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To list which opportunities are linked to the CRM quotation

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To list which opportunities are linked to the CRM quotation

Postby nagaret01 » Wed Feb 06, 2013 3:26 am

Previously
Orders are created in ECC and replicated into CRM through middleware.
Data resides at both ECC and CRM

Currently – Best Practice
Using ‘Lean Order Management’ in CRM; Sales Order and Quotation are created in CRM but upon saving, the record is saved in ECC.
Data resides at ECC, not in CRM.

To Do
Cleanup of old data of Sales Order and Quotation in CRM.
There should not be any Sales Order or Quotation in CRM.

Challengelist over which opportunities are linked to the CRM quotations
Before we can start deleting we have to get a list over which opportunities are linked to the CRM quotations.
Because we need to do the link again on the ERP Quotations.

Question
How do find or get the list of Opportunities which has link to quatations and which opportunity is standalone, no subsequent document.

Appreciate your feedback.
Thank you
nagaret01
 
Posts: 33
Joined: Mon Apr 23, 2012 7:39 pm

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