Copy quotation

Hi,
When I am coping original quotation to follown quotation (Quotation to quotation)my items are not getting copy it shows itemcategory are no determine
What setting I need to maintain in Item assingment?
Regards,
Rahul

Hi
Check what are all the item categories are there assigned to the original quoatation.
Now maintain a copy control between these two documents and ensure that all the item categories are present in this.
Hope this helps.
Kind Regards
Chakradhar

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Copy Quotation to contract

Hi all,
Copy Rate categories of the respective Quotation items to the Rate category field of the Contract. (Rate category field is configured on the contract).
Thanks In Advance,
Regards,
Siva.

Hi,
Have you maintained the copy control for header as well as item category level? There are 3 types of copy control you need to make for this.
Transaction Type -> Transaction Type, Item Category>Item category, Item Category + Target Doc Type> Item category.
Here you can make setting for the fields you don't want to be copied from Qtn-->Contract.
Hope this Helps.

Planned order qty. shodnt change after copying quotation and creating SO

Hi Guys,
In my scenario i am creating a quotation of qty. 100. Sytem generates planned order of 100 qty.After i copy the quotation and creates a sale order changing qty. to 50, the system is changing the planned order qty. to 50 whereas the requirement is planned order qty. must not change i.e. it must be 100.
Is there any setting for this.
Regards
Laxmikanth

answered

Copy quotation to order

Hello,
Lets say for example, per customer phone call, sales team created five quotations.
The quotations are for different materials and different delivery dates.
Now the customer sends confirmation for all quotations and desires five quotations to be combined into a single sales order with a single delivery date.
How can we do this?
Thank you

Use transaction VA01, enter your order type, click create with reference, enter your first quotation number and enter your new delivery date in next field and click copy.
You would be in create sales order - overview screen
From menu bar, select sales document -> create with reference -> enter your second quotation number, enter delivery date in next field and click copy.
Similarly you repeat steps for other 3 quotations.
Thus you have all five quotations in your sales order.

Would like solution for Copy Control Between Quotation and Sales Order

Hi Expert,
My customer requirement are the following topic:
1. need condition type (item) to input FIX AMOUNT in Quotation
2. once copy Quotation to Sales Order Condition have to copy not depend on quantity
for example
QUOTATION#1
=item#1 quantity 20 PC
=condition#1 fix amount 100 USD
================================ copy Quotation to SO
SO#1
=item#1 quantity 2 PC
=condition#1 fix amount 100 USD <----- full copy and not depend on quantity
But on my setting I get Sales Order 2 PC with condition#1 10 USD ....
I need the way to Configure or Customize (need configure if have)
Many thanks for Advise me
Best Regard,
Atom
Edited by: korakoj chantarasupawong on Mar 25, 2011 7:28 AM

Thank you very much,
for my customer requirement for this condition is handing charge.
This handing charge is agreement between my customer and thier customer to keep fix amount per sales order.
such as 1 quotations per item has handing charge 100 usd per 10 TON product
if thier customer would like to split delivery (open sales order) 10 times, they have to earn 100 usd / 10 times.
so this is the meaning for this condition.
so
QUO#1
item#1
- mat A 10 TON (handing charge 100 USD per 1 sales order)
- mat B 20 TON (handing charge 20 USD per 1 sales order)
--> copy to sales order 1
SO#1
item#1
- mat A 2 TON (handing charge 100 USD per 1 sales order)
- mat B 1 TON (handing charge 20 USD per 1 sales order)
--> copy to sales order 2
SO#2
item#1
- mat A 8 TON (handing charge 100 USD per 1 sales order)
- mat B 19 TON (handing charge 20 USD per 1 sales order)
some thing like that's
many thank expert
please carry on advise me thanks

Header Discount getting copied more than once

Hi all,
I have a problem in Quotations in CRM-PCUI. We have renamed the pricing tab as 'Header Discounts'. If we try to copy quotaion, the header discount gets copied as many times as the number of products present for the quotaion, but on clicking save button all header discounts sum up and get consolidated into one. I want to know whether this is Standard SAP bahaviour and how can we change it? We want only consolidated total header discount to appear when we click copy quotation, and not on clicking save button.
I have assigned a Zclass to it and used some badis, but if i deactivate them and use standard class also, then also it behaves in the same way.
Any suggestions in this regard are highly appreciated.
Regads,
Rohit Khetarpal

Dear,
Please check: How to rescrict the user to enter a manual condition type once in pricing
Manul Condition type duplication control
Regards,
Syed Hussain.

