproduced at will with the following steps:
1. Actions > Copy Quote

 

Cause

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In this Document
Symptoms
Cause
Solution
References


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