How to copy Sales Quotaton prices to Price List or Special Prices

We frequently use Sales Quotation to communicate deal price offers to customers. Once these prices are approved, we have to re-type these prices into applicable price lists or special prices.
We are looking for a way to copy these deal prices from Sales Quotation (by Business Partner) over to the applicable price list and special prices?
Please assist?
Jaco de Villiers

I was told by my Implementation Partner that it is possible to import and update price list by using the Import function that is available in SBO. To do this:
1. From your sales quotation with the agreed prices - export to excel.
2. Change the format to list: Product code, Price list to update, New price, Currency
3. Save the file as tab delimited text
4. Import into SBO using the Administration, Data Import/Export, Data Import, Import from Excel option.
5. Choose Item type to import
6. In the B line, choose Price List Code, the list updates to show only the fields relevant to price list updates
7. Press OK and follow rest of instructions to complete the import.
I found the above to be simple, repeatable and reliable enough to solve my initial question.

Similar Messages

Change Log needed at price list and special prices

Tracking changes made to the price list and special prices by BP is a valuable control function missing that needs to be included in future.

I was told by my Implementation Partner that it is possible to import and update price list by using the Import function that is available in SBO. To do this:
1. From your sales quotation with the agreed prices - export to excel.
2. Change the format to list: Product code, Price list to update, New price, Currency
3. Save the file as tab delimited text
4. Import into SBO using the Administration, Data Import/Export, Data Import, Import from Excel option.
5. Choose Item type to import
6. In the B line, choose Price List Code, the list updates to show only the fields relevant to price list updates
7. Press OK and follow rest of instructions to complete the import.
I found the above to be simple, repeatable and reliable enough to solve my initial question.

How to copy Sales tab data into spares data

Hi,
In CRMD_ORDER Transaction, Once service order(product details are entered) is created, status is released.
On clicking follow-up confirmation service order confirmation is created, I need to populate sales tab data in spares tab once confirmation is clicked.
Is it possible to copy sales tab data in spare parts tab in crmd_order ? I found CRM_SALES_BADI is triggering just after the confirmation click however it does not have required guid.
Somebody can suggest how to proceed with the such requirement.
Thanks
Anee

Hi
You want to copy the sales product as a spares product in Service confirmation from Service order.
I dont think this is possible, since the sales product has different properties and the ITEM OBJECT TYPE is different from that of SPARES one.
However I think your requirement is that the sales tab material should be picked as SPARES in confirmation and Confirmed.
Please provide more details so that I can suggest a workaround, like what you want to do with the material from CONFIRMATION. How are you going to deliver the material to the customer etc. Why it is so rigid as to consider the material as a sales material only in SERVICE ORDER etc.
regards,
Surendra More

How to copy sales order item text in to purchase requisition

Hi Experts,
We enter text for the sales order items in the sales order item details.
we have done settings for the purchase requision to copy text from sales order into purchase requisition and this works for purchase requisitions automatically created from sales order.
we need to get text from sales order to be copied in purchase requisitions which are created by converting the planned order.
we have tried SPRO settings SPRO->Materials Management>purchasing--->text for purchase requisition.
but this settings does not works for Pur Req. created by converting the planned order.
is this because planned order does not have segment for text like sales order and purchase requisition?
Please let me know if it is possible through standard SAP or with the lease development, any help will be appreciated.
Thanks
Anand

Hi Rajesha,
Thanks for your reply, some of the items in sales order are procured externally by us and our customer maintains text related to price and specification in the item details of the sales order, MRP creates planned order for these materials and these planned orders are always converted in pur requisition, we want that text from the sales order item details should be copied in to the purchase requisitions converted from planned orders.
is there any user exit which can be called at the time of saving a purchase req or user exit for converting planned order in to pur req.?
if there is any such exit available, then I think I can read the pegged requirement of the planned order where sales order item will be found then read the text in the item then copy this text in pur req then save pur req may work.
but this will be a bulky development, please let me know if we can shorten the development.
Thanks again
Anand

How to Copy Sales Order Filed in FI from SD while Creating Billing

Hi Everyone
I was checking the line item report for my sales account. (FS10N or FBL3N). The problem is i am not able to see the original sales document number filed against that Sales Gl. Its not even visible on customer account line item details as it only provides billing number field detail. Can anyone guide me is it possible to fill out the sales order number field while creating the accounting document from SD. I have observed only once the sales document field is filled but i struggling how it has been copied from SD and not possible on remaining one? Your kind help will be really appreciated.
Kind Ragards

