Convert quote to order / Contract quote to Contract

Hi all
Please tell me how to convert a service quotation to service order without creating a follow up document.
Also how to convert contract quotation to contract without creating a follow up document.
Any help is appreciated and suitably rewarded.
Thanks in Advance
Sonali

Hi,
1.In the Service Quotation and Contract Quotation put status profile CRMORDER.
2. In the item categories(Which is getting determined for Service Quotation and Contract Quotation), put the follwing setting in the third level customizing of item category.
Relevance for quotation: 2 Initial quotation
Subsequ. processing : X Quotation is copied to subsequent document
3.When you create a quotation (Service/Contract), and put in the product the status will be Quotation. Just change the status by clicking on the order icon which converts the status to Quotaion Accepted, and hence change the Quotation to the Order.
Regards,
Shalini Chauhan

Similar Messages

Query for quotes not converted to Sales Orders

Hello,
I am relatively new to SAP B1 (little over a year now) and I am trying to build a query but I have no idea how to approach this one.
I am trying to find Sales Quotes not converted to a Sales Order. Sounds simple but here is where they start getting complicated. I need to specify a date range (normally a year but could be quarterly). Need to specify one or more items, groups, or vendors. Need to display our cost for each item on the quote(s).
Any help on this would be great. I have used the query wizard in the past with some success but this one is getting way out of my comfort zone.
Many thanks to all who have contributed to these discussions. It is nice knowing that I am not the only newbie around.
Keith H

Hi Keith.
Following a little query for your request.
Take note that query return only the ROWS of sales quote which are never converted in a sales order.
It means that if you have a sales quote whit 1 rows and 1000 unit, and you convert the quote in a order for 500 unit, the quote is considered converted in a order and not displayed
The cost is the price set in PRICE LIST 23 as you say in a your previous post.
SELECT
a.DocDate ,
a.DocNum,
a.CardCode,
b.ItemCode,
b.Quantity,
d.ItmsGrpNam,
b.Price as 'QUOTE_PRICE',
e.Price as 'COST'
FROM
inner join QUT1 b on a.DocEntry = b.DocEntry
inner join OITM c on b.ItemCode = c.ItemCode
inner join OITB d on c.ItmsGrpCod = d.ItmsGrpCod
inner join ITM1 e on b.itemcode = e.ItemCode
where
a.DocDate between [%0] and[%1]
and b.TargetType <> '17'
and b.ItemCode Like '%[%2]%'
and e.PriceList = '23'
EDIT:
In your first post you say
Need to specify one or more items, groups, or vendors.
Please explain what you means for
=> one or more items
in this point you can have some problem with the query manager...
Hope that help
--LUCA

Change Sales Order Contract Data FM

Hi Friends
Kindly let me know if there is any function module or BAPI to change Sales order Contract Data of each line item. 'BAPI_SALESORDER_CHANGE' dosent have that.
Thanks

Hi Ram,
Check will this helps you ...
call function 'BAPI_CUSTOMERCONTRACT_CHANGE'
exporting
SALESDOCUMENT = vbeln
CONTRACT_HEADER_IN = w_header
CONTRACT_HEADER_INX = w_headerin
INT_NUMBER_ASSIGNMENT = 'X'
ORDER_HEADER_INX
BEHAVE_WHEN_ERROR = 'P'
LOGIC_SWITCH
TESTRUN = 'X'
convert = 'X'
importing
salesdocument = v_order
salesdocument = vbeln
tables
return = t_return
CONTRACT_items_in = t_items
CONTRACT_ITEMS_INX = r_items
CONTRACT_partners = t_partners
CONTRACT_schedules_in = t_sched
CONTRACT_conditions_in = t_conds
CONTRACT_text = t_texts .
Regards,
Poornima

