Hello,
I have maintained a copy control entry with source transaction(opportunity) as X and target transaction(quotation) as Y. There is no other target transaction for X. When I click the 'Create Follow-up' button in a transaction of type X, I get a pop-up with the transaction type 'Y' available for selection. Shouldn't this automatically be picked up? Why is a manual selection needed when there are no other options to choose from?
Also, if I maintain a single product in the 'Items' list in the opportunity(transaction type X), then while creating the follow-up quotation(transaction type Y), I get a pop-up for the products to be copied, even though there is only one product for selection.
I would like to know if the above cases are standard behaviours or if there is some configuration settign with which I can bypass the manual selection in the pop-ups?
Would really appreciate any inputs on the above points.
Regards,
Aditya Mishra