Quotation from PS

Dear friends,
                       What is the method to generate automatic Quotation from my cost planning i.e through Easy cost planning or Unit Costing.
Thanks

Hi Pravin,
You can use DP81 (SAles Pricing) to create a Quotation from your project.
Rgds
Deepak

Similar Messages

  • Error while creating ERP Quotation from CRM Opportunity in CRM WebUI

    Dear all,
    We have implemented Best Practise Scenarios but have a problem in the following: C63-Opportunity Management-Creating ERP quotation from opportunity
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    The weird thing , when the error message pops up in the ERP quotation screen if I delete the material and enter the same material, I get no error.
    If I have 3 materials in opportunity then the error message is there for all the 3 materials when I create an ERP Quotation & after deleting all the 3 & reentering I get no error and am able to save ERP order.
    We have CRM 2007 connected to ECC 6.0
    Please help resolve the above error.
    Thanks
    Teyna

    hi,
    have you created org from middleware thorugh r/3. Is your hierarchy and category same as that mentioned in best practice documents?
    Regards
    Pankaj kumar

  • Getting an error while creating a ERP Quotation from CRM Sales Web-UI.

    Hi Experts,
    I am getting an error while creating a ERP quotation from CRM Sales Web-UI. Here  I am enclosing the screen shot. Please give me the solution for this.Thank you in advance.
    Regards
    Kishor Kumar.

    Hi Kishore,
    Please refer to the link below -
    Entry of ERP Sales Documents in SAP CRM - Sales Quotation and Order Management - SAP Library
    Also, refer to the SAP note -
    1446253  - FAQ note: ERP documents in the CRM Web UI (lead-to-cash scenario)
    This note will give you the related topic and the configuration required through SAP help links.
    Hope this will be useful.
    Thanks and Regards
    DJ

  • Triggering the creation of a quotation from within an Opportunity...

    We have implemented CRM Best Practice (CRM 7) and want to trigger the creation of an ERP quotation from within an Opportunity. Within the customising to assign the ERP order type to the CRM transaction type,
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    Any advice and suggestions would be very much appreciated.
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    Thanks to all. We have had a reply back from SAP to say that what we trying to do is not possible. We have CRM 7 and ERP ECC5, however SAP are saying that we need at least 2005 on our ERP system for this functionality to work.
    Basically, when in config we attempting to set up the document types, but none are being displayed.
    SAP connected to our system and after analysis said that the cutsomers ERP system (ECC 5) needs to be upgraded to a minimum of ERP 2005, which I find to be an absolute crazy statement to make. Apparently, according to note 1236015 a minimum of ERP 2005 is required to maintain ERP sales transactions in CRM 7.0's CRM webclient UI.
    They debugged CL_CRM_INTLAY_LORD1_ERPIL
    IF_CRM_ERP_LORD_HELP_VALUES~GET_AUART
    Which seems to call FM SLS_LORD_GET_VALUES_AUART but does not exist in ECC 5.
    When tested in our CRM 7 system (not the clients) we do get a list of doc types appear, but then we are on the latest version of ERP.
    I was wondering whether there was a service patch to ECC 5 which might add the function group SLS_LORD_SHLP and assocaited function modules and includes, together with the class CL_FIELD_CONVERT.  That looks to be everything needed to run in ECC 5 from looking at our ECC 6 system. I'm never sure where ERP 2005 sits, is that a higher than version than ECC 6?.
    Jason

  • Replication of Quotations from ECC to CRM

    Hello Experts,
    The scenario is as follows:
    I am required to replicate all the quotations from ECC to CRM.
    My question is: what are the various middleware settings to be done?
    I have created a transaction type for quotation by the same name in ECC and CRM so far.
    It would be great if I can get help on the following:
    1. What are the item categories that I need to maintain on both ECC and CRM side for Quotation?
    2.What action profile do I need to maintain on ECC and CRM side for quotation?
    3.How should the number ranges be defined on ECC and CRM side for quotation?
    4. Do I need to do a Cross-Copy Control of quotation from ECC and CRM at the transaction and item category level?
    5. Do I need to assign the Quotation Type (ECC) to ERP Profile on CRM side?
    6.Can the transfer of quotations from ECC to CRM happen only after replicating the product and customer data from ECC to CRM?
    What more needs to be done?
    Once the settings are complete and fool-proof,  I know I can run an Initial Load (R3AS) on the object: SALESDOCUMENT from R/3 to CRM.
    What are the filter settings to be maintained in SalesDocument Object?
    Experts, this is my requirement and all the pointers would be greatly helpful.
    Many thanks,
    VSK.
    Edited by: venkatskumar on Feb 16, 2011 12:17 AM

