Approval for Sale Order

Dear OM Gurus,
How to setup approval for a sale order?. I believe that the standard functionality is only for negotiation flow and return....
Thanks & Regards
Merlin Rajesh

Note:363517.1
Regards
Prashant Pathak

Similar Messages

  • Approval for Sales Order

    Hi All,
            Is it possible for me to set an approval procedure on sales order in case the user forgets to fill in the remarks column??? please help with the query.
    Thanks in advance,
    Joseph

    Hai!
    If, your requirement is block users to add SO without remarks, then u do with Strored Procedure.
    if @transaction_type = 'A' and @object_type = '17'
    begin
    if exists(select T.docentry from ORDR T where T.docentry = @list_of_cols_val_tab_del and
    (T.comments is null or T.Comments=''))
    begin
    SET @error = 17
    SET @error_message = N'Enter the Remarks'
    end
    end
    Add this code in SP_TransNotification of your company DB.
    Please test it in a test system and put in Live
    Regards,
    Thanga Raj.K

  • How to implement Approval hierarchy for Sales Order in Order Management.

    Hi,
    We need approval process for sale orders in Order Management module. Currently we are using credit HOLD option for orders at shipping level. The issue we are facing now is we can not cancel those orders who contains Service Line item in it while on HOLD. The restriction raised at the time of cancelling the order that the Line Item is "fulfilled". Service line item's get fulfilled.
    Is that any other possibility to have Approval hierarchy for Sales Orders in Order Management Module? If it is possible can anybody share the related document or implementation guide?
    Thanks with anticipation in advance.
    Many Regards
    Kaleem Bhatti

    I copied the standard order header workflow and the "Book Order, Manual" workflow to custom workflows.  I then modified the "Book Order, Manual" workflow to put another completely custom workflow (call this "Approvals") in between the "Book Eligible" and "Book" steps.
    The "Approvals" step assessed the sales order, changed the order header to the pending approval flow_status_code, and sent out the appropriate notifications.  The "Approvals" step returned a Complete/Incomplete where complete would proceed to "Book" and incomplete would go back to "Book Eligible."  The new workflow was then assigned to the order type needed.  I don't still have access to that environment (job change) or I would give more definite instructions.

  • Approval Procedure for Sale Orders

    Hi Experts:
    Anyone can help me?...I´m needing an Approval Procedure for Sale Orders to be activated whenever the user is trying to give diferent discount percentage from the one assigned in the price list throughout Period Discounts. We have Sap Business One 2007A SP01 PL05
    Thanks very much in advance
    CLAUDIA

    Hi CLAUDIA,
    This has to be done through user query approval.  However, since I don't have similar environment to try, you may start to create your own query first.
    Thanks,
    Gordon

  • Workflow for Sales Order Release via Status Profile

    Dear all,
    i want to make a workflow for sales order which have 4 User Status in One status profile.
    Once Event triggered for sales order
    1.   Mail should go to main authority with sales order number.
    2.  Once authority will do some changes in the required field then he/she changes
         the user status-1 from defauts as per line Item and mail should go to department no-1 (Head authority).
    3.  Once again same changes in sales order but now user status-2 from user status-1
         as per line Item and mail should go to department no-2 (Head authority).
    4.  Once again same changes in sales order but now user status-3 from user status-2
         as per line Item and mail should go to department no-3 (Head authority).
    5.  Once again same changes in sales order but now user status-4 from user status-3
         as per line Item and mail should go to department no-4 (Head authority) .
    and parrally for each changes of Status mail should also go to User (Event Creator).
    6. Finally mail sholud go to User as you are permitted to do next business transaction for this sales order
    Please tel me the process as i am very new this topic and i am always going to stuck in Binding.
    please help me out.
    Thank You

    Hi Neeraj,
    First of all start with SWELS and SWEL T-Code to check if any standard event is getting triggered or not. If event is getting triggered, then use the same event to trigger the workflow; otherwise create a custom event of BO and use the same to trigger the workflow.
    Hope you are aware of T-Code SWO1 and delegation of BO. The BO used for your requirement will be BUS2000115.
    As you want the workflow to get triggered only for one status profile and one of its status, so use check function module. There set the condition for you status profile and status.
    The FM which you will be using the most is CRM_ORDER_READ. To read the status, you can also use CRM_STATUS_READ_OW.
    Now simply make the approval steps in the workflow using activity. In the activity, you can use the standard method USERSTATUSPOPUP to send the workitem for approval. In each step use the same activity with different agents as approvers.
    Just go with these things and let me know if you get stuck up somewhere.
    Regards,
    Guddan