User checks - create Purchase orders /Contracts

Requirement
Creation of the purchase orders/Contracts should be allowed or blocked based on some vendor (classification) characteristics.
Purchase orders and contracts can be created for materials and services. For each line item (material/service) in Purchase order, the vendor characteristics should be checked. Further, each service item can have multiple service line items and check should be performed for each of these service line items.
Transaction codes
ME21, ME22, ME23, ME21N, ME22N, ME23N, ME31k, ME32k, ME33K
 Options tried out
1. The PROCESS_ITEM method in the BADI ME_PROCESS_PO_CUST can be used to check the item data. The checks can be performed in this method. But, this BADI works only for enjoy transactions - ME21N, ME22N and ME23N.
2. The user exit EXIT_SAPMM06E_013 in the enhancement MM06E005 can be used. This user exit will be triggered on press of save for Purchase orders and contracts. However, the checks need to be performed for all the service line items also. The service line item details are not available (accessible) in the user-exit EXIT_SAPMM06E_013.
3. The user exit EXIT_SAPMM06E_013 in the enhancement MM06E005 can be used. This user exit will be triggered on press of save for Purchase orders and contracts. To check the service line items EXIT_SAPLMLSP_031 can be used. But the user exit EXIT_SAPLMLSP_031 does not work for contracts ME31k, ME32k, and ME33k.
Is there a method to get the service line item details into the user-exit EXIT_SAPMM06E_013 so that i can continue with option 2 mentioned above.
Please suggest any other method that will help solve this issue.
Your help is highly appreciated.
regards,
prasad

Hi Prasad,
I am not sure if such exit would be available however I can suggest an alternative which will work just in case you are working on ECC 6.
From this release onwards we have a new technique call Enahncement-options which allows us to enehance the standard functionality. Look for any Enhancement-option avaiable on clicking save button by putting a break-point at run time on all 'Enhancement' statements. If anyone exits which i am sure will then you can do an implementation for the same and implement the required functionality.
Hope this helps and revert for more clarifications if any.
Always reward points to useful suggestion.
regards,
Vikas

Bill plan of a Sales Order/Contract

Hi,
Where do we create/update the bill plan for a sales order/contract.
I tried VA41 where a bill plan button is provided. But need to understand the bill plan from a functional perspective.
Any short summary on the same will be helpful.
Also please provide Transaction/steps to update a bill plan.
Thanks.
Shreyas

Hi
A billing plan is a schedule of individual billing dates
for a single item in a sales document.
You can define a billing plan at header level, which is
then valid for all items assigned to it.
During sales order processing, the system determines from
the item category whether a billing plan is required and,
if so, which type of plan: The type of billing plan that
is determined at this point is set up in Customizing and
cannot be changed in the sales document.
For each billing plan you create, you can enter a freely-
definable search term in the details screen of the billing plan in the sales document.
When you save the document, the system automatically
assigns a number that later uniquely identifies the
individual plan.
You can use the search term later to locate specific billing plans.
Transaction code for Sales order - VA01, VA02 & VA03
Kindly check the following link for more information on Billing plan:
http://help.sap.com/saphelp_47x200/helpdata/en/dd/560674545a11d1a7020000e829fd11/frameset.htm
kindly reward points for useful answers!
best regards,
Thangesh

Work order, relese order, contract order

hi all can you plz tell me the meaning of
work order.
release order.
contract order.
i need to use it in smart forms.

Hi
U can refer this links:
http://help.sap.com/saphelp_nw04/helpdata/en/c2/090b374e4e7c64e10000009b38f839/content.htm
http://help.sap.com/saphelp_crm40/helpdata/en/c9/764f3ff8ebb6498f8e0b3641cd7455/content.htm
http://erp.esworkplace.sap.com/socoview(bD1lbiZjPTgwMCZkPW1pbg==)/smdisplay.asp?id=B554E50AC55F4C9C8A8DB2110F37C5B3&fragID=&packageid=DBBB6D8AA3B382F191E0000F20F64781&iv=
Thanks
Vasudha

Transparent table storing details about Order/Contract Relationship

Hello all,
I want to know where I can find the data stored for the order/contract relationship. On the contract tab, I have 5 different contracts.
When I look at the Details Tab, I see one of the contract numbers coming there. This information can be seen in JHAGA table. But then what about the other 4 contracts ? Where are they stored ?
Thanks,
Salil

Hi,
Some Relevant Tables:
JHAK                             IS-M/AM: Order-Publishing-Media (Header Data)
JHAP                             IS-M/AM: Order-Publishing-Media (Item Data)
JHTVB                              IS-M/AM: Contract Requirements
JHTVKO                           IS-M/AM: Contract
JHTVPO                           IS-M/AM: Contract Item
JJTMXB                            IS-M: Media-Mix Package Element
JJTMXK                            IS-M: Media-Mix Package Header
JJTMXP                            IS-M: Media-Mix Package Element
Best Regards,
Chandramohan

How to convert open sales order status to close

Hi Guru,
There are lot of sales order in Open status and Overall status is Being processed, i have given the reasoning on Header and Line items and checked the Complete status. I also blocked the billing & delivery by using t-code VA02. when I see the open sales order in VA05 then these sales order exists in VA05 with staus A - Open.
Please guide / help me that what i have to do to close these order or convert open sales order status in complete or short close.
Best Regards,

