Discount approval
Hi all,
could you please help me out with the following case:
An account manager agrees upon certain discount agreements with his customer. When the value of these conditions is over $ 20,000 a year he needs approval of his Sales manager. We would like to facilitate this in SAP by letting the system block the discount agreement automatically when the value of the agreement is over $ 20,000. When the Sales manager has approved the agreement the agreement is automatically unblocked. My client wants standard SAP, which means no enhancements/modifications and no SAP workflow.
Is it possible to this with standard SAP? And how? I hope anyone can help me out.
Thank you for your reply!
Kind regards,
Wander Jansen Venneboer
Message was edited by: Wander Jansen Venneboer
Hi Wander!
Nice approach: we want only pure standard, but you have to fulfill ALL our (whatever strange) requirements.
Let's see, what might be done:
There is a possibility to limit condition values to a customized range (e.g. 0-20,000 and 20,001-999,999). Then you can restrict authority for condition maintenance to specific condition types. So you could use small and big discount condition types, where the small ones have a different authority group then the other one.
Of course this leads not to an approval process.
There is also a way to have conditions with a release status 'A - proposed, B - checked, C - active', but I don't know, if here an authorization can be linked.
Maybe a mixed approach (small without release status, big discounts only with release status + procedure) can help in your case.
<a href="http://help.sap.com/saphelp_erp2004/helpdata/en/a4/af9e78e69611d2ace10000e8a5bd28/frameset.htm">release procedure</a>
<a href="http://help.sap.com/saphelp_erp2004/helpdata/en/93/7432f8546011d1a7020000e829fd11/frameset.htm">condition limits</a>
You will have (more or less) surely condition formulas or requirements - technically they are a modification. A BADI implementation does not need this - maybe here some learning process on customer side will come.
Regards,
Christian
Similar Messages
-
Assigning discount threshold to a position in org. model
Hello,
I need to assign discount thresholds (as a percentage value) to a position in org. model to facilitate discount approval process for quotation. Can this be done by using the attributes section of the position? Please provide your inputs.
Thanks,
Aditya MishraHi Aditya,
not exactly what you are looking for, but probably you can make use of http://help.sap.com/saphelp_crm700_ehp01/helpdata/EN/45/7d36e37962694ee10000000a155369/content.htm or http://help.sap.com/saphelp_crm700_ehp01/helpdata/EN/45/bff319692f52f5e10000000a1553f7/content.htm.
Best Regards,
Michael -
I'm sorry if this is the wrong board. I am taking several college classes along side my high school courses and am enrolled as a student at my local (apple discount approved) college. My question is what will I have to present at my local apple store next week to get the discount? I have never been through this process and wanted to be prepared. This will be my first Mac
Thanks in advance.You don't need a proof of college registration to get the Apple Education discount...K-12 schools get it as well. Do you have a report card or a simple letterhead from the school with a teacher's signature? If you're buying at an Apple Store, call them and ask what a high-schooler needs to show them for proof...they're usually pretty easy (unless you want to buy a batch of the same item).
-
Greetings,
I have a discount approval workflow in CRM. The discount approval person wants to see the quote in PDF when he/she gets the quote approval request in his UWL Task tab, but I haven't been able to figure this one out.
We have the class/method:
zcl_cust_doc_proc_crm_order=>crm_srvcont_exec_smart_form
which we use in the PCUI to display the quote.
I looked at using SWFVISU and adding an entry for object visualization, but I don't understand how this would link back to approval task. Can someone please help me with this or point me to some documentation.
Thanks.
Regards,
Mel Calucin
Bentley SystemsHi Raja,
Thanks for your response.
Actually I had checked regardng UWL XML config details about this task and this parameter appears there..
So that is the reason I was wondering whether this is related to any patch levels?
Have you come across any details e.g. patch level pre-requisites etc for dynamic parameters to work with UWL?
Pls let me know If you have any other suggestions to check for.
Regds,
Akshay -
Approval Query on multi-level line discounts
Hi Experts,
I have this query that is attached in the A/R Reserve Invoice> free text field that triggers different values corresponding to the to approval levels of the management. The query is triggered when a discount is manually change. Also, the free text returns a null value, if the item chosen is defined in period & volume discounts table (OSPP & SPP1).