  • Block MRP for Sale order

    HI friends,
    My client has following requirement.
    we are using MTO scenario.after creation of sale order these SO is checked by senior sale manager then he approved the sales order after that it is possible to start run MRP.How I can achieve this ?
    REgards,
    Chetan.

    Dear Chetan
    Please check SPRO->Sales and Distribution->Basic Functions->Availability Check and Transfer of Requirements->Transfer of Requirements->Block Quantity Confirmation In Delivery Blocks
    There in second selection Reasons for and Scope of Deliv.Blocks: Transfer of Req.Block
    Where you can put confirmation block for particular delevery block.
    It says
    Block Quantity Confirmation In Delivery Blocks
        When requirements are transferred to MRP, the confirmed quantity is also  reserved for confirmed sales documents. If a transaction is blocked for delivery, the required stock will be blocked so it cannot be used elsewhere. To prevent this, you can block the transfer of requirements for a delivery block in this step.
        In this case, the ordered quantity will still be transferred to MRP as a     requirement but the quantity will not be reserved. This is apparent in     the document when no confirmed quantities are available after saving    
        When the block is removed, the system automatically carries out an availability check.
    So in sales order you can have deliery block either in VOV8, it can also be enterd in VA02 by edit->Fast Change-> Delivery block. and along with Confirmation check box requirements will not be transferred
    Please check and confirm it is as per your requirement?
    Regards
    Jitesh

  • Work flow for Sales Order

    Dear All,
    How a Work flow in SD to be configured .
    I need is to create  a workflow  in SD .whenever a Sales Order is created by some user.First the workflow will check if the sales order value is greater than Rs.50,000 or not.If yes it will go for the first level of approval to authority1
    By logging into the workflow the authority1 should know he has to approve that sales order.
    if not it simply sales order should be ready for Delivery otherwise itshould be blocked.
    If the sales order value is between Rs.50000 & Rs.100000  the approval has to go to authority2 approval in the workflow.
    Can anyone worked on the similar lines.
    I am waiting for the reply on this
    Regards
    AK

    Hi,
    Create a new "Z" table for storing the values with the below fields.
    Process Code
    Credit control area
    Customer Credit Group
    Customer Credit Group
    Credit Levels
    Net Value of the Sales Order in Document Currency(From)
    Net Value of the Sales Order in Document Currency(To)
    Position
    Position
    Position
    E-Mail Address
    E-Mail Address
    Credit Levels
    Billing block has to be assigned automatically once the order has been generated.
    The positions will be created by HR team.If the Sales order values falls with in this range,then a workflow will be triggered to three approvers whose values will be maintained in the table.A workflow will be triggered for these members.
    You can create value range for the credit levels.
    A Z program will be required for this requirement.
    Regards,
    Krishna.

  • Approval of sales order

    Requisition:
    If so's status is 'Approval',the so can not be changed,But it can delivery or billing.
    If so's status is 'NotApproval', the so can not be delivery and it can be changed.
    I try to use 'User status',but it seems that can't control the change of sales order.
    So....... Without user-exits, what's the solution about this situation??

    Hi,
    Please use the T.Code BS02.
    Choose your status Profile for Sales Order if available or you can create  new
    Then double Click on the Profile & create user status (ex: Approved, Not Approved)
    Double Clicking on each you can put the restictions (by clicking on the Object Type button you can put status at Header Level or Item level at your choice)
    You can define which should be the intial status for the Sales Order.
    Then use the T.Code VOV8. Double Click on the sales Doc type & there in Transaction flow >> Status Profile put the status Profile
    Hope this will help you.
    Reply back if any queries.
    Thanks
    Bidhu

  • Approval of Sales Order vs Sales Quotation

    Hi experts, How can I fire an approval when total of Sales Order is different from total of quotation base? I retrieved the total from quotation on a sales order user field , but I can't fire the approval.
    Thanks,

    Hi Rolando Arzamendia.
    Try this User Query for Sales Order vs Sales Quotation Approval.
    SELECT Distinct 'True'  FROM
    ORDR T0  INNER JOIN RDR1 T1 ON T0.DocEntry = T1.DocEntry INNER JOIN oqut T2 ON T1.BaseDocNum = T2.DocNum
    WHERE T2.DocTotal = $[ORDR.DocTotal]
    Thanks,
    Madhan.