Thanx Experts,
It is working, But it is not working in those sales order which order qty, delivery qty, confirm qty = 0, kindly let me know what is the way out to remove such sales order from the open sales order list. I try to delete but SAP says "This document cannot be deleted" Pl. help...
Thanx for solutions.
Regards,
Edited by: VijayAngrish on May 18, 2010 7:48 AM

Order type selection when converting from planned order to prod order

Hello friends,
I have one doubt.That when i am converting the planned order to the production order than from which default settings it takes the order type.
As we can maintain the default order type in OPPQ , under conversion and in production scheduling profile also we maintain order type for make to stock, make to order, etc.
So my question is to which setting the system gives the priority.
Or they both are for different purpose.
Thanking you guys in advance.

Hi ,
You can maintain the order type for conversion of planned order to production order in the T Code OPPE.
Hope it will be clear.
Regards,

Is there any provesion to convert multiple planned order to one PR

hi,,
i want to know is there any provesion to convert multiple planned orders to one PR .let it may create as different line item in PR. if is there please let me know
thanks in advance
regards
madan

Hi madan,
i dont think there is any way of clubbing multiple planned orders into single PR. Like Taj suggested, you could decrease the number of planned order created thro MRP run by working on different strategies on your lot sizing key / procedure.
Also, i am assuming here that you want to club the planned orders of a single material into a single PR and also it is no way related to different account assignments.
The other way possibly u could do it is, do a Z programme and modify your MD15 transaction. This idea is bit vague, possibly the forum could build on it.
reg
kiki

Bapi ro RFC to Convert sto planed order to purchase requisiton (urgent)

hi experts ,
please help :
give me some advice
bapi ro RFC Convert sto planed order to purchase requisition

Use can try the code in SAP program - SAPMM06W for Bapi_requirement_create
You can also try using BApi : BAPI_PR_CREATE
Sample program:
Reward points, if of some help
FUNCTION Z_NPIP_PR_CREATE .
""Local Interface:
*" EXPORTING
*" VALUE(NUMBER) LIKE BAPIMEREQHEADER-PREQ_NO
*" TABLES
*" PRITEM STRUCTURE BAPIMEREQITEMIMP
*" PRHEADERTEXT STRUCTURE BAPIMEREQHEADTEXT OPTIONAL
*" RETURN STRUCTURE BAPIRET2 OPTIONAL
DATA : S_HEADER LIKE BAPIMEREQHEADER OCCURS 0 WITH HEADER LINE.
 S_HEADER-PR_TYPE = 'NB'.
 S_HEADER-CTRL_IND = 'X'.
 S_HEADER-GENERAL_RELEASE = 'X'.
 S_HEADER-CREATE_IND = 'X'.
 S_HEADER-ITEM_INTVL = 0000.
 S_HEADER-LAST_ITEM = 0000.
 S_HEADER-AUTO_SOURCE = 'X'.
 S_HEADER-MEMORY = 'X'.
 APPEND S_HEADER.
DATA : S_HEADERX LIKE BAPIMEREQHEADERX OCCURS 0 WITH HEADER LINE.
 S_HEADERX-PR_TYPE = 'X'.
 S_HEADER-CTRL_IND = 'X'.
 S_HEADER-GENERAL_RELEASE = 'X'.
 S_HEADER-CREATE_IND = 'X'.
 S_HEADER-ITEM_INTVL = 'X'.
 S_HEADER-LAST_ITEM = 'X'.
 S_HEADER-AUTO_SOURCE = 'X'.
 S_HEADER-MEMORY = 'X'.
 APPEND S_HEADERX.
DATA : S_ITEMX LIKE BAPIMEREQITEMX OCCURS 0 WITH HEADER LINE.
 S_ITEMX-MATERIAL = 'X'.
 S_ITEMX-PLANT = 'X'.
 S_ITEMX-QUANTITY = 'X'.
 S_ITEMX-DELIV_DATE = 'X'.
 APPEND S_ITEMX.
DATA : S_ITEMEXP LIKE BAPIMEREQITEM OCCURS 0 WITH HEADER LINE.
 S_ITEMEXP-DOC_TYPE = 'NB'.
 APPEND S_ITEMEXP.
CALL FUNCTION 'BAPI_PR_CREATE'
EXPORTING
 PRHEADER = S_HEADER
 PRHEADERX = S_HEADERX
VERSIONS =
TESTRUN =
IMPORTING
 NUMBER = NUMBER
PRHEADEREXP =
TABLES
 RETURN = RETURN
 PRITEM = PRITEM
 PRITEMX = S_ITEMX
 PRITEMEXP = S_ITEMEXP
PRITEMSOURCE =
PRACCOUNT =
PRACCOUNTPROITSEGMENT =
PRACCOUNTX =
PRADDRDELIVERY =
PRITEMTEXT =
 PRHEADERTEXT = PRHEADERTEXT
EXTENSIONIN =
EXTENSIONOUT =
PRVERSION =
PRVERSIONX =
ALLVERSIONS =
CALL FUNCTION 'BAPI_TRANSACTION_COMMIT'
EXPORTING
WAIT =
IMPORTING
RETURN =
ENDFUNCTION.
Message was edited by:
 Ramanujan Chitrakootam

