Surveys in quotation transactions

Hello
Is it possible to attach surveys in quotations? I'm assuming not in the exact same way you would do it for Opportunity or leads... is there a workaround?
Thanks

Hi,
Unfortunately surveys or questionnaires are not possible for creation in quotations.
They are possible for leads, opportunities, activities.
One option for you would be to have a follow-up activity from a quotation where you could assign the questionnaire to the activity.
But the assigning of a survey directly to a quotation itself is not possible in standard.
Regards
Gavin

Similar Messages

  • Survey in quotation

    Hello,
    I am using quotation in a sales process, during the conversation with the customer there are certain questions I need to ask the customer in order to give him the relevant product and pricing 
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    Thank you very much.
    Ohad

    Hi,
    Yes you can have survey in quotations. Just define a new survey using SPRO.
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    Regards,
    PP

  • BaDI for quotation transaction in SAP CRM

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    Hi Ravi,
    I worked on the same requirement but from a service perspective. So below are the activities I maintained to achieve this.
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    Regards,
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  • Can not create follow up transaction FS Quotation from Lead in Interaction

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  • Can not create follow up transaction FS Quotation from Lead in WEB UI

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    Regards
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    Hello Pankaj,
    Yes, I have discovered this behavior as well. It seems to be documented in SAP Note 1172066. Apparently only the four following category classes are allowed:
    'A' : Interaction Log 
    'F' : Appointment     
    'G' : E-Mail          
    'H' : Task            
    Best regards,
    John

  • Survey name in business transaction

    Hello,
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    Thank you very much.
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    Hi Ohad,
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    regards
    Srikantan

  • Interaction Centre: Survey not saved correctly

    Hi,
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    1. We open the customer feedback transaction, enter the mandate information in the details tab and save the transaction.
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    Hi Hongyan Shao,
    Thanks for taking your time to answer my issue.
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  • Disable transaction using crm_order_fieldcheck BAdI

    Hi,
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    Hi,
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  • Create a Quotation  from a Opportunity using the Follow up functionality

    Hi!
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    Hi Inês,
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    Item Categories:
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  • Quotation is not appeared in follow up popup in the opportunity

    Hi,
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    Created Lead and then created Opportunity as a follow up to this lead.
    Using SALESPRO role
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    Regards,
    Nagi

    Hi Nagi,
    As Maggii said 1st need to look up once at:
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    2. The particular transaction level (Quotation) ---> in the Dialog Structure -
    > channel
        Check whether it was assigned "CRM WEB Client UI" or not
    3. And more over need fix up as a error free in the opportunity for follow up,
    Let me know once if u go thorough this,
    Cheers.

  • Replication of Quotations from ECC to CRM

    Hello Experts,
    The scenario is as follows:
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    My question is: what are the various middleware settings to be done?
    I have created a transaction type for quotation by the same name in ECC and CRM so far.
    It would be great if I can get help on the following:
    1. What are the item categories that I need to maintain on both ECC and CRM side for Quotation?
    2.What action profile do I need to maintain on ECC and CRM side for quotation?
    3.How should the number ranges be defined on ECC and CRM side for quotation?
    4. Do I need to do a Cross-Copy Control of quotation from ECC and CRM at the transaction and item category level?
    5. Do I need to assign the Quotation Type (ECC) to ERP Profile on CRM side?
    6.Can the transfer of quotations from ECC to CRM happen only after replicating the product and customer data from ECC to CRM?
    What more needs to be done?
    Once the settings are complete and fool-proof,  I know I can run an Initial Load (R3AS) on the object: SALESDOCUMENT from R/3 to CRM.
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    Many thanks,
    VSK.
    Edited by: venkatskumar on Feb 16, 2011 12:17 AM

    Hello
    Please find below my reply :-
    1. What are the item categories that I need to maintain on both ECC and CRM side for Quotation?
    >> You can make a Z copy of the standard Quotation Item categories in ECC and CRM.
    2.What action profile do I need to maintain on ECC and CRM side for quotation?
    >> Action profile settings are specific to your business scenario. You need to define ACTION Profile in ECC. In CRM you can have an ACTION PROFILE and assign it to the CRM Transaction Type
    3.How should the number ranges be defined on ECC and CRM side for quotation?
    >> If ECC is a leading system for quotation creation, the number range will be EXTERNAL in CRM and assign this EXTERNAL number range for CRM Quotation Transaction Type
    4. Do I need to do a Cross-Copy Control of quotation from ECC and CRM at the transaction and item category level?
    >> Yes
    5. Do I need to assign the Quotation Type (ECC) to ERP Profile on CRM side?
    >> Not sure on this. Requesting other experts to answer this.
    6.Can the transfer of quotations from ECC to CRM happen only after replicating the product and customer data from ECC to CRM?
    >> Yes. The master data such as Material, Customer, Pricing should be downloaded to CRM, if the quotation needs to be replicated to CRM.
    Hope this will be helpful.
    Regards

  • Survey questionaire not saved

    Hi,
    We are using SAP CRM 5.0 Interaction Centre. While creating a customer feedback transaction with survey in Interaction Centre, following is the observation:
    1. We open the customer feedback transaction, enter the mandate information in the details tab and save the transaction.
    2. Then navigate to questionaire tab and fill-in the survey questions and save the survey.
    3. Navigate back to details tab and save the transaction. The survey and the transaction are saved correctly. Instead, without navigating back to details tab, when we try to save the transaction from the questionaire tab, neither the survey nor the transaction is saved.
    Recently the application was upgraded from SP15 to SP16.
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    Thanks in advance.
    Regards,
    Venkat

    a bug. rare but happens

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  • Condition Determination in Quotation

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    Additionally, go to ECC and check in a quotation if it determining properly there in ECC or not.
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    Raghu

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