    Hello
    Please find below my reply :-
    1. What are the item categories that I need to maintain on both ECC and CRM side for Quotation?
    >> You can make a Z copy of the standard Quotation Item categories in ECC and CRM.
    2.What action profile do I need to maintain on ECC and CRM side for quotation?
    >> Action profile settings are specific to your business scenario. You need to define ACTION Profile in ECC. In CRM you can have an ACTION PROFILE and assign it to the CRM Transaction Type
    3.How should the number ranges be defined on ECC and CRM side for quotation?
    >> If ECC is a leading system for quotation creation, the number range will be EXTERNAL in CRM and assign this EXTERNAL number range for CRM Quotation Transaction Type
    4. Do I need to do a Cross-Copy Control of quotation from ECC and CRM at the transaction and item category level?
    >> Yes
    5. Do I need to assign the Quotation Type (ECC) to ERP Profile on CRM side?
    >> Not sure on this. Requesting other experts to answer this.
    6.Can the transfer of quotations from ECC to CRM happen only after replicating the product and customer data from ECC to CRM?
    >> Yes. The master data such as Material, Customer, Pricing should be downloaded to CRM, if the quotation needs to be replicated to CRM.
    Hope this will be helpful.
    Regards

  • Creating quotation from purchase order

    Can any one tell me how to create SD quotation from the purchase order using the IDOC?

    hi rashad
    The IDOC structure is available in the system, but you have to do the settings in WE20 and RFC connection settings and lot more. search in SCN for how to set up a idoc, you will get lot of wikis and discussions related to it.
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  • Blocking a line item in quotation from printing

    Hi,
    Is there a way to block a particular line item in a sales quotation from Printing in output?
    Regards,
    Mahi

    Hi,
    Use the BAPI: BAPI_SALESORDER_CHANGE.

  • GETWA_NOT_ASSIGNED DUMP while creating quotation.from existing quotation.

    hi,
    when i am creating an quotation from the existing quotation using the COPY button in the crmd_order
    i get an runtime error (DUMP)
    "GETWA_NOT_ASSIGNED" C
    "SAPLSLVC" or "LSLVCF36"
    "DATA_TABLE_FILL"
    this is happenning in production server,  but in the development and quality and maintenance servers
    we are not facing this dump.
    can you please explain,  how to proceed in fixing this dump..
    ADV. thanks
    dhineshsm.

    Try SAP Notes 431889 and 1004771. See if they help.
    Edited by: Amar Nath on Aug 28, 2008 7:27 PM

  • Proforma Invoice or Quotation from Project

    Hi Experts,
    My client requirement is like this:
    1. Receives request for procurement of goods/service from different user departments.
    2. Will send estimation to the user departments and will proceed further.
    I want to map like this through PS (SD module is not there):
    1. Receive requests
    2. Will create a simulation/plan project version
    3. Will generate the proforma invoice / quotation from the planned costs of this version.
    please let me know exact way to achieve the same.
    Satish

    Hi Satish,
    I am not quiet sure of what exactly is the requirement. It appears that the user department will send the PR to the estimator and  and  then the estimator will estimate the cost and send back to the User. Is your question related to the process of estimation and the way it has to be communicated back to the user?
    Can you please repharse your question for better understanding...Sinces the question is not very clear.
    If you want to Go for Sales Pricing thru projects.and create quotations..then SD module is required.
    Warm regards,
    Srinivas Potluri
    Edited by: Potluri Srinivas on Jul 23, 2011 3:35 PM

  • How to create Quotation from Ad hoc cost estimation of cProjects?