Hello,
This can be done in your copying control for Billing by using
- Reference Number
- Allocation Number
in the header node of the copying control.
You can find the allocation number under additional information in the (document) line item that is forwarded from
SD to FI. If the field was not filled in the order, you can determine
For that you have an option of maintaining in Reference & Allocation Number:
A-Purchase order number
B-Sales order number
C-Delivery number
D-External delivery number
E-Actual billing document number
Say, if you do not make an entry and the field is not filled in the order, the field remains empty. If you would like to link the delivery to invoices in accounting (which is necessary in the self-billing procedure), enter 'C' for the relevant invoices.
Check in the relevant tcode VTFA / VTFL / VTFF, based on your business process.
Thanks & Regards
JP

How to Copy Sales Text Data from Customer Master to Sales Order.

Hi SAP Guru's
I have Completed Configuration for Central Text for Customer Master for two texts 1)Additional Attachments 2) Wooden Packing
I got these two fields in Customer Master.
I need these data to be copied from Customer Master to sales order. But i am unable get these two in to sales order.
Steps which I have done for Text Determination.
1) Text Id in for Text Object KNA1
2)Placed Text Id in Text Procedure and assigned this procedure to Customer Account Group.
Could you please advice me
Thanks in Advance.

Text Control
In this IMG activity, you define the rules for text determination. You must carry out the following steps:
Select a text object and define the rules for text determination for this object. Text objects are, for example, the sales texts in the customer master record or the sales document header.
Define the permitted text types for every text object. If the text types contained in the standard SAP R/3 System are not sufficient, create new ones.
Define the access sequences. This way, you define how the SAP System should determine the texts for a text type.
Group the text types together in text determination procedures. The SAP System then proposes the text types from the procedure when you maintain a customer master record or a sales & distribution document. The search for the respective text is carried out using the access sequence which you have stored for each text type in the procedure.
Allocate the text determination procedures so that a procedure applies to the following criteria in each case:
account group customer
sales & distribution document type
item category

How to copy Sales Order to A/R Invoice (or at least set the BaseRef)

Hi, currently if I need to 'convert' a Sales Order into A/R Invoice, I have to do it via the SAP application directly. What I'm trying to achieve is to automatically do it via an EXE application (I have one ready for other purpose -> connect to SAP via DI).
So far I know how to create a new A/R Invoice and close the Sales Order, but the problem is that I can't 'link' the Invoice to the original Sales Order (ie. the BaseRef field). Is there a way to do it?
Furthermore, is there any easier way? ie. simply call a 'copy' method or something else, instead of writing the same information (field by field) from Sales Order to Invoice?
Please advise.
Thanks.

Hi Afandi,
This will solve your problem
Private Sub CreateInvoice()
        ' init the invoice object
        oInvoice = oCompany.GetBusinessObject(SAPbobsCOM.BoObjectTypes.oInvoices)
        oInvoice.CardCode = cmbCustomer.Text
        Dim sNewObjCode As String
        Dim i As Integer
        ' Get last added document number (the order that was added)
        oCompany.GetNewObjectCode(sNewObjCode)
        ' this loop adds the different items to the invoice object
        i = 0
        Do
            oInvoice.Lines.BaseEntry = sNewObjCode
            oInvoice.Lines.BaseLine = i
            oInvoice.Lines.BaseType = SAPbobsCOM.BoObjectTypes.oOrders
            oInvoice.Lines.TaxCode = TableLines.Rows(i).Item(4)
            i += 1
            If i <> TableLines.Rows.Count Then
                oInvoice.Lines.Add()
            End If
        Loop Until i = TableLines.Rows.Count
        ' Try to add the invoice object to the database
        lRetCode = oInvoice.Add()
        If lRetCode <> 0 Then ' If the addition failed
            oCompany.GetLastError(lErrCode, sErrMsg)
            MsgBox(lErrCode & " " & sErrMsg) ' Display error message
        Else
            cmdInvoice.Enabled = True
            MsgBox("inv Added to DataBase", MsgBoxStyle.Information, "Order Added")
        End If
Mohamed

Special Prices for "SALE" period.

