Quotation to Contract Linkage

Hi,
I am trying to create link between Quotation and Contract and there are three scenarios:
First Scenario
Quotation is present in CRM System
Contract is not created
So while creating Contract I can establish the link and it is working fine.
Secind Scenario
Contract is present in CRM System
Quotation is not created
In quotation creation report I am trying to extablish the link but it is not working
Third Scenario
Contract is present in the CRM System
Quotation is present in the CRM System
I am trying to develop a link via seperate code but not successful
Can anyone please help me?
Thanks,
Parth

Use function 'CRM_ORDER_MAINTAIN' to set doc flow linkage between contract and quotation document and function 'CRM_ORDER_SAVE' to at the end save related guids...
CALL FUNCTION 'CRM_ORDER_MAINTAIN'
    CHANGING
      ct_input_fields   = lt_input_field "Input field name for changing
      ct_doc_flow       = lt_doc_flow    "Document flow
    EXCEPTIONS
      error_occurred    = 1
      document_locked   = 2
      no_change_allowed = 3
      no_authority      = 4
      OTHERS            = 5.
    CALL FUNCTION 'CRM_ORDER_SAVE'
     EXPORTING
        it_objects_to_save = gt_obj_guids
      EXCEPTIONS
        document_not_saved = 1
        OTHERS             = 2.

Similar Messages

Quotation and Contract Linkage

Hi,
I am trying to create link between Quotation and Contract and there are three scenarios:
First Scenario
Quotation is present in CRM System
Contract is not created
So while creating Contract I can establish the link and it is working fine.
Secind Scenario
Contract is present in CRM System
Quotation is not created
In quotation creation report I am trying to extablish the link but it is not working
Third Scenario
Contract is present in the CRM System
Quotation is present in the CRM System
I am trying to develop a link via seperate code but not successful
Can anyone please help me?
Thanks,
Parth

Use function 'CRM_ORDER_MAINTAIN' to set doc flow linkage between contract and quotation document and function 'CRM_ORDER_SAVE' to at the end save related guids...
CALL FUNCTION 'CRM_ORDER_MAINTAIN'
    CHANGING
      ct_input_fields   = lt_input_field "Input field name for changing
      ct_doc_flow       = lt_doc_flow    "Document flow
    EXCEPTIONS
      error_occurred    = 1
      document_locked   = 2
      no_change_allowed = 3
      no_authority      = 4
      OTHERS            = 5.
    CALL FUNCTION 'CRM_ORDER_SAVE'
     EXPORTING
        it_objects_to_save = gt_obj_guids
      EXCEPTIONS
        document_not_saved = 1
        OTHERS             = 2.

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
           Sales Order (zmor) 789
           Sales order (zkal) 101
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.
Regards,
Saju.S

Data not getting fetched from Quotation to Contract

Hi,Myself new to TM. I have a ticket mentioning data not getting fetched from quotation to contract. How to solve it? Please help...
Message was edited by: Michael Appleby

Please add the version of the TM product and which SPs have been installed. Also more information on the quotation and contract.
What do you mean by ticket? It you mean an error message, from where are you reading the message?
Regards, Mike
SAP Customer Experience Group - CEG

Quotation and Contract

Dear all
This is one of the migration of all the quotations and contracts download and upload from SAP to SAP...we are using Std BAPI...what are the field should i consider...
like old document number and header details like customer and item details like material and price we are taking old price from old system...
and what are all the other things which we need to consider... please help me on this
Regards

Hi ravi,
you would need to ensure the following things
1) the sales area must be defined
2) pricing procedure should match
3) if you are copying the quaotation nos then the no range should also exist
4) quotation with the same no should not preexist in the new system
5) it is advisable to have all the master data copied otherwise sometimes it leads to errors
Hope this helps
Thanks
Prashant

Pricing routine in copy control from quotation to contract

Hi Team,
I have a requirement where price from a particular condition type of a quotation needs to be copied to another condition type in contract when a contract is created in VA41 with reference to a quote. I am unable to find a routine for this. Can any one help me in this regard?
Thanks in advance.
Regards,
SP

