Creating Alerts on adding sales quotation?

Hi All,
we want to create an alert when adding a sales quotation.
Overview:
Someone in a company adds an sales quotation. We have to send automatically an alert to the sales employee in the document.
We worked on the transaction notification. Now it adds data into OALR and OAIB Tables, but there is no alert sent.
Do you know a possibility to automatically send alerts when adding documents?
Or which steps business one makes when sending an alert?
Best Regards
Michael

Hi,
I am afraid that it will not work if you did not create the sales employee as user. The alert management is a feature to activate the alert that sent to user but not sales employee. So, I suggest to create user code for the sales employee and then under module administration -->  alert management --> press Ctrl+A --> create the alert name --> click open save query button to display query manager --> select and click the query --> select the user code in the To column where the user code is the sales employee by tick the tick box column  --> click add button if finish. You could define the frequency of the alert and save history tick box checked or not checked.
Rgds,

Similar Messages

  • How to assign values to UDf of sales quotation at Doc level using UIAPI

    HI,
    I have a custom form, viz. Sales feedback.
    When the user clicks button "Copy to sales quotation" of this form,
    I create an instance of Sales quotation form and open it in SAPB1.
    I have to populate all sales feedback data to this form(Sales quotation form's UPAPI).
    What is the simpest way to do this?
    Also, How can I assign UDF values to sales quotation from sales feedback.
    Regards
    Trupti Mahurkar

    Hi Trupti,
    for assign UDF values, trying with:
    Dim oTargetDoc,oSourceDoc As SAPbobsCOM.Documents
                oTargetDoc.UserFields.Fields.Item("myUDF").Value=  oSourceDoc.UserFields.Fields.Item("myUDF").Value()

  • B1UP Sales quotation template

    I am using B1UP + SAP Business One 2007A. I have created some templates for sales quotations(to fill some default values in fields). Where can I see the templates created? I can't see any option on the B1 UP menu to view/edit the created templates.

    Hi,
    I've encountered this problem before and unfortunately as far as I'm aware, once you create the template, all you can do is use it or delete it.  Any changes have to be made by deleting it and creating a new one.
    Michael

  • Sales Quotation to Sales Order copy to  creates  Duplicate values.

    Hello,
    I added the  2 columns in Sales Quotation (freight Charges) form  and (inserted/updated)  the  amount.   My problem is when i use the  COPY TO    to  Sales Order ,  duplicate Columns are  creating in  Sales order(freight Charges ) Form.   I  inserted  in  QUT3 Table.
    Thanks,
    Y.
    Edited by: Yughandar on Nov 1, 2011 3:24 AM

    I add the freight items( Handling charges)  in  Freight form in administration.  And   it is  reflected in  Freight charges form in  Sales Quotation.  Using code i  inserted  the values in QUT3 Tabel.   And  when i  use    COPY TO  to  sales order  ,  everything copying to  Sales order but  duplicate  (Handling charges)  Row is  adding in Freight charges form . Means  2 Handling charges rows are displaying..

  • Adding new items in Contract created by referring to a quotation

    Dear experts,
    I have been asked to enhance the contract creation process when it is created by referring to a quotation. The enhancement should make 1 item with quantity=3 in quotation appear as 3 items with quantity=1 in the contract.
    By making an enhancement in USEREXIT_CHECK_VBAP of SAPMV45A, I have been able to split the single item read from the quotation into 3 line items - but unfortunately I still unable to do the same with their pricing conditions and billing plan. My thinking is that there must exist a routine to recalculate pricing conditions of each items in the original program. But what is that and how to use it is something that I need to know.
    Please give me some light on this... Thanks.

    HI
    GOOD
    TRY TO USE THE USER EXITS AMONG THESE
    SDTRM001            Reschedule schedule lines without a new ATP check
    V45A0002            Predefine sold-to party in sales document
    V45A0003            Collector for customer function modulpool MV45A
    V45A0004            Copy packing proposal
    V45E0001            Update the purchase order from the sales order
    V45E0002            Data transfer in procurement elements (PRreq., assembly)
    V45L0001            SD component supplier processing (customer enhancements)
    V45P0001            SD customer function for cross-company code sales
    V45S0001            Update sales document from configuration
    V45S0003            MRP-relevance for incomplete configuration
    V45S0004            Effectivity type in sales order
    V45W0001            SD Service Management: Forward Contract Data to Item
    V46H0001            SD Customer functions for resource-related billing
    V60F0001            SD Billing plan (customer enhancement) diff. to billing p
    SDAPO001            Activating Sourcing Subitem Quantity Propagation
    V45A0001            Determine alternative materials for product selection
    THANKS
    MRUTYUN^