Dear SD pricing experts,
We seek a suggestion for a pretty common scenario wherein when we have a SALE period -- by definition it could mean special prices for SOME of the regular items -- maybe old arrivals / improper condition of the item hence devalued but still perfectly usable, for a specific period. However for the same period, some items (quantities) of the same, which are in brand new condition, would be available for sale at the regular price.
How can one handle this in the SAP SD pricing or related. This should be such that only the right material goes at the right price and not the GOOD material at the SALE price.
Please note there is no separate identification' of the "devalued" items. e.g. cloth items, or cosmetic items which have lost their packaging and likewise.
Look forward to a valuable solution to this.
Regards,
Tariq

Hi,
It is understood that you want to give special prices for certain items. The special prices can be given through discount condition K007.
1.     Create a condition table that includes u2018Order reasonu2019 as one of the fields. Say, the condition table includes Sales organization, Distribution channel, Division and Order reason. Say, the condition table is 650.
2.     Create an access sequence Z001 u2013 Discount for SALE period; this access sequence has the condition table 650.
3.     Enter this access sequence in condition type K007.
4.     Create order reason as 101-Sale period dis A, 102-Sale period dis B, 103-Sale period dis C [Menu path: Spro >> SD >>Sales >> Sales docu header >> Define order reason]
5.     Maintain condition record for K007 in VK11. Maintain different discounts for different order reason.
6.     Create a sales order. If the material is eligible for discount, select the order reason [eg; 101]. The respective discount will be reflected.
7.     The condition record is controlled by the u2018from- tou2019 validity period.
8.     If you need to reflect the discounted price in the price PR00 itself, assign this access sequence in the condition type PR00 and maintain different prices for different order reason. You will get PR00 value directly.
Hope this information will be useful to you.
Regards,
K Bharathi

Special price list items last sale date

Can anyone give me a query which identifies the last sale date of an item for a customer special pricelist item? I want to identify special price list items that are out of date in order to delete special prices which have not been sold in the last year.
What I would like to do is create a list of special price list items that have been sold in the last year. I would them delete all speical price list items and then DTW the active special price list items back into the db.
Customer is running 2005 SP01, PL 42.
Thank you, Jeff

Jeff,
First things first, are those special prices still current? If the price lists update often, I don't think you have options to get your required info by query.
Thanks,
Gordon

Special prices leading to rounding on lines of sales documents

Hi
i have a user who is using special prices against items to store custom prices for their customers. They are settting a default sell price on the items under special prices as opposed to a % discount as these are fixed prices that they have agreed. This in turn calculates to percentage discount for each item
This all seemed to work well when piloting the system pre go live. However they have since noticed that in some cases based on the way the system works that the system is rounding differently than expected.
Eg
Item set up at sell price of u20AC191
Special price agreed with BP u20AC132
On a sales invoice sell out 4 items. You would expect that the system calculate 132 * 5 giving a line total u20AC 528 but instead the system is giving me 527.99
This is causing problem for the client. I have logged a message in relation to this but have been informed that this is the way the system works
Has anyone come up against this before and what solutions have you developed?
Thanks in advance
David

Gordon
I have tested as below on the message but they only appear to round the doc total. All transactions are Euro
Regards
David
30.03.2009 11:55 Reply to Reporter by SAP
Dear David,
Thank you for your feedback.
We tested your scenario in the version 2007A SP00 PL47.
Scenario 1:
1., Administration -> System Initialization -> Document Settings ->
General tab. In the Rounding method, select By Currency.
2., Administration -> Setup -> Financials -> Currencies -> Set the
'Rounding' of the currency used to 'Round to One'.
The Total of a sales order entered is correctly rounded to one.
In the Rounding field the rounding difference is showed.
Scenario 2:
1., Administration -> System Initialization -> Document Settings ->
General tab. In the Rounding method, select By Document.
2., Administration -> System Initialization -> Document Settings ->
Per Document tab. Select Sales order and tick 'Automatic Rounding for
Document'.
The Total of a sales order entered is correctly rounded to one.
Please upgrade your database to this patch level and test the scenario.
If the rounding is still not correct please get back to us.
In case you have any doubt or question please do not hesitate to
contact me.
Otherwise please confirm this message at your
earliest convenience.
Thank you in advance,
Best Regards
Andras Suto
Support Consultant
SAP Product Support for SAP Business One
SAP SSC - Ireland Ltd
30.03.2009 16:16 Reply to Support Center by David Kenny
Andras
I have studied your response but I tink we may be discussing two
different points. Your response seems to relate to rounding on the overall
document.
What my client is trying to do is to ensure that each line of the document
shows the correct rounding. If you took my original examples as a two
line sales order with a qty of 4 of each product
Product A - 580.00 * 4 = 2320.01
Product B - 132 * 4 = 527.99
The total on the order would be rounded based on what you have
described above but the individual line totals are rounded incorrectly
based on the price they have agree with their customer.
Is there something that can be set in the database to allow for this?
Regards
David
31.03.2009 09:25 Reply to Reporter by SAP
Dear David,
Thank you for your clarification.
As explained earlier the system supports two types of rounding for
the calculation of the Total of the document but unfortunately
it is not possible to use rounding on line level in a document.
In case your customer would need this, you may consider to use
a user defined field where the rounding is applied as requested.
In case you have any doubt or question please do not hesitate to
contact me.
Otherwise please confirm this message at your
earliest convenience.
Thank you in advance,