Hi
For your requirement you have to create a new subroutine with the help of ABAP'er and assign that new subroutine to the condition type. While creating the subroutine give your requirement to the ABAP'er.
Regards
Srinath

Item not compied from Quotation to Contract

Hello all,
I configured a transaction Z1 as a quotation and control copying a Z2 as a contract, I performed all the transaction configuration, item category, pricing, etc. to perform all the quotation with correspondant pricing procedure.
I create the quote (Z1) and add the item to the quote and the pricing procedure goes well, but when I clicked the followed up transaction and select the contract (Z2) all the information copied except for the item, pops up a message that I need to add an Item to perform the pricing procedure for the customer.
I don´t have any error message, I tried to perform the same test at GUI but same situation arises.
Any clue you can provide me would be highly appreciated it.
Regards,
Sue

Hello Robert,
Yes, I already define those before posting this question. But as I mentioned I don't have any error displaying on my screen when I tried to perform this step.
Any other ideas?
Kindest Regards
Sue

Copy Quotation to contract

Hi all,
Copy Rate categories of the respective Quotation items to the Rate category field of the Contract. (Rate category field is configured on the contract).
Thanks In Advance,
Regards,
Siva.

Hi,
Have you maintained the copy control for header as well as item category level? There are 3 types of copy control you need to make for this.
Transaction Type -> Transaction Type, Item Category>Item category, Item Category + Target Doc Type> Item category.
Here you can make setting for the fields you don't want to be copied from Qtn-->Contract.
Hope this Helps.

Product Cannot copy from the quotation to contract

Hi all,
I Created Quotation in CRM, using the copying controls i creating the Contract(CRM), the problem is Product is cannot copy into contract from the quotation,
Can any help to solve this issue.
Thanks
Gskumar

> is this IDES version??
>
> Sharif isnt CRM_COPY_BADI used to copy similiar trans
> and not for copy control..??
Hi Rebecca,
Its not an ideas system.
Client Business process is Quotatation & Sales Order are creating in CRM
Contracts are creating in R/3.
To decrease their license cost they wants to create Contracts in CRM,
Issue is : When ever am creating a contract with reffernce to quotation, product is not copying to Contract,
help to solve this issue
pls send u r mail i ll send the screen short wht exactly the probelm
Thanks
Gskumar

Pricing in quotation maintenance & contract

Hi
How can i have PO pricing in quotation maintenance & in contract ....
If not how can i have pricing in these documents .....
Bidd quotation is taking PO pricing

Hi,
You cannot have pricing for quotation and contact,
You have to enter it manually and you can Tick the info update box.
While making the P.O price will be picked from the info record.
Regards,
RR

Copy controls from quotation to contract

Hi,
My client want to create contract w.r.t quatation.
I maintained the copy controls for the same but target quantity is not getting updated in contract w.r.t qutation
2)while creating contract without reference order quntity is not getting updated.
Pls suggest what i may missed
Thanks in advance

Hello Dear
This is NOT standard SAP process flow.
But make sure u have copy control at HEADER and ITEM CATEGORY level.
And as your qty is not getting copied that means some thing is wrong with Routines( copy control and data transfer).
Thanks,
Dilip Sadh

PO creation w.r.t. Quotation, Contract

Hi all
Please let me know the procedure to create PO with reference to 1)quotation and 2)contract.
Once the quotation number or contract number is entered, system should pull all data from that quotation or contract except ordering quantity,delivery date.
Prasad

Hi Prasad,
In purchase order transaction (ME21N), you can enter your quotation/RFQ number in item detail screen against field RFQ number, and then press enter then everything in the quotation will be copied over to your purchase order.
Similarly enter contract number & item number against scheduling agreement field & item number field in item detail screen and press enter. Then the system will copy everything from contract except quantity.
Other way is in PO transaction, click on 'document overview on' then select your quotations/contract and you can drag and drop in shopping cart or select quotation/contract and click on adopt icon, then everything will be copied to PO.
Hope this clarifies.
thanks,
Viswanath

Contract Creation with Ref Quotation

Hi All,
Client requirement is when ever we create the contract with ref to quotation, that contract value should not exceed the quotation value.
Ex: we are create a quotation for $1m ,system should not allow the user to create the contract more than $1m.
i didnt find any customization in the system,
Can one help me to implement his (is there any Badi to fulfill this requirement)
Thanks
GSkumar