However, the issue arises when the client creates first a Sales Quotation which has an item defined in OSPP (promo item), upon copying to RI, the FMS returns a value instead of null, especially if the item copied is a promo item.
I need help to modify this query to consider also if the item (promo) is copied from a base document.
Thanks,
Don
If CONVERT(real,$[$38.15.11]) > 0.00 AND
NOT EXISTS (
SELECT DISTINCT ItemCode FROM OSPP WHERE ItemCode = $[$38.1.11] AND ListNum=1
AND Discount <> 0.00)
OR
NOT EXISTS (
SELECT DISTINCT ItemCode FROM SPP1 WHERE ItemCode = $[$38.1.11] AND ListNum=1
AND Discount <> 0.00 AND (CONVERT(smalldatetime,$[$10.0.Date],101) >= CONVERT(smalldatetime,FromDate,101))
AND (ToDate IS NULL OR CONVERT(smalldatetime,$[$10.0.Date],101) <= CONVERT(smalldatetime,ToDate,101)))
Begin
DECLARE @discprct1 as real, @discprct2 as real
SELECT @discprct1 = 0.00, @discprct2 = 0.00
SELECT @discprct1 = ISNULL(OITM.U_DiscLimit1,0.00) FROM OITM WHERE OITM.ItemCode = $[$38.1.11]
SELECT @discprct2 = ISNULL(OITM.U_DiscLimit2,0.00) FROM OITM WHERE OITM.ItemCode = $[$38.1.11]
If @discprct2 <> 0
Begin
If CONVERT(real,$[$38.15.11]) > @discprct2 SELECT 'Level3 Approval'
ELSE
SELECT CASE WHEN (CONVERT(real,$[$38.15.11]) <= @discprct2) AND
((@discprct1 = 0.00) OR (CONVERT(real,$[$38.15.11]) > @discprct1))
THEN 'Level2 Approval' ELSE
(SELECT CASE WHEN (CONVERT(real,$[$38.15.11]) <= @discprct1) AND @discprct1 <> 0.00 THEN 'Level1 Approval' ELSE '' END)
END
End
Else
If @discprct1 <> 0
SELECT CASE WHEN CONVERT(real,$[$38.15.11]) > @discprct1 THEN 'Level2 Approval' ELSE 'Level1Approval' END
ELSE SELECT 'Level1 Approval'
End
ELSE SELECT ''Hi Ravi,
The users don't want to restrict the whole report on a specific customer or material. The only user input variable that will be available is the customer order date.
The restriction has to be on the value of caracteristics coming from each individual sales orders that appear on the report.
Exemple: I ask for sales order for a specific date and it gives me 2 sales orders with different customers and materials:
Customer order list:
- Ord# 1000241, Cust#100, Mat #A01, $100, <b>128$, 95$</b>
- Ord# 1000244, Cust#115, Mat #B02, $100, <b>119$, 118$</b>
The amount 128$ is restricted by date, and customer #100
The amount 95$ is restricted by date, and material #A01
The amount 119$ is restricted by date, and customer #115
The amount 118$ is restricted by date, and material #B02
Thanks in advance,
Regards, -
Approval procedure in line discount
Hi Experts,
I would to ask if we can create an approval procedure when there are line discounts? If not, do we have any workaround query for this?
Thanks,
DonHi Deepak,
Thanks for the reply, but I assume that the terms and condition of the discount is only applicable to the discount footer and not on the line discounts. Can you check me on this if I'm correct?
Hi Yeni,
I am working on the query 'distinct true' however, the quey seems to be more advance since you have to capture all row discount % if any of the rows is not null. Do you have any specific query on this where I can also test?
Thanks.
Domn -
Approval Procedure should be triggred for discount given in line item
Hi All,
I want the approval procedure to be triggred when the discount given in the line item per row exceed 20%. Can any one give me the query for it .
Thanks,
GopalHi,
There is any other option for it, pls help me
I will explain the concept again.
In Sale quotation if the discount % given in the line item greater than 20% then while posting the saleQuotation document the particular document should go for approval, else it should not trigger the approval.