  • Error when Creating Sales Quotation

    Hi,
    I am trying to add SalesQuotation through DIAPI. I got the error code -5002 that "Item no. is missing [OQUT.ObjType]". I don't understand why because the item code is defined and the docnum value is also defined. Can anyone enlighten me on what I have done wrong?
    Below is my C# Code:
    public static void CreateSalesQuotation(B1DataConnection conn){
                   string cardCode = "1903";
                   SAPbobsCOM.Documents salesQuote = (SAPbobsCOM.Documents)conn.InternalConnection.GetBusinessObject(SAPbobsCOM.BoObjectTypes.oQuotations);
                   salesQuote.DocNum = 1030;
                   salesQuote.Address="123 Warehouse";
                   salesQuote.CardCode = cardCode;
                   salesQuote.CardName = "Norm Thompson";
                   salesQuote.ContactPersonCode = 702;
                   salesQuote.DiscountPercent = 15;
                   salesQuote.DocCurrency = "USD";
                   salesQuote.DocDate = DateTime.Today;
                   salesQuote.DocDueDate = DateTime.Today.AddMonths(1);
                   salesQuote.DocType = SAPbobsCOM.BoDocumentTypes.dDocument_Items;
                   salesQuote.HandWritten = SAPbobsCOM.BoYesNoEnum.tNO;
                   salesQuote.JournalMemo = string.Format("Quotation : {0}",cardCode);
                   salesQuote.PaymentMethod = "Checks";
                   salesQuote.SalesPersonCode = 4;
                   salesQuote.Lines.ItemCode = "A00004";
                   salesQuote.Lines.ItemDescription = "IBM Inforprint 1222";
                   salesQuote.Lines.Quantity = 50;
                   salesQuote.Lines.Price = 300;
                   salesQuote.Lines.WarehouseCode = "035";
                   salesQuote.Lines.TaxCode = "NY";
                   salesQuote.Lines.SerialNum = "25412671345";
                   salesQuote.Lines.Currency = "USD";
                   salesQuote.Lines.Add();
                   int returnVal = salesQuote.Add();
                   int errCode;
                   string errMsg;
                        if(returnVal !=0){
                             conn.InternalConnection.GetLastError(out errCode, out errMsg);
                             string mesg = string.Format("Error Code: {0}; Error Message: ", errCode, errMsg);
                             Console.WriteLine(mesg);
                             return;
                   Console.WriteLine("Successfully insert the sales Quotation!");
    Thank you in advance,
    Sunny

    Hi sansanee
    I assume the syntax is correct, don't know c#.
    The main reason it is not working is because you said "salesQuote.Lines.Add();" when you only have one line. You only add the line if you have more than one line on your sales quote. The last line is added and taken care of when you say "salesQuote.Add();". So basicaly i'm saying that if you have 4 lines in the quote you'll have three "salesQuote.Lines.Add();" to do the first three lines then the last will be taken care of when you add the invoice.
    It gives you that error because the second line has no item code because it thinks there is a second line.
    Another tip, only fill in what is neccaserry, the rest it will use the defaults of the system.
    Hope this helps

  • How to create Sales Quotation from project through DP81

    Dear Guru's,
          How to create Sales Quotation(VA22) from project through DP81, what all the customization settings are required for this functionality; please explain me all the step those are required for this process.
    Regards,
    Sai

    Hi,
    You can use DP81 and DP82 to create Quotations .
    If you want to use DP81 then you need to link Sales Inquiry with Project by entering the WBS Element in Account Assignment Tab of Inquiry and also enter the DIP Profile in Sales B View.
    Else you can carry sales pricing without the creation of Inquiry.Enter the DIP Profile ,Dist Channel,Division in control data tab of project and also enter Sold to party in Partner tab.
    See SAP help for customisation of DIP Profile .
    Muzamil

  • Error in Sales Quotation UDF Editing

    Dear ALL,
                     I have created a Sales quotation and saved it to it there is a UDF (Text 64000 character field) which contains data.
                     If I delete some data from the field it lets me edit and save it.
                    On adding even a single caracter in  the field system Hangs and closes down.
    Please advice
    Thanks in advance.

