Make-to-order. Requirement linked to Quotation and not to Sales Order

After we have changed our Make-To-Order Materials from unvaluated sales order stock to valuated Sales Order Stock we do face a problem with the Requirement for those Sales Orders lines which are started with a Quotation. After running MRP a planned Order is created (ok) but the Planned Order is linked to the Quotation line and not to the Sales order line. When converting the Planned order to a Production order the AFPOD-KDAUF field is the number of the Quotation and unfortunately not the Sales Order number.
The Quotation looks ok. Item category is AGN and Schedule line category is BN (no MRP). When converting the Quotation into a Sales Order the Item category change to TAN and schedule lin category is now CP.
The copy rules QT -> OR (VTAA) shows copying requirement = 501 Schedule qty >0 and DataT = 201 General Schedule line Data
Anyone got a clue about where to look? ¨
Thanks in advance
Ken

Hi Guys
Thanks for your proposals.
The Materials involved are standard items (FINI -> NORM) and our Set-up with item category TAN works perfectly when we create a Sales Order without a Quotation first. And the way we solve the problem manually right now is to convert the Quotation and delete in line item and recreate them manually.
I found that if i delete the requirement type in the Quotation and then convert the Quotation into a Sales Order then the Planned with be linked to the Sales Order = perfect.
Any other ideas
Best
Ken

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Condition value need to change at quotation level not in sales order

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As client requirement, Condition value and new condition type can be added at Quotation if Sale Order is created with reference of same Quotation than system should not be allowed for editing or adding new condition type.
If Sales Order is created without reference than system should be allowed for edit or add condition.
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Thank You!
Chakradhara

Hi Chakradhara,
you need to define a requirement in VOFM where you check table VBFA field VBELV.
If system retrieves data when accessing to this table with VBELV equal to your quotation number and VBTYP_N equal to C (sales order) means that sales orders have been created from your quotation. If so, then field sy-subrc should be equal to 4.
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How to include both items and service on Sales Orders

Hello experts,
I have a client who wants to include extra handling charges such as gift wrapping charges on their sales order in addition to regular items that is on the sales order.
If I create the sales order as a Item/Service Type ='Service'. I can select the correct G/L account for this Sales Order. But if I create the sales order as a Item/Service Type ='Item', then I can only select items and not the sales order.
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Hello Michael,
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Hi All, We are in to Release 11.5.10.2.There is a specific requirement to Prevent users from creating Manual Sales Orders in oracle and yet users should be able to book the Sales Orders Imported from CRM system into Orcale.Please advise.

Hi All, We are in to Release 11.5.10.2.There is a specific requirement to Prevent users from creating Manual Sales Orders in Oracle and yet users should be able to book the Sales Orders Imported from CRM system into Orcale.Please advise.

Thanks for your advise.
However, I missed to mention that we have two set of users One is for Finished Goods and another for Spares.
Only Spares users need to be prevented from creating Direct/Manual Sales Orders in Oracle.
As you suggested, if this will be done at Form level, that may Disallow FG users also to create Manula Sales Orders which should not be the case.
Further, I tried to test one scenario through Processing Constraints but it did not work.
Application
OM
Validation Type
Entity
Temp
Short Name
TBL
Validation Semantics
Created By
Equal To
User(Myself)
Processing Cosntraint
Application
OM
Entity
Order Header
Constraint
Operation
User Action
Create
Not Allowed
Conditions
Group
Scope
Validation Entity
Record Set
Validation Template
101
Any
Order Header
Order
Above Created
Please advise.

Free goods from Quotation to Contract to Sales Order

Hi SAP Gurus,
I have questions regarding Free Goods. This is the scenario.
Doc flow as:
Quotation 123
     Contract 456
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In the quotation 123 & contract 456, the quantity of the item is 50pcs. However, when creating sales order (zmor), if we input 50 pcs as the quantity, the free goods were not determined. What we did was, we lessen the quantity to 30pcs. From there, Free goods were now shown. And then we created another sales order (zkal) for the remaining 20 pcs.
Questions:
1.- why is it on the 1st sales order w/ same quantity(50pcs), free goods were not determined?
2.- i believe that in standard SAP, free goods were not determined in quotation or in contract. Is there a way to determine the free goods on those doc types?
3.- how about free goods determination in:
A. Stock transfer order
B. Product diversion
C. Consignments
D. Virtual return
I am really hoping for feedback on this. Thanks in advance!
Erza