Its possible ? or any other aleternate solution
Thanks,
Gopal -
Approval for 100% discount in sales invoice
Dear Experts,
Please Help me with the query for Approval for 100% discount in sales invoicesHi Anil,
If it is Header level discount,You manage in standard SAP B1
Administration > Approval procedure > Approval templates.> terms > When the following applies > Choose > Discount % > Ratio> Greater than or Equal to 100
If it is line level discount case , you can use below query
Select Distinct 'True' Where Cast($[$38.15.0] as decimal)>=100 -
Help on Discount after Approval Procedures
Hi Experts,
Our customer is reporting an error after approval process that some documents has discount after the approval procedure.
Our customer insist that there are no discount when they approved the PO/ or Ap invoice but after approval, the originator can no longer add the documnts due to discounts.
Is there anybody experience the same problems with thier system.
I cannot report this since I cannot simulate the error
We are using 2007B Pl15
Regards,
SandraHI Sandra,
I agree with Gordon, I faced similar issues with the discount field but not with approval process though.
This happens when Quantity and unit price of an item are entered and the line total gets populated automatically after this if the user changes the line total without deleting unit price or quantity the discount field gets populated according to the change in the line total, please check if the end user is doing any of this.....or similar changes in these lines.....
regards,
Murali -
List of Discount based on customer
Olá pessoal,
Sou novo no mundo SAP SD e estou com algumas dúvidas... vou postar uma das principais aqui...
Na empresa em que trabalho, o processo funciona da seguinte forma:
1. Cliente é cadastrado
2. Ordem de venda (OV) implantada para este cliente com as condições de preço (descontos) definidas manualmente. Mesmo este cliente tendo uma lista de descontos, por família de produtos, aprovada em uma planilha excel.
3. OV passa pela primeira validação, onde são conferidas todas as questões tributárias, transportadoras e se o mesmo esta dentro da política comercial além de outros.
4. OV passa pela segunda validação, onde são liberados, ou não, os descontos cedidos ao cliente pelo vendedor.
Demais passos são desconsiderados nesta situação que preciso ajuda, portanto não vou prosseguir.
Posto isto, minha dúvida seria em como eliminar o 4º passo, uma vez que este cliente já possui uma lista de descontos definida.
Gostaria de saber se a solução abaixo é possível, e também se existe outra solução, bem como se somente customizado.
No cadastro do cliente, gostaria de colocar o desconto que quero aplicar por família de produto.
Ex.: Higiene = 37% | Alimentação=25% | Bebidas: 5%
E este cadastro seria aprovado pela direção uma única vez, até que os preços descontos precisem ser ajustados. Eliminando assim o 4º passo e desta forma, os diretores teriam que aprovar o cadastro do cliente e não todos os pedidos deste. Assim, uma OV quando implantada, já sairia com o desconto aplicado por família de acordo com o cadastro do cliente e automaticamente.
O 4º passo só existiria se caso houvesse uma tratativa especial em que fosse cedido um desconto manual na OV.
É possível?
Desde já agradeço.
Obrigado
Message was edited by: G Lakshmipathi
Please ensure to post in English languageOk, sorry.
Hi,
I'm new in the SAP world and i need a help with one doubts.
In the company I work, the process works as follows:
1. Client is registered
2. Sales Order (SO) registered for this client with the conditions of price (discounts) defined manually. But this client have's a list of discounts, by product family, aproved in an excel spreadsheet
3 SO passes for the first validation, which conferred all tax issues, carriers and whether it is within the trade policy and others.
4. SO passes for the second validation, where they are released, or not, the discounts granted to the customer by the seller
Other steps are disregarded in this situation that i need help, so I will not proceed with they.
That said, my question would be how to eliminate the 4th step, since this client already has a list of defined discounts.
I wonder if the solution below is possible, and also if there is another solution, and only if customized.
In the customer master, I would to inform that discount i want to apply separated by product Family.
For Example: Hygiene = 37% | Power = 25% | Drinks: 5%
And this registration will be approved by direction once, until the discounts need to be adjusted. Thus eliminating the 4th step and the directors would have to approve the registration of the client and not all sales orders. Thus, when an SO is registered, would have with the discount applied per family according to the registration of the client and automatically.