    Hi Aslam.......
    Is Same thing happening in server also?
    I doubt this might be the issue of PC config.
    What is the memory space?
    Clear the temp files and try disconnecting addon if any just for the sake of checking.
    If again same problem happens then try reinstalling DI API and SDK.
    Regards,
    Rahul

  • Sales Quotation

    Respected sir,
                    one of my end user is trying to ADD a Quotation when they say " ADD " It will ADD but when they click Last Data Record its not showing the Record.what is the problem i could not understand.Anybody please help me out from this.

    HI ,
       I got your point,and my end user is using different document series.
    Suppose,
      first they have used primary series which is from 1-1000 series.Suddenly they have started using different series according to their product.but when they click Last data record its not showing. Atleast they have to see what they have done the quotation.if they want to do the sale order its not showing in "copy from Sale Quotation".what i need to do.Even the super user also cannot see those kind of DOCS but when the super user will create a Quotation from different series its creating.Help me out how can i explain to my client.
    Quotation is also having Approval Procedures and when the end user is adding the quotation and the no. is 2004 and when quotation is added its showing "doc has been added as draft'.but when new quotation is opened sme 2004 is showing that means its also not adding the quotation.WHY So..?Help me out. I think cleared explained to You.
    Edited by: Maithili on Feb 4, 2012 9:05 AM

  • Storeprocedure for sale order without sale quotation

    hi,
    i want sp where without creating SQ, SO WILL NOT ADD

    Hi ,
    Please try this ,
    create TRIGGER [dbo].[BaseEntry] ON [dbo].[RDR1]
    for Insert
    AS DECLARE
        @BaseEntry nvarchar(max) 
    BEGIN
         SET NOCOUNT ON;
        SELECT @BaseEntry =isnull(BaseEntry,'') FROM INSERTED
        if isnull(@BaseEntry,'') =''   begin
           RaisError('Please Raise Sales Quotation First.',16,10)
           Rollback transaction
        end
    END
    Thanks
    Lloyd

  • Copy closed or cancelled sales quotation to sales order

    2007A SP0 PL49
    It is possible to copy a closed/cancelled sales quotation to a sales order. It is also possible to copy to sales order several times. What is the reason for this? Has this always been the way it works?

    Yes it's possible and been around since we started with SAP 2005A. We use sales quotes extensively and treat them like standing orders.  We have customers that order the same items over and over daily/weekly, and rather than have to key in those sales orders over and over we use the document generation wizard to copy sales quotes to sales orders based on UDF we have added.
    If you want closed sales quotes to be blocked from adding to a subsequent document I am sure this can be done with stored procedures.

  • In the Production Order, Sales Quotation is displayed not the Sales Order

    Hello to All,
    I need a kind help from you.
    My scenario is as follows
    There is a Configurable Material (Finished Product)
    Sales quotation (VA21/2/3) were made for this material.
    Sales Order (VA01/2/3) with reference from the Sales Quotation were made for this same material.
    Now when I run the MRP (MD02) for this material, Planned Orders were created.
    Planned orders were converted to the Production Order.
    In the Production Order (say in Display mode), under the 'General' tab, there is a segment called 'Sales order'. In this segment, the sales order is being displayed if the Production Order is created for a sales order (MTO scenario).
    But, in my case, the Sales Quotation number is being displayed instead of the Sales order.
    My Issue which need your answers:
    Is it a standard SAP scenario?? I mean, if the production order is created for a sales order and again if the sales order is created earlier with reference to a sales quotation, then in the production order, the Sales quotation is displayed. Is it a standard?? Or it is showing wrongly? I mean, is it like that, always the sales order should be displayed in the Production order and not the sales quotation??
    Please suggest so that I can overcome this problem, if at all it is a problem.
    Some More Inputs (For your analysis/research):
    1. After the MRP run of the material the Planned Order is created. I have checked the planned order, and found tha the assignment of sales document (in this case Quotation) is done in the Planned order itslef. It is visible wthin the "Assigmnet" tab of the Planned Order.
    2. For the analysis purpose, I created one stand-alone Sales Order for the same material. I mean, without reference from any Sales Quotation. Then, when I run the MRP (md02), the Planned Order and then production order were created normally, with reference to the Sales order. This just for your kind information.
    3. I have checked the pegged requirement of the Production order in the MD04. It is showing the Sales order itself. But, if I see the production order (CO02/O03), it shows sales quotation.
    User Requirement:
    Evenif, the sales order is created with reference to a Sales Quotation, after MRP run, in the Planned and thereby subsequent production order, the Sales Order should display and not the Sales quotation.
    Please suggest.
    Thanks and Regards,
    Supriyo