Hi,
Free goods can only be supported on a 1:1 ratio. This means that an order item can lead to a free goods item. Agreements in the following form are not supported: u2018With material 1, material 2 and material 3 are free of chargeu2018 or u2018If material 1 and material 2 are ordered at the same time, then material 3 is free of chargeu2018.
- Free goods are not supported in combinations with material structures (for example, product selection, BOM, variants with BOM explosion).
- Free goods are only supported for sales orders with document category C (for example, not quotations).
- Free goods are not supported for deliveries without reference to a sales order.
- Free goods cannot be used in make-to-order production, third-party order processing and scheduling agreements.
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Saju.S

Automatically referring Quotation by the given Sales order material

Hi,
While creating Sales Order through VA01, based on the material entered in Sales Order it should refer back the available Quotations for customer and material and create Sales order w.r.t Quotation. Sales order should get created as if it is created w.r.t Quotation.(This is only 1 Quotation-1 Sales Order scenario )
We tried to provide the solution with the available User exits SAVE_DOCUMENT_PREPARE and MOVE_FIELD_TO_VBAP located in MV45AFZZ program.
and also SAVE_DOCUMENT. By forcibly maintaining XVBFA[] we could able to achieve only u201CSales order is referring the Quotation and Quotation is referring Sale order in document flowu201D, But we need Quantity consumption of material in quotation for created Sales orders should get reflect in quotation.
Solution is not complete till the consumed quantity of quotation is not getting reduced in Quotation Header and is not getting referenced.
We tried other options below too, any pointers would be of great help.
Approach 1:-
Implementation of BAdI u201CBADI_SD_SALES_ITEMu201D and corresponding interface method.
u201CIF_SD_REF_DOC_CUST~SEARCH_FOR_REF_DOCu201D BAdI documentation shows no further implementation is required but tried the option.
But could not found the proper u201Cchanging/Export parametersu201D for the interface method. By observation BAdI triggers for similar kind of configuration made in approach 2 mentioned below.
Approach 2:-
Tried changing with the configuration settings of Quotation messages for u2018Z001u2019 order type in VOV8 transaction.
This gives us the popup at run time with the available Quotations for each item.
We tried to suppress this pop up and repeat the same process programmatically and call the same perform u201CBELEG_POS_KOPIEREN_AUS_LISTEu201D of program u201CMV45AF0B_BELEG_POS_KOPIEREN_AUu201D from exit u201CUSEREXIT_MOVE_FIELD_TO_VBAPu201D. Unfortunately this calls copy control and falls into infinite loop.
Open approach still requires investigation:-
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Thanks much,
Vishnu.

Hi VIshnu,
We have got a similar requirement in our project. Can you please let me know if you were able to get the solution for this?
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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

Sample bom creation and explosion in sales order

hi,
can any one help to create a simple bom with atleast one sub item for the bom and create a sales order in which the bom explodes ( i mean when u enter the main bom item it should list its sub items as its line item below it)...
(also mention what item categories are to be taken care ... )
rewards for sure
thanks
mmn

Hi MMn,
Bill of materials (BOM)
1. In the SAP System, you can use BOMs to represent different objects (such as materials, equipment, functional location BOMs, and documents) and to maintain object-specific data.
2. Document BOM: A complex document may be made up of several documents, such as a program, technical drawings, papers, and photographs. These related information and documentation objects are grouped together as a unit using a document structure a BOM for a document.
3. Equipment BOMs are used to describe the structure of equipment and to assign spare parts to equipment for maintenance purposes. Bills of material for functional locations group together the elements of a technical structure, such as the functional unit of an entire plant.
4. You work with order BOMs when you specially tailor the make-to-order production of your products to the requirements of your customers. In order to meet the customer requirements, sales order specific modifications to various assemblies are often required. Furthermore, assemblies are often specially constructed for a particular sales order.
5. Before you can create a BOM for the component parts of an object, the object must have a valid master record in your system.
6. A bill of material that you create for a material is known as a material BOM in the SAP System. A BOM explosion answers the question: What is the product made of? This question arises in various situations, such as when you want to:
Determine material requirements for a product
Look at the overall structure of a product in a design department
See an overview of the parts and materials required
Calculate the effects of changes to costs
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8. The most important rule is that the material type has to be a FINISHED PRODUCT (FERT) in order to categorise it as a BOM.
9. BOM processing is divided into two different ways either at the MAIN item level if the item is assembled or at the sub-item level (i.e. at the component level) if the material is not assembled.
10. BOM is configured at the item category level (VOV7) and transaction code to create a BOM is CS01.
11. In case of single level BOM, main item categories TAQ and TAP should represent single level BOM in VOV7 and in case of multi level BOM, the main item categories should represent multi level BOM.
Main item level processing
1. The material master records should have the item category group ERLA in the sales org.2 screen of the finished product. In this case, the associated sub items function only as text items, and thus are not relevant for delivery. This process ensures that pricing, inventory control and delivery processing is carried out the header level that is for the finished product only. This is mainly relevant to the assembled products.
2. item category group ERLA; main item category TAQ (schedule line CP) and sub item category TAE (schedule line CT)
Sub-item level processing
1. If the business prefers to have the sub-items be responsible for pricing, inventory control and delivery processing, the item category group should be LUMF on screen sales org.2 of the respective material master record. This ensures that subcomponents are relevant for processing. This is relevant to the products that are not assembled.
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Multi-level BOM
In order to activate the multi-level BOM, structure scope in VOV7 has to be changed from single level explosion to multi level explosion.
Try this and revert back fr clearifications
Reward Points if helpful.
Regards
Srini

