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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.


On : 12.2.9 version, FORMS User Interface

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.

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

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%


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