    Hi
    Since your scenario is configurable material,  the system takes the reference of sales quotation only. Because the in case of configurable materials the sales quotation is the base and based on the sales quotation the sales order is created and subsequent production order.
    This is std SAP and for configurable materials the sales quotation is deciding factor
    Krishna

  • Attachments(matrix) in Sales Quotation

    Hi All,
                  In my sales quotation i want to add an attachemnt tab,in that matrix will be there.i want to browse from dialog box & add 'n' no.of items to the matrix folder & save it.can anybody tell me some sample coding to add multiple items in matrix & add....same like in sales oppurtunities i want to add attachments in sales quotation.
    thanks
    dileep

    hi
    I think you got confused with document and draft no on Approval documents.
    Ofcourse many user,got this confusion.
    The Document number wont be generated in Sales Quotation till you add it(i.e when waiting for approval)
    The document number which is shown in  that document when pending for the approval, is not the finalised number.
    Its just the next number of sales quotaion which wont get stored in sales quotation,rather it will store in Draft table ODRF.
    when you have too many documents which is waiting for approval,you can notice that document number will be same for all the other documents.
    So you note down the Draft Number which is UNIQUE.
    For Ex:
    you are creating sales quotation which has the document number as '335'.
    so when you sending it for approval the draft number will be staored as '211'.
    after getting the approval,when you add it,document number will be generated as '337' because two documents were posted when the draft no:211 is waiting for approval.
    revert me for any clarification.
    Edited by: kambadasan on Feb 23, 2012 1:41 PM

  • Copy data directly from service order to sales quotation

    I know the process to create the sales quotation from service order in customer interaction center but my query is that is there a way that data should be directly copied from the service notification to the service order to the quotation because I have entered the data completly in the notification .Entring the data again and again make mistakes .
    THANKS
    AVANISH GULATEE
    M-08447307358

    look for the BADIS that get triggered when you save the notification. if you find any BADI, then you can create new implementation for it and you can write the code. you can use CRM_ORDER_MAINTAIN to create service order inside that new implementation.

  • How to find out Inquiry  document number in sales quotation

    Hi all
    my client have requirement that while creating quotation with reference to inquiry number the system should copy inquiry number in sales quotation it should be save into any particulates field so base on that  he can configure  output determination can any one help me how to find out Inquiry  document number in sales quotation and what are the config step i need to do
    Thanks and regards
    rajesh

    Hi raj
    Firstly  , In Sales header data you can see the preceding document feild but i am not sure in which tab .
    Secondly, As far as document flow is concerned go to VA22 and then you will get the document number of the quotation and at the top you will get one small icon which is document flow , but i am, not sure with the shortcut but just check with  Shift +F2. then you can see the flow
    Regards
    Srinath

Maybe you are looking for

  • User Exit for T.Code F.50

    Hi All, i hvae to add new fields in the output list of T.Code F.50. Please let me know if there is any user exit for this. Thanks in advance

  • How to create a folder with java application?

    Hi expert I would like to read some tutorial or manual to understand the logic behind the management of the folder and document from a java application in KM. Anyone could help me? thank you Andrea

  • Disfunctional Power Adapter

    I just came back from approximately 2 hours away from my power adapter this evening to find the amber light was still on (not connected to anything). The adapter was plugged into my power bar, so I unplugged it and the amber light flickered out after

  • Mail Subject getting cut shorted

    Hi frnds In my mail subject i see that the subject is getting cut shorted like "Contract Title 5600000422 Actual Spend is now 91" . I am only getting this message in subject but the original is some what bigger than this . Is there any limitation to

  • How do I find setup assistant

    When I installed OS X Lion, I cancelled the setup assistant process, intending to complete it when I had the time. now I can't find it and I think there were things I should have done. How do I find it now? Thanks!