Copy quantity confirmation from Qt to SO

Hi
While i copy Quotation confirmation for SO creation , system again go for availability check automatically , after that i observed that it confirm other quantity instead to quantity blocked by Quotation.
So its like double quantity confirmation for same order .
Can anyone help me how do i get back SO confirmation quantity of Quotation only ??
Thanks
Nitesh

Hi guang,
The system response is correct only. Because the system do the availability check at both Quotation and sales order levels. This is because the availability check settings at schedule line category (VOV6)of both levels.
So, first check have u activated the setting at both BP &CP.
Also qty difference is arised due to the document probability. Since the quotation have document probability of 70% only, so only 70% of the item qty have been transferred to MRP. But in sales order, the probability is 100%. that is why the difference in quantity is arising during availbility check.
Hope it is useful..
Reward points if useful....

Delete line item from quotation

Hi i am using bapi to copy quotation...my requirment is i want some material from original quotation. so is there any bapi to delete materail from coyied quotation...
thanks

i am sorry.actually i was in hurry. my requirement is that.I am Copying Quotation using bapi BAPI_SALESDOCUMENT_COPY. after that i want to delete some line items from copied quotation..i am trying to delete using BAPI_CUSTOMERQUOTATION_CHANGE with D flag. but it is deleting Quantity from line items.
but i want to delete whole line from quotation.

Capture Docnum of Sale quotation on Sales order

Dear all,
iam copying sales quotaion to sales order.
I want to capture copied quotation docnum on sales order.
I can see "Based On Sales Quotations Docnum." on remarks field bt i want only Docnum.
Plz give some idea...

Hi...........
You can have simple FMS for getting the Document No. of base document.......
Please try following FMS...........
Select T0.DocNum from OQUT T0 Inner Join QUT1 T1 On T0.DocEntry=T1.DocEntry
Where T0.DocEntry=$[RDR1.BaseEntry.0]
Apply above FMS in Remark field of Sales Order once you copy simply press Shift+F2
Regards,
Rahul

Purchase Requisition Link in Purchase Order

Hi,
I have created a PO using following method;
PR >> Autocreate RFQ >> Copy RFQ to Quotation >> Copy Quotation to PO
I need to know how to find the relevant PR number when I open the PO.
Please help me find a solution.
Thanks
Jimm

I tried what you have suggested;
* PO was created in the long process (i.e. PR >> Autocreate RFQ >> Copy RFQ to Quotation >> Copy Quotation to PO)
* "Navigation: Requisitions -> Requisition Summary >> Go to "Related Documents" tab and enter the Purchase Order number."
The purchase order number is not accepted. It says 'Invalid value for field REATED_PO
but when i search the same PO number from PO summary it opens.
please help

Easy Cost Planning (SAP) in Tender Process

Hi All,
I am using SAP ECC 6.0 EHP 4. I wanted to know if Easy Cost Planning in SAP PS can be used to cost a project initially while Tendering process.Or is there any other tcodes in SAP for tender process? I created Costing Models for most of the possible processes in a civil project and included the labour cost,equipment cost and material cost in it.By this way can we proceed implementing SAP in our tendering department.Looking forward for your valuable replies.

Hi ,
SAP has easycost planning objects available to cater to it. Process starts with inquiry.
1) Create inquiry for customer request. Define service material in material field in VA11
2) Create Project copying closest executed in part ( you have said 70% is engineered fresh, then project is 30 % correct at the time of copying)
3) Amend project to add/chnage/delete components & network activities. Add miilestone payment you wish to propose in quotation.
5) Add project no in inquiry (Accoutn assignment in Line item )
4) Use DP81 traxn to create quotation.Easy-cost planning need to be configured to calculate price( Cost+ mark up scenario possible) There are possibilites to pull as many deatils as you wish in quotation ( As line items) from project structure. It is possible to list major assemblies that will be delivered to customer( Make- To - Order variations). It is also possible to replace Service item used in inquiry with 'Material masters' of FERT & itemization in Quotation. Milestone dates from project will be copied you can propose % billing arrangement at each date to customer.
5) Able to revise quotation seamlessly & resond to customer changes/addtioal request. Revised quotation reflects your ability understand customer request & changes are seamlessly reflected in qty, total price & dates.
6) Upon confirmation of Sale, Sales order can be created copying quotation. All hard work/ iteration of commnucation with customer , need not be defined in system again. Order Acknowledgement will reflect agreements with customer.
SAP E C & O best practice has few more addtion for Civil project ... how to measure % completion based on Mortar used & daily output of cement mixing. That will help,
Regards,
Jatin