Converting a production order in PRQ (purchase requisition).

Hi,
how converting a production order in a purchase requisition?
Best regards

hi,
u cant convert the production order into Pr.
ho ever u can procure the material against the Production order using the account assignment category.
also check with ur PP consultant for automatic creation of PR with ref to Production order, after exploding the BOM.
check MRP run.

How to convert General sales orders to Duplicate one

Hi all
i want to know about duplicate sales orders ... How to convert sales orders into duplicate sales orders
i know we can check in SDD1 Table
but i want like to know how to convert General sales orders to Duplicate one
Thanks a lot

There are some missing links in your question:
1. SDD1 is a TCode for a report, not a table.
2. Do you know anything about "duplicate sales orders" concept in SAP? Please refer following SAP help link which talks about duplicate sales orders and business scenario associate to it.
- Eliminating Duplicate Sales Documents - Sales (SD-SLS) - SAP Library
If that doesn't cater you requirement or help you, then please elaborate your requirement.
Thanks, JP

Default PR Type when convert from Planned Order

Hi all,
How can I default my PR Type when convert from Planned Order after MRP run. This can done via MRP Group control but how to go about controlling via Planned Order profile?
Which planned object type and planned order profile to be used? assuming that i need my planned to be output at LA type and convert to NB1 PR type instead of the default NB PR type?
Thanks.
Regards,
Andrew

Hi,
The system determines the document type from the stettings u are making in "planned order Profile" in Customising for MRP. There u define the order type, the procurement key and the special procurement key and also the account assignment category. So based on the procurement key and the special procurement key maintained in the Marterial master, the document type is selected.
Production > Materials Requirement Planning > Procurement Proposals > Planned Order > Define order profile
Choose the planned order type - NB1 Within this you specify the P req doc type to be used.
Through MRP group and the different PR document type for MRP generated PR is possible only if you assign the document type to MRP group in the MRP configuration.
Please try and come back.
Regards,
R.Brahmankar
Edited by: R Brahmankar on Aug 28, 2008 10:54 AM

How can I convert of Sales order to Purchase order automatically?

How can I convert of Sales order to Purchase order automatically?
It is a TPSO (Third party sales order) situation, I am using item category as TAS, it automatically converts Sales order to (PR)Purchase Requisition.
But can I convert Sales order to (PO)Purchase order? without any manual intervention?

Hello,
you can't create a sales order with reference to a purchase order. You can input customer PO nuber in the sales order Purchase Order number filed.
Prase.

Variant Configuration - Unable for converting a Plnd Order to Prdn Order

Hi Gurus,
Please solve this, while converting a plnd order to prdn order in variant configuration i am getting the following error is
"you cannot make an assignment to make-to-order stock"
for fert maintained charateristics and class and class type: 300, strategy: 25, requrements type: kek,
configuration profile created. t-code: cu41 for bike
I created the order from customer requirements t-code:md81
pls guide how can i convert this to prdn order
Edited by: venkat jsr on Jan 31, 2008 6:38 AM

Hi Gurus,
I followed your instructions but the error is as it is only.
Actually when I am converting Plnd order to Production Order in stock requirement list of Configurable material, its not converting.
the error i am getting is " You cannot make an assignment to make to order stock"
and also i am getting the following information - the component cannot be allocated to an individual stock because make to order production and engineer to order production cannot be executed with this order
a possible cause is that you are trying to create an order with reference to a sales order / project where an account assignment to a sales order / project is not allowed in the settlement profile that is assigned to the chosen order type this is inconsistent
Procedure : Choose another Order type.
Please guide what i have to do for solving the problem.

Convert quote to order / Contract quote to Contract

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