  • Release strategy for sales orders

    Hello Gurus,
    My customer has got a requirement of approval of sales order before it actually goes for dispatch, (it is inline with the purchase release strategy).
    Hope, SAP does not have a standard solution for this but I understand this can be done through the  "status profiles". I dont have any idea how exactly this can be configured, can someone help on this?  Please guide with the stepwise configuration.
    Thanks in advance.
    Ajit Patro

    Hi,
    User statuses are always defined in a status profile.
    Procedure
    First, you create a status profile.
    Assign the corresponding object types to the status profile.
    Define the required user statuses in the status profile.
    Assign the user statuses to the corresponding business transactions.
    If necessary, translate the status profile and the user statuses.
    To be able to work with a status profile, you first need to assign it to the order type in Customizing (Customizing for Shop Floor Control by choosing Master Data - Order - Define Order Types).
    For information on how to create a status profile, see Customizing for Shop Floor Control by choosing Master Data - Order - Define Status Profile.
    You have to activate the customized status profile.
    Regards,
    Siddharth.

  • What is release strtegy for sales order

    hi gurus
    what is release strategy for sales order
    can any one throw some light
    points awarded.
    kishore

    Dear Rama,
    There is nothing like release strategy for sales order. There is a release strategy for purchase order. A bit of search on sdn forum in MM section will help you a lot on this area.
    For your reference, The release code is a two-character ID allowing a person to release (clear, or approve) a requisition or an external purchasing document. The release codes is basically controlled via a system of authorizations (authorization object M_EINK_FRG).
    Use SE12, structure CEKKO to check all the fields available for controlling the Purchase Order.
    e.g. If the total value for the Purchase Order exceeds 10,000, release strategy 01 is assigned to the Purchase Order.  There is only one characteristic created in this example.  For controlling the Purchase Order type, create characteristic for CEKKO-BSTYP and the value NB.
    CT04 - Create Characteristic   e.g.  NETVALUE
    Click Additional data Table name CEKKO      Field name  GNETW    and press enter
    (for currency dependent field, you are prompt to enter the currency which the system then converts the currency of the Purchasing document into this currency)
    In the Basic data (X refers to tick),
    X    Mutliple values
    X    Interval values
    In the Value data, in the Char. value column, type >10000 and press enter
    Save your data
    CL02 - Class
    Class - Create REL_PUR
    Class type - 032
    Click Create
    Description - Release Procedure for Purchase Order
    In the Same Classification section, click Check with error
    In the Char. (characteristic) tab, type NETVALUE to assign your characteristics to the class
    OMGS - Define Release Procedure for Purchase Order Type
    Release Group - New entries
    Rel.group   Rel. Object   Class                 Description
      02                                 REL_PUR        Rel. Strategy for PO
    Release codes - New entries
    Grp         Code
    02           01
    Release indicators
    Release indicators           Release        Description
          0                                                        Blocked
          1                                     X                Release
    Release Strategy
    Release group   02
    Rel.strategy    01
    Release codes   01
    Release status   0
                            1
    Classification   Choose your check values
    OMGSCK - Check Release Strategies
    (make sure there are no error messages)
    Once the Purchase Order is not release, buyers will not be able to print the Purchase Order.
    Goods Receipts will be shown with Message no. ME 390 - Purchasing document XXXXXXX not yet released.
    In 4.6c, Purchase Order with Release Strategy have a tabs at the end of the Header.  This allowed the buyers to check the release status of the Purchase Order.
    The person with the release authorization have to use ME28 to release the Purchase Order.
    Hope this helps you.
    Do award points if you found them useful.
    Regards,
    Rakesh
    P.S. you can send me a mail at my mail id [email protected] for any specific details