Project Manufacturing using PS

Dear Sir,
We are in the business of manufacturing Industrial Machine as per customer requirement and 70% engineering is done fresh for every customer order .
We are using Project System for manufacturing and have followed the following appraoch :
a) On Receipt of Customer Order , we first create a Project . Parallely Engineering activity , BOM preparation , Roting preparation is started . We are not creating WBS BOM .
b) For Advance procurement , relevant items are attached under an activity in a WBS
c) FERT item requirement is attached in the Project under an activity in the WBS. We are not using BOM transfer apparoch.
d) MRP run is made against the project (MD51) and Planned Order , Purchase Requisitions gets generated .
e) As BOM/Routing preparation is still in progress , SO MRP run is made multiple times . For a Project on average we make MRP run approx 5 times . At this stage BOM/Routing reaches to 100%.
We seek the guidence from the experts gurus that whether the apparoch being followed by us is a correct one . Incase the above approach is not the correct one , we request expert gurus to kindly guide us about the best apparoch to be followed .
We will be highly greatful for the kind help pl .
With Regards
Sonia Agarwala

Hi ,
You may want to consider adding Pre-sales process. One of the order winning criteria in MTO environment is Quotation meeting customer requirement.
SAP has easycost planning objects available to cater to it. Process starts with inquiry.
1) Create inquiry for customer request. Define service material in material field in VA11
2) Create Project copying closest executed in part ( you have said 70% is engineered fresh, then project is 30 % correct at the time of copying)
3) Amend project to add/chnage/delete components & network activities. Add miilestone payment you wish to propose in quotation.
5) Add project no in inquiry (Accoutn assignment in Line item )
4) Use DP81 traxn to create quotation.Easy-cost planning need to be configured to calculate price( Cost+ mark up scenario possible) There are possibilites to pull as many deatils as you wish in quotation ( As line items) from project structure. It is possible to list major assemblies that will be delivered to customer( Make- To - Order variations). It is also possible to replace Service item used in inquiry with 'Material masters' of FERT & itemization in Quotation. Milestone dates from project will be copied you can propose % billing arrangement at each date to customer.
5) Able to revise quotation seamlessly & resond to customer changes/addtioal request. Revised quotation reflects your ability understand customer request & changes are seamlessly reflected in qty, total price & dates.
6) Upon confirmation of Sale, Sales order can be created copying quotation. All hard work/ iteration of commnucation with customer , need not be defined in system again. Order Acknowledgement will reflect agreements with customer.
One of the key challange in MTO environemnt is integrity of what is delivered as against what was promised & if you are using SAP , it can be achieved , if you capture 'Pre-sales' process in SAP.
Easier said then done, though. We did a Crew-boat building project recently & SD, FI, CO consultant are opposed to ideas of putting inquiry/quote process in SAP.
my 2 cent worth,
Jatin

Error during transfer of tax condition JA1X

How to resolve this error? This error is appearing when i am copying quotation to sales order and saving the same.The momebt i save the SO ..it gives following error.
Error during transfer of tax condition JA1X
Message no. VH807
Diagnosis
A condition type is found in the tax determination procedure, which is not available in the current document pricing procedure.
Bhushan
Message was edited by:
Bhushan Shah

If your tax procedure is taxinj you have to maintain same condition type in your factory pricing procedure also ja1x is stat condition type.
check all manual changes of budget legal implication changes and follow master note 1032265

Price agreement in Contract

Hello everybody,
I have to copy Quotation in Contract and want use the funktion BAPI_CONTRACT_CREATEFROMDATA. It's work fine for creating the header-data and item-data. But i don't find how to create the Pricing agreement? Is it possible to create the agreement with the funktion or not? What are the different possibilities?
Kann someone help me?
Thank's a lot.
Message was edited by: MB

this link may serve your purpose.
http://help.sap.com/saphelp_erp2005vp/helpdata/en/dd/5604f9545a11d1a7020000e829fd11/frameset.htm.