Check Credit and Stock on Sale Order

Hi All
Could you please tell me how to check Credit and Stock on Sale Order.
Thank and Best Regard
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How To Do Configuration For Credit Management
Credit and risk management takes place in the credit control area. According to your corporate requirements, you can implement credit management that is centralized, decentralized, or somewhere in between.
An organizational unit that represents the area where customer credit is awarded and monitored.   This organizational unit can either be a single or several company codes, if credit control is performed across several company codes. One credit control area contains credit control information for each customer.
For example, if your credit management is centralized, you can define one credit control area for all of your company codes.
If, on the other hand, your credit policy requires decentralized credit management, you can define credit control areas for each company code or each group of company codes.
Credit limits and credit exposure are managed at both credit control area and customer level. You set up credit control areas and other data related to credit management in Customizing for Financial Accounting. The implementation guide is under Enterprise Structure -> Definition or Assignment -> Financial Accounting and then Maintain credit control area. You assign customers to specific credit control areas and specify the appropriate credit limits in the customer master record.
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Regards
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Edited by: ramanathan raja on Jul 25, 2008 4:37 PM

Quotation missing error in sales order

Hi ,
While saving the Sales.Order in crm i am getting the error "Mandatory Quotation Missing", i have preceding document as Quotaion and billing doc replicated in r/3.
How to solve this error?? i have checked every thing.
Kindly help iam i missing anyy thing.

Hi Shoki
Did u check your Quot. Determination has assigned to your salesorder transaction type
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check Copying Control for Business Transactions
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Hi Team
Below mentioned requirement , in which user exit i have to put below logic while creaion and change of sales order?
u2022     The logic for the user exit to explode should consider the following assumptions and validations
o     Customer master to have the entry at KNVV-KVGR1
o     Material master to have the entry at MVKE
o     UoM in the Sales order item (VBAP- VRKME) should be = Pallets PAL or tonnes (TES)
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Product A with Scales mentioned below
Product A     Quantity / Scale     UoM     Price(£)
     0-10     PAL/TES     20
     11- 20     PAL/TES     10
     21- 30     PAL/TES     5
     31-40     PAL/TES     2.5
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Product B with Scales mentioned below
Product B     Quantity / Scale     UoM     Price(£)
     0-15     PAL/TES     25
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     21- 30     PAL/TES     15
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Thanks in Advance.
Puneet.

Hi Team
Below mentioned requirement , in which user exit i have to put below logic while creaion and change of sales order?
u2022 The logic for the user exit to explode should consider the following assumptions and validations
o Customer master to have the entry at KNVV-KVGR1
o Material master to have the entry at MVKE
o UoM in the Sales order item (VBAP- VRKME) should be = Pallets PAL or tonnes (TES)
o Should have more than one line item or number of line items with UoM PAL or tonnes TES should be > 1
for example :-->
Product A with Scales mentioned below
Product A Quantity / Scale UoM Price(£)
0-10 PAL/TES 20
11- 20 PAL/TES 10
21- 30 PAL/TES 5
31-40 PAL/TES 2.5
>41 PAL/TES
Product B with Scales mentioned below
Product B Quantity / Scale UoM Price(£)
0-15 PAL/TES 25
16-20 PAL/TES 20
21- 30 PAL/TES 15
31-40 PAL/TES 10
41 PAL/TES 5
u2022 Product A (qty 10PAL) + Product B (qty 15 pal) ordered in a single order with 2 line items.
u2022 The expected results should be
o Product A qty 10 + B qty 15 added = 25Pal
o The system user exit should add the total number of pallets on the order line items and point towards the respective scales, so in this example prices against each line item should be the respective price against 25 Pal = 5£ for product A per pal and £15 for product B.
Thanks in Advance.
Puneet.

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my requirement is
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Hi,
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Make-to-order. Requirement linked to Quotation and not to Sales Order

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