(Legacy) Update Opportunity and Create/Update Sales Quote Simultaneously

Quotes created by landing from SAP Cloud for Customer contain the Update Opportunity And Create Update Sap Sales Quote button. Clicking it triggers simultaneous actions on both the Opportunity and the Sales Quote. Both the key design decisions applicable for updating Opportunities and for creating/updating SAP Sales Quotes are applicable for the combined action.


Example

The example explains how to change the market on an SAP CPQ Quote and synchronize data.

  • Access the Opportunity in the SAP Cloud for Customer environment.
  • Click the SAP CPQ tab.
  • Select a market in the Cart info section. The prices are recalculated according to the Pricebooks and currency calculations modeled in SAP CPQ.

  • Click Save Quote.
  • To synchronize data with SAP Cloud for Customer, click Update Opportunity And Create Update SAP Sales Quote.
  • Navigate to the Overview tab of the respective Sales Quote. The currency of the total amount is changed. The product values are also recalculated in the new currency in the Pricing tab.

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