How can we import po distributions by using po_distributions_interface ?

Hi we are trying to import distributions of standard purchase order. We are trying to create distributions just because copy quotation functionallity does not provide us po distribution lines. We want to create line distributions by interface.
Thanks in advance
Cagri

Hi Cagri,
Here is a sample script from metalink, please refer note 296286.1 [296286.1|https://support.oracle.com:443/CSP/ui/flash.html#tab=KBHome(page=KBHome&id=()),(page=KBNavigator&id=(bmDocTitle=How%20To%20Import%20Standard%20PO%20With%20Multiple%20Shipments%20And%20Distributions&from=BOOKMARK&bmDocID=296286.1&viewingMode=1143&bmDocType=HOWTO&bmDocDsrc=DOCUMENT))] for more details.
Here is an example to populate multiple shipments and distributions.
This example creates one line , two shipments, one shipment has two distributions.
INSERT INTO po.po_headers_interface
(interface_header_id,
batch_id,
process_code,
action,
org_id,
document_type_code,
currency_code,
agent_id,
vendor_name,
vendor_site_code,
ship_to_location,
bill_to_location,
reference_num)
VALUES
(apps.po_headers_interface_s.NEXTVAL,
9,
'PENDING',
'ORIGINAL',
204, -- Your operating unit id
'STANDARD',
'USD', -- Your currency code
57, -- Your buyer id
'Office Supplies, Inc.',
'OFFICESUPPLIES',
'V1- New York City', -- Your ship to
'V1- New York City', -- Your bill to
'TEST3') -- Any reference num
INSERT INTO po.po_lines_interface
(interface_line_id,
interface_header_id,
line_num,
shipment_num,
line_type,
item,
uom_code,
quantity,
unit_price,
promised_date,
ship_to_organization_code,
ship_to_location)
VALUES
(po_lines_interface_s.nextval,
po_headers_interface_s.currval,
1,
1,
'Goods',
'CM11062',
'Ea',
1,
17.50,
'10-JAN-2005',
'V1',
'V1- New York City' )
INSERT INTO po.po_distributions_interface
(interface_header_id,
interface_line_id,
interface_distribution_id,
distribution_num,
quantity_ordered,
charge_account_id)
VALUES
(po_headers_interface_s.currval,
po.po_lines_interface_s.CURRVAL,
po.po_distributions_interface_s.NEXTVAL,
1,
1,
12975) -- Your Charge Account Id
INSERT INTO po.po_lines_interface
(interface_line_id,
interface_header_id,
line_num,
shipment_num,
line_type,
item,
uom_code,
quantity,
unit_price,
promised_date,
ship_to_organization_code,
ship_to_location)
VALUES
(apps.po_lines_interface_s.NEXTVAL,
apps.po_headers_interface_s.CURRVAL,
1,
2,
'Goods',
'CM11062', -- Your item
'Ea',
2,
17.50,
'10-JAN-2005',
'V1',
'V1- New York City')
INSERT INTO po.po_distributions_interface
(interface_header_id,
interface_line_id,
interface_distribution_id,
distribution_num,
quantity_ordered,
charge_account_id)
VALUES
(po.po_headers_interface_s.CURRVAL,
po.po_lines_interface_s.CURRVAL,
po.po_distributions_interface_s.NEXTVAL,
1,
1,
12975) -- Your charge account id
INSERT INTO po.po_distributions_interface
(interface_header_id,
interface_line_id,
interface_distribution_id,
distribution_num,
quantity_ordered,
charge_account_id)
VALUES
(po.po_headers_interface_s.CURRVAL,
po.po_lines_interface_s.CURRVAL,
po.po_distributions_interface_s.NEXTVAL,
2,
1,
12975) -- Your charge account id
Thanks
Shailendra

Copy quotation

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