The 4th step only exist if there was a special case in which dealings were given a manual discount on OV.
Is it possible?
Tks. -
SBO - Approval Procedures at row level
Does anyone know how to create an approval procedure that is triggered by a row field. For example if I want an approval procedure that verifies discount percentage in row level.
There must be a workaround, cause I know this is not a functionality in SBO.
Thanks,
Hernán BaudritThe way you could solve this is to create a UDF at Header level and link a formatted search which loops through the number of rows in the transaction and returns TRUE if for example the Discount % is greater than allowed.
The coding should be something as follows:
Declare @Counter as integer
Set @Couter = 0
Declare @TempTable TABLE (STAT varchar(50)) -- Temporary table holding results of loop
Declare @LoopFor as integer
Set @LoopFor = (select (*) from (select T1.DocEntry
from INV1 T0 join OINV T1 on T0.DocEntry = T1.DocEntry
where T0.DocNum = $[OINV.DocNum])
While @Counter < @LoopFor
BEGIN
Declare @Disc as integer
Set @Disc = ( select T1.DiscPrcnt
from INV1 T0 join OINV T1 on T0.DocEntry = T1.DocEntry
where T0.DocNum = $[OINV.DocNum]) and T1.LineNum = @Counter
IF @Disc > 20
BEGIN
INSERT @TempTable VALUES ('TRUE')
END ELSE INSERT @TempTable VALUES ('FALSE')
@Counter = @Counter + 1
END
SELECT Distinct 'TRUE' from @TempTable where STAT = 'TRUE'
Please note that the coding is not 100% accurate but should give you an idea of how to work around the problem.
Next you should write a simple validation query on the value of the UDF to check whether it is set to 'True'.
I hope this helps. -
Dear Experts,
In the A/R Invoice the price for a certain item is coming automatically vide the price list attached to the Business Partner.
My requirement is that I need to trigger an approval procedure when a discount is given to this price.
Presently I have initiated the approval procedure with the Terms that the approval procedure should work when the discount % is equal to 0. But in this case the approval procedure gets triggered even if there is no discount i.e. discount % = 0. My requirement is that the approval procedure should work only when the discount % is greater than 0. I have tried all other existing conditions but none of them seem to work.
Please help.
P Surya Srinivas.Hi Surya,
Assign the Ratio (Greater than) in Terms Tab on Approval Procedure Template.
Dont Assign the (Equal) Ratio in Terms Tab on Approval Procedure Template.
Try this,
->> Administration.
->> Approval Procedures.
-> Create the Approval Stages.
->> Approval Template.
->> Open the Approval Template Window.
->> Assign the Approval Name & Discription than assign the Originator(require User).
-> put the Tick mark in When the Following Applies at Terms Tab.
->> Choose the Discount% and Select the Ratio(Greater than) than put the Value(0.00)
Add the Approval Procedure.
Regards,
Madhan. -
Hi,
My price list varies from customer to customer and Item to item like wise the discount and also I have assigned the respective price list to the respective customer. Whenever i raise a sale order if the discount percentage exceeds the discount mentioned in the price list the document should go for approval to manager.
Can some one help me.
Edited by: Rui Pereira on Aug 6, 2008 4:15 PMhi singh,
You can set discount % in the following way.
Tick mark activate approval template in general settings
BP tab,also tick mark display Inbox when new message arrives.
1.Create a approval stage,enter stage name,description,
no of approval required-1(manager),User-manager,select
department.
2.Create a approval template name,discription,set it is as
active,enter the user code(any user)-orginator,Documents-
Tick sales order,press tab select required approval stage,
You should tick discount % and set a discount value
in approval template
"when the following applies" to trigger approval procedure. -
Is it possible to give a discount on the PO header price for a standard PO?How?