Adding special prices to items query.

Hi, I'm just wondering if anybody can help me work out how to add special prices to items on a volume basis. say if i sold one item there would be no discount but if i sold 10 then i would automatically want a 5% discount to be given, I've had a look around and nothing seems to be popping out at me, i want the discount given to all customers also.
many thanks.

Dear RW,
Choose Inventory ->Price Lists ->Special Prices ->Special Prices for Business Partners
To define the special price of an item for a business partner, in the Special Prices for Business Partners window, enter the required business partner and item information
To open the Period Discounts window, in the # column, double-click a row . Enter the required dates, price list, discount, and price and choose the Update button
To save the modified special prices, in the Special Prices for Business Partners window, choose the Update button
If no date-dependent special price has been defined for an item, SAP Business One assumes that the customer-specific special price has been valid since the date on which it was added. The special price with the appropriate valid-from date appears in the first row.
Defining Quantity-Based Special Prices for a Business Partner
Choose Inventory -> Price Lists -> Special Prices -> Special Prices for Business Partners .
The Special Prices for Business Partners window appears.
To open the Period Discounts window, in the # column, double-click a row . Enter the required dates, price list, discount, and price.
In the Period Discounts window, double-click a price-list row to open the Special Prices - Volume Discounts window, and enter the quantity, discount, and special price.
After you enter or change the price, SAP Business One automatically calculates the discount according to the difference between quantity-based and the date-dependent special price.
To confirm your entries, choose the Update button in the Special Prices - Volume Discounts window and the Period Discounts window.
To save the modified special prices, choose Update in the Special Prices for Business Partners window.
To define quantity-based special prices, you do not have to define a date dependency in addition to the SAP Business One default one. You can also define quantity-based special prices directly, based on the special price for the business partner
Regards,
Sarkar R

Copy Sales Order Plant in Header to all items

HI,
can anyone tell me how to copy sales order header plant down to all items. I looked in sales order maintain settings and can't config here. Thanks in advance for your assistance.
Stacey

These were the first things I checked when the issue started happening and have not found the source of the issue, all of the orders I checked.
1º  Customer Material Information (Info-Record) (sold-to/material)
2º  Customer Master Data > Ship to Party
3º  Material Master Data
the issue is that the rush orders are intermittenly incomplete for some items missing plant.
They have had different ship to's, sold to's and different materials on each order that has had the issue. I have checked each one that is incomplete and it has the plant in the material master, the plant has been in the customer material info record, and the customer master data ship to party as well as in the material master mrp data itself.
I have not been able to consistently see a reason that this should occur so for a short term solution I wanted to use a user exit, set config or something to populate the plant in all incoming rush orders so they wont be incomplete. The rush orders come in and ship the same day, they can't wait for someone to check the incomplete orders and manually populate the plant in the item on the order.
thank you for your help and explanations, but do you know where I can add this to user exit or something to fix short term always have the same plant in all items on this order type?
Stacey

How has the Sales Order Changed Prices ????

