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Newly Added Salesperson Not Saved On Copied Quote Form (Doc ID 2803140.1)

Last updated on SEPTEMBER 23, 2021

Applies to:

Oracle Quoting - Version 12.2.9 and later
Information in this document applies to any platform.

Symptoms

On : 12.2.9 version, FORMS User Interface

ACTUAL BEHAVIOR
---------------
Salesperson issue on copied Quote Form


The user created a new quote by copy from an existing quote. When trying to add another Salesperson to the quote, the system allowed it to be added. However, when re-opening the quote, the newly added Salesperson doesn't display on form.



EXPECTED BEHAVIOR
-----------------------
Expect the additional salesperson to be saved in the Assign Sales Credit form.

STEPS
-----------------------
The issue can be reproduced at will with the following steps:
1. Quoting Sales Manager responsibility->Quote
2. Choose action to Duplicate Quote, and choose Copy Quote options to create a new quote
3. Choose Action -> Assign Sales Credits
4. Add a second row for salesperson2
     salesperson1 50%
     salesperson2 50%

5. Choose Apply button to save changes
6. Reopen the quote
7. Choose Action -> Assign Sales Credits
8. See only one row salesperson1 100%




Cause

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In this Document
Symptoms
Cause
Solution
References


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