Is it possible to give a discount on the PO header price for a standard PO?How?Depending upon which release you are in, you can try following options but in most of the cases it will be based on line level discounted price and PO header will just add up. For Standard PO scenarios:
1) Discounts through Advance Pricing ... please refer to the MOS (Metalink) notes below. Discount will be at line level unit price with modifiers etc ... same will add up to PO total
2) You can define an Offset tax with -ve rate and try to apply this in PO .. Offset tax should be enabled
3) Create a Bid Quotation. At shipment level specify quantity and related discounted prices ... Approve Quotation (status Active)... From Tools >> Copy Document create a standard PO. It will give a note that Quottaion line and shipment prices are different and only line price will apply... PO created ... after PO creation enter line quantity for which applicable for discount and you'll see line price getting changed to discounted price ...
MOS (Metalink) notes for Advanced Pricing in Purchasing.... 1st will give you detailed steps ...
455778.1 : What Are The Steps Required To Setup And Use Advanced Pricing in Purchasing White Paper
739560.1 : How To Use Advance Pricing With Order Management And Purchasing
293991.1 : Advanced Pricing Is Not Defaulting Price From Price List
357657.1 : FAQ Using Advanced Pricing in Purchase Orders and Requisitions
361233.1 : Purchasing & Advanced Pricing Integration: Default is List Price
299698.1 : 11.5.10: Does Advanced Pricing In Purchasing Require Oracle Pricing To Be Installed
312665.1 : Advanced Pricing Is it Possible To Use Manual Modifiers ?
293793.1 : What Are the Profile Options Required for Advanced Pricing in Oracle Purchasing
258521.1 : About Oracle Purchasing in Oracle Supply Chain Management Family Pack J
331239.1 : Contract source document is not defaulted on the Requisition
Based on your need please check if any of these solutions will be applicable.
Good luck!
Thanks
Supro -
Item & Discount added in the Sales Order
Dear All,
I have a requirement where in once a Sales Order is created with approved Quotation, then no new extra items to be added in the sales order.
Quantity in the existing line item can be decreased to the lower side but no addition in quantity to be done.
Also no change in discount condition types to be done.
Please suggest the approprite Config. If there is no standard config, then please suggest the code which needs to be written in the approprite Userexit.
Best solution will be rewarded.
Thanks and regards,
Dilip Kumar RaoHi,
To restrict creation of new items and to restrict addition of quantity to existing items, use following user-exits and coding.
Program : MV45AFZB
FORM USEREXIT_CHECK_VBAP USING US_DIALOG.
*{ INSERT D50K904678 1
if sy-tcode eq 'VA01' or sy-tcode eq 'VA02'.
check vbap-vgbel <> space and vbap-vgpos <> space.
read table vvbap with key vbeln = vbap-vgbel
posnr = vbap-vgpos.
if sy-subrc eq 0.
if vbap-kwmeng gt vvbap-kwmeng.
message e499(sy) with
'Quantity entered is greater then referenced'.
endif.
endif.
endif.
*} INSERT
ENDFORM.
Program : MV45AFZZ
FORM USEREXIT_MOVE_FIELD_TO_VBKD.
if sy-tcode eq 'VA01' or sy-tcode eq 'VA02'.
loop at xvbap where vgbel eq space
and updkz eq 'I'.
exit.
endloop.
if sy-subrc eq 0.
message e499(sy) with 'New Item is not allowed'.
endif.
endif.
ENDFORM.
-Alpesh
Maybe you are looking for
-
How to network a printer to my mac mini and my pc
I have a windows xp pro pc with a hp all in one printer connected to it and I also have a mac mini. is their a way I can network the hp printer to get it to work with my mac mini without connecting it to my mac?
-
Standard Report to upload Master Data from Excel files
Hi, I am testing some configuration items and I am in need of master data for various scenarios, which is not available in the system now. Is there any standard report that will read data from an excel sheet and upload the corresponding infotypes? Th
-
I shut down my computer and restarted it, but nothing happened.
-
ITunes still not syncing correctly with iPhoto 9.4.3
Since upgrading to version 9.4.x, iTunes hasn't been syncing correctly with iPhoto. There were duplicated events/albums, missing photos, photos not appearing in the same order on iOS devices as they do in iPhoto, etc. With each version upgrade since
-
What is a good program to clean macbook pro
do i need a anitvirus or cleaner program. for my macbook pro.. if so which one????