Enable Salespeople to Create a Copy from an Opportunity Quote

Configure the ZCA_SO_COPY_QUOTE_ACROSS_OPPTY profile option to let the salespeople create a copy of a quote from an opportunity to another.

  1. In the Setup and Maintenance work area, use the Manage Administrator Profile Values task.
    • Offering: Sales
    • Functional Area: Sales Foundation
    • Task: Manage Administrator Profile Values
  2. On the Manage Administrator Profile Values page, search for the profile option code, ZCA_SO_COPY_QUOTE_ACROSS_OPPTY. The default value of Site is set to No.
  3. Change the profile value to Yes and save the changes.
  4. Sign in again for the changes to take effect.