I created a Sales Order, manually entered the prices and Open - Printed.
All saved and updated.
However, customer has received wrong prices.
How do I check if another user has made changes?
Or have the prices defaulted to another price list called the (catalogue price list )
Edited by: Philip Eller on Jun 13, 2008 9:57 AM
Edited by: Philip Eller on Jun 27, 2008 9:53 AM*

Darpal,
Which Price field on the row of the Sales Order are you viewing? There is both Unit Price and Price After Discount. Unit Price editable, while Price After Discount is not. If you are only viewing Unit Price on the document, B1 may be changing the price in the Price After Discount field without you being able to see it.
B1 uses Price After Discount to calculate the final row total.
If the Print Layout points to Price After Discount, you'd see a different price than what is in the Unit Price field on the document inside B1.
The enhancement pack print layouts all point to the Price After Discount field, not Unit Price, out of the box. This quite possibly be your issue if you are using the layouts directly from SAP without alterations.**
Price After Discount will differ from Unit Price if there is any special pricing (i.e. Period and Volume Discounts or BP Special Pricing) or if a discount has been applied to the row n the Discount % column.
Are there any types of special pricing being used?
Confirm which database field the Price field is linked to on the print layout?
Regards,
Brad Windecker
Edited by: Rui Pereira on Jul 8, 2008 5:28 PM

How to configure Sales order item text copy to Purchase requisition item

Hi,
How to configure sales order item text copy to Purchase requisition text then copy to PO item text.
Regards
Jack

Hi Rajesha,
Thanks for your reply, some of the items in sales order are procured externally by us and our customer maintains text related to price and specification in the item details of the sales order, MRP creates planned order for these materials and these planned orders are always converted in pur requisition, we want that text from the sales order item details should be copied in to the purchase requisitions converted from planned orders.
is there any user exit which can be called at the time of saving a purchase req or user exit for converting planned order in to pur req.?
if there is any such exit available, then I think I can read the pegged requirement of the planned order where sales order item will be found then read the text in the item then copy this text in pur req then save pur req may work.
but this will be a bulky development, please let me know if we can shorten the development.
Thanks again
Anand

Issue in Exporting the Sales Price List and Purchase Price List for the Materials from SAP Business ByDesign (SAP Cloud)

Hello Everyone,
I would like to have a discussion on the issues, which I am facing at the time of Exporting the Sales Price List and Purchase Price List for the Materials from
SAP Business ByDesign (SAP Cloud).
(1). Sales Price List :
We have maintained Customer Group Specific Sales Price List for the Materials in the following Location.
Location :         Product and Service Portfolio Work Center > Pricing > Price Lists > Customer Group Specific Price List (Type of Price List)
Target :             We want to export the entire records in some reports or excel sheet.
Records :          Number of Materials in the Customer Group Specific Price List is more than 2,00,000
Issues :
                                     (A). In the SAP Business ByDesign Screen we can filter by number of records but we can export till 50,000 records.
                                             And if we are trying to export records more than that limit, then it throws "HTTP 500 Internal Server Error".
                                     (B). We could not find any SAP standard reports in Product and Service Portfolio and/or Business Analytics Work Center
                                            for getting the entire record set of the Sales Price List, so that we can have the entire set of records together.
Searching For :
                                      (A). Is there any SAP reports or data source available for getting the entire Sales Price List records?
                                      (B). Can we have any other filter conditions for exporting the Sales Price List records in a single shot or module wise?
(2). Purchase Price List :
We have maintained the Purchase Price List for the Materials in the following Location.
Location :           Product Portfolio Work Center > List Prices > Active List Prices (Type of Price List)
Target :               We want to export the entire records in some reports or excel sheet.
Records :            Number of Materials in the Purchase Price List is more than 4,00,000.
Issues :
                                       (A). In the SAP Business ByDesign Screen we can not see more than 10,000 records and the actual number of
                                               records are more than 4,00,000. We could able to download the records till 10,000 but that is not sufficient.
                                               We want to export the entire records in an excel sheet.
                                       (B). We could not find any SAP standard reports in Product Portfolio and/or Business Analytics Work Center for
                                              getting the entire record set of the Purchase Price List, so that we can have the entire set of records together.
Searching For :
                                       (A). Is there any SAP reports or data source available for getting the entire Purchase Price List records?
                                       (B). Can we have any other filter conditions for exporting the Purchase Price List records in a single shot or module wise?
Please go through the attached screen shots for the references and more clarity on the issues.
I am waiting for the valuable responses.
Thanks and regards,
Susanta Dey Sarkar
Bangalore, India
19th March, 2015

Dear Michael,
The number of records :
2 Million (Approximately) is for the Sales Price List Material Price Data
4 Million (Approximately) is for the Purchase Price List Material Price Data.
Regards,
Susanta Dey Sarkar

How to copy Sales Quotaton prices to Price List or Special Prices

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