    Hi Guruu2019s
    Please help me in resolving the issue given below. I am able to get ad hoc cost estimation results in accounting screen, but not able to create a Quotation from Ad hoc cost estimation of cProjects.
    I am here with providing necessary steps to be followed. But these buttons are not available in my accounting screen.
    Prerequisites
    A reference quotation has been linked to the project under Structure  Object Links. An ad hoc cost estimate has been created for the project.
    Procedure
    1.     Choose the Accounting tab.
    2.     Choose link Ad Hoc Cost Estimate.
    3.     Enter client, user and password to log on to SAP ECC.
    The client, user and password must be entered if Single Sign On is not activated
    4.     On the Ad Hoc Cost Estimate screen, choose  .
    5.     On the Easy Cost Planning screen, choose  .
    6.     Choose  .
    7.     Choose Yes when you are prompted with u201CDo you really want to create the quotation?u201D
    8.     Write down the Quotation number :_______________
    9.     Choose  .
    Result
    Quotation in SAP ERP has been created.
    Please respond to this at the earliest. Points are given for your reply. I would be great if any one provides step by step procedure for IMG activities.  Thanks in advance.
    Thanks & Regards
    Suresh. J

    Hi Suresh,
    maybe you find the following link also useful:
    [http://help.sap.com/saphelp_ppm400/helpdata/en/index.htm]
    Navigation: Collaboration Projects -> Accounting Integration -> Preliminary Costing and Quotation Creation -> Ad Hoc Cost Estimate for cProjects  or Sales Pricing for cProjects
    From the page:
    The cost planning function is executed by Easy Cost Planning (ECP). The cost estimate is always created at project level and is always single-level. The organizational data relevant to costing (controlling area, company code, and master cost center for the derivation of the activity type under which the allocation is reported) is derived from the HR organizational unit specified in the project definition. The costs are calculated based on the rates for the resource, project role, or task. For more information, see Costing Logic.
    The revenues are calculated automatically if you have selected the option Use Cost/Revenue Rates from cProjects or Use Sales Pricing in SAP ERP as the revenue calculation type for the project type that you are using for the project. You make this selection in Customizing for Collaboration Projects, by choosing Connection to External Systems -> Accounting Integration -> Make General Settings. With the last option, the revenues are calculated with the dynamic item processor (DIP). For more information, see Sales Pricing for cProjects. Then you can also call up sales pricing from within the ad hoc cost estimate.
    You can archive the ad hoc cost estimate in SAP ECC (archiving object CO_ECP) if the project has the status To Be Archived.
    Technically, the ad hoc cost estimate is saved in SAP ECC with reference to the cProjects project number. When the project is transferred, it is recosted and the cost estimate stored for the account assignment object.
    Hoping this helps...
    Best regards,
    Thomas

  • Not able to add Sales Quotation from MS Outlook

    HI gurus
    Am not able to add sales Quotation from MS out look ,when ever i try to add i get an error msg "error -5002 from DIAPI:location is missing "
    Please let me know how to solve this error
    Regards
    Srinivasan

    Hi Srinivasan,
    You may check this thread first:
    Found error, code=-5002
    Thanks,
    Gordon

  • Replication Error in Quotation from CRM to ECC

    Hi All,
    This is regarding the Replication error which we are getting in the Quotation/Orders in the CRM server, when the Quotation/Orders is getting replicated to ECC server.
    Let me explain the process,
    We have the Internet Sales Application (ISA Version 5.0) implemented with B2B Scenario.
    Dealers create Quotes from ISA for Configurable materials. The Configurable material has a "knowledge base" version already created in ECC in the table "SCEKB". Based on the configuration of the material, the knowledge base version of the material gets updated time to time.
    When dealers create Quote for Configurable material from ISA, the latest "knowledge base" version gets determined in the Quotation. As a process, a new knowledge base version for the configurable is created for the material subsequently.
    When Dealers are creating Orders for the Quotation from ISA, the order gets created in CRM server but does not get replicated to ECC due to the following error.
    Internal error in communication between configuration and sales doc.CONFIGURATION_PROCESSING (Notification A V1 854)
    Item 000100 does not exist (Notification E V1 331).
    We suspect that the Order when getting replicated to ECC, is trying to determine the latest "knowledge base" version in the system for the material and since there is a mis-match between the Order and the "SCEKB" table, the Order is not getting replicated to ECC.
    Can someone tell me how to suppress the above error and get the Order replicated to ECC without any issues.
    Thanks,
    Ravi

    Hi Ravi,
    Did you managed to get a solution for this?
    We have a similiar situation, can you please provide an input if you have any?
    Thanks,
    Sindhur.