  • Query for Sales Order Analysis

    Dear Experts
    I have written a Query for Sales Order Analysis and would like to have help on this.
    The query is used for generating daily report for Sales Order on number of documents (Sales Order), total amount of sales orders and total GP of Sales Order. The query is written as below:
    SELECT T0.[DocNum], SUM(T0.DocTotal) AS 'Total', SUM(T0.U_Total_GP) AS 'Total GP'
    FROM ORDR T0 WHERE T0.[DocDate] =[%0] GROUP BY T0.[DocNum] ORDER BY T0.[DocNum]
    where U_Total_GP is a UDF for storing the GP of each order.
    After executing the query, a selection criteria of date appears and after a date is selected, the report shown information required. However, the query does not calculate column total for total amount and total GP. Although I know the total for each column can be displayed by pressing "Ctrl" + Click on the column title, it would have to be done from time to time.
    Therefore, I would like to modify my query in order to calculate the column totals when executed. Are there any suggestions for this?
    Thank you
    Regards
    Elton

    Hi Elton,
    Try this:
    SELECT T0.[DocNum], SUM(T0.DocTotal) AS 'Total', SUM(T0.U_Total_GP) AS 'Total GP'
    FROM ORDR T0 WHERE T0.[DocDate] =[%0] GROUP BY T0.[DocNum]
    Union ALL
    SELECT '', SUM(T0.DocTotal) AS 'Total', SUM(T0.U_Total_GP) AS 'Total GP'
    FROM ORDR T0 WHERE T0.[DocDate] =[%0]
    ORDER BY T0.[DocNum]
    Thanks,
    Gordon

  • User exit for  Sales order

    hi,
       i need to eliminate leading zeros for PO number which comes in SO created trough ALE.i found the enhancement for the FM idoc_input_orders.in that enahancement we have 12 FM's.my Leading zeros are comming for field belnr which comes in e1edk01 segment of idoc orders05.now i had coded my part of coding in FM exit_saplved.._oo1 and i had activated that.but it is not working for me.than i tought of going to other FM exit_sapl..._009.in which i'm not able go into the include either.plz help me out.thank you.

    Hi, Krishna!
    With IDOC_INPUT_ORDERS during IDoc interpretation PO number is assigned to XVBAK-BSTKD field which is later used for sales order creation with reference to PO.
    So all you need is to use some customer exit with changing parameters containing XVBAK after IDoc interpretation is completed. For example you can use EXIT_SAPLVEDA_009 which is called at the end of IDoc check after interpretation.
    Regards,
    Maxim.

  • RBA GATP check is not getting invoked for Sales Order

    Hi Everyone,
    RBA GATP check is not getting invoked for Sales order.
    I maintained the configuration settings for 'Rules-Based Availability Check', APO general settings (check mode, check instruction), carried out integrated rule maintenance, Rule determination for the combination of order type & product, associated the check mode to product master. Also maintained all the settings in ECC towards Req class, Req type, checking control etc.
    However, sales order is not invoking RBA Check though it is showing up the 'Rule' icon in the screen. Also, in the APO Availability check in Sales order when I click onto 'check instruction', I get the checking mode that pertains to RBA for business event 'A' (Sales order). Though I have not maintained any stock for the main material for which I have the sales order, yet system is confirming any quantity that I put in.
    I would expect that system would propose the same material in an alternate location where we have stock through RBA.
    Request you to share ideas on this.
    Regards,
    Avijit Dutta

    Hi Avijit,
    You should used No Checking Horizon in Checking instructions and also Check your rule control settings.
    What you have defined in 1st and 2nd steps. Check whether product substitution is carried out or Location Substitution.
    Thanks,
    Bala.

  • How to create a daily report for sales order

    hi
    how to create a daily report for sales order. what fields it must consists of. what are the tables it need?

    Hi
    You have to use the sales order tables VBAK,VBAP and VBEP
    So keep date field on selection screen
    and treat this date as Order creation data audat field in VBAK.
    based on this fetch the data from VBAK and VBAP  with the following fields like
    VBELN, KUNNR,NETWR,POSNR, MATNR,ARKTX,KWMENG,WAERS  etc and display in the report
    <b>Reward points for useful Answers</b>
    Regards
    Anji

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