  • Can not create follow up transaction FS Quotation from Lead in Interaction

    Dear All,
    We have requirement wherein IC agent should be able create FS Quotation (Transaction type FSO1) from Lead transaction type in WEB UI.
    I have made all the necessary cutomization for copy control. FS Quotation is also maintained for all chanel.
    Its work fine in CRM Online. I can create FS Quotation from Lead transaction type but in WEB UI when I click on Follow up button from Lead transaction pop will appear but I can not see FS Quotation in pop up window.
    What I found after investigation is that transaction type with Financial Contract as Leading business category can not be available for follow up from Lead in web ui but available in CRM online. When I change the leading business category to another one same transaction type can be seen for Follow up from Lead in web ui.
    Please let me know if you have any suggestion or faced similar kind of issue.
    Regards
    Pankaj Vispute

    Hello Pankaj,
    Yes, I have discovered this behavior as well. It seems to be documented in SAP Note 1172066. Apparently only the four following category classes are allowed:
    'A' : Interaction Log 
    'F' : Appointment     
    'G' : E-Mail          
    'H' : Task            
    Best regards,
    John

  • Can not create follow up transaction FS Quotation from Lead in WEB UI

    Dear All,
    We have requirement wherein IC agent should be able create FS Quotation (Transaction type FSO1) from Lead transaction type in WEB UI.
    I have made all the necessary cutomization for copy control. FS Quotation is also maintained for all chanel.
    Its work fine in CRM Online. I can create FS Quotation from Lead transaction type but in WEB UI when I click on Follow up button from Lead transaction pop will appear but I can not see FS Quotation in pop up window.
    Please let me know if you have any suggestion or faced similar kind of issue.
    Regards
    Pankaj Vispute

    Hello Pankaj,
    Yes, I have discovered this behavior as well. It seems to be documented in SAP Note 1172066. Apparently only the four following category classes are allowed:
    'A' : Interaction Log 
    'F' : Appointment     
    'G' : E-Mail          
    'H' : Task            
    Best regards,
    John

  • Create quotation from DP81

    Hello Experts,
    I run DP81for creating quotation from the sales pricing which comes from the planned cost of my project.
    Dynamic items are created based on the activity type. Eg: Junior consultant - 100 hrs - $10000,
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    When I convert the dynamic items to quotation, each dynamic items are converted to each quotation line item.
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    How to do this? I have tried with "individual quantity not checked". I have selected Activity type as the characteristics.
    Any thoughts would be great for me.
    Regards
    Srinivasan Desingh

    Hello all,
    To achieve this,
    1. Check the check box - 'Product' in the DIP profile characteristics.
    2. Configure the pricing in the item category of the service level material as statistical.
    This will aggregate all the dynamic items into your Service level material in the sales order/contract and shows the value in the service level material.
    Regards
    Srinivasan Desingh

  • How to create ECC Quotation from CRM Opportunity?

    Hi Experts,
    Here I am getting an error like "S::000" while creating ECC Quotation from CRM Opportunity. Here I am enclosing the screen shot, please give me the solution.
    Regards
    Kishor Kumar.

    Hi Kishore,
    Please check the below links, there are certain per-requisite steps which are needed  for this to work.
    https://help.sap.com/saphelp_crm60/helpdata/en/47/45839696581a41e10000000a1553f7/frameset.htm
    https://help.sap.com/saphelp_crm60/helpdata/en/47/463fc2b61c1a41e10000000a1553f7/frameset.htm
    You can also check the SAP Note : 1078575 - ERP sales transactions in SAP CRM for more details.
    Hope this helps.
    Regards,
    Siraj

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