Hi venkat,
Thax for u r reply,
can u give me wht badi that i ve to implement to achive this requirement
Thanks
Gskumar

BADI CRM_COPY_BADI for item splitting in Quote - Contract

Hi all,
i have this requirement to split the item quantity into 1 per line when a contract gets created from a quotation.
im new to both CRM and BADI but after doing some research online i figure that my scope should involve creating an implementation of the BADI, configurating the transaction type, and then adding my splitting code in method PRODUCT_I.
but problem is, i've created my implementation and put a breakpoint in both method COPY and PRODUCT_I... and when i try to create a follow-up from a quote to contract, only the COPY method breakpoint gets caught. however, im quite sure it's the PRODUCT_I method which i should be using as it contains the item level internal table being pass into it. but it doesnt seems to be called in this process (am wondering if it's some config thing which i've missed).
can someone provide some guidance into BADI, CRM_COPY_BADI and possibly the requirement's approach?
many thanks in advance.
cheers,
Ryan.

Hi Karthik,
thanks for the info!
technically, my understanding is that when u create an implementation, the process should goes through all these methods at relevant point on relevant business transaction. but strangely after putting breakpoints in all the said methods above, it seems to just going through the COPY method everytime a followup is being created (from quotation to contract). btw, i'm processing it through tcode CRMD_BUS2000112-> openning an existing quote-> then creating a follow-up contract.
or should should i instead be coding these method-calling manually (on ORDERADM_I and SCHEDLIN_I) or is there some config i'm missing?
lost in badi, was working more on the old exits for MM/SD. any pointers are much appreciated.
many thanks!
cheers,
Ryan.

Ways of creating contract and process flow of contracts

hi friends
ways of creating contract and process flow of contracts
thanks for ur help
regards
krishna

hi,
In the MM Purchasing component, a contract is a type of outline purchase agreement against which release orders (releases) can be issued for agreed materials or services as and when required during a certain overall time-frame.
Contracts can take the following forms:
Quantity contracts
Use this type of contract if the total quantity to be ordered during the validity period of the contract is known in advance. The contract is regarded as fulfilled when release orders totaling a given quantity have been issued.
Value contracts
Use this type of contract if the total value of all release orders issued against the contract is not to exceed a certain predefined value. The contract is regarded as fulfilled when release orders totaling a given value have been issued.
You can also set up corporate buying contracts with your vendors. These are valid for all plants and company codes within a client (see Centrally Agreed Contract).
You can create a contract as follows:
Manually
You enter all data relating to the contract manually.
Using the referencing technique
As reference document (the document you copy from), you can use:
Purchase requisitions
RFQs/quotations
Other contracts
CREATION OF CONTRACT MANUALLY:
Choose Outline agreement --> Contract --> Create(ME31K)
The initial screen appears.
Enter the necessary data. If you make any specifications under the group heading Default data, this data will appear as the default data in each item.
In the Agreement type field, specify whether you are creating a quantity or value contract, for example.
Press ENTER .
The header data screen appears.
Enter the contract validity period. Check the other fields on this screen and make any necessary changes (e.g. the terms of payment) and define the header conditions.
Press ENTER .
The item overview screen appears.
On this screen, enter the information for each item (material number, target quantity, price, receiving plant, or account assignment, etc.) using the same procedure as with purchase orders.
Material without a master record: leave the field for the material number empty and enter the following:
u2013 Short description of the relevant material or service in the Short text field
u2013 Material group to which the material belongs, in the Material group field
u2013 Account assignment category
You can enter u (unknown) or the category of an account assignment.
u2013 The target quantity and the order unit
If you specify an account assignment category other than U (field A), you must enter the relevant account assignment data for the item. To do so, choose Item ® Account assignments (see also Account Assignment).
If necessary, review the details for each item. Select the item(s) to review. Then select Item -> Details.
Enter the desired conditions.
Enter further text for the item if any additional instructions to the vendor or Goods Receiving are necessary. Choose Item -> Texts -> Text overview.
Save the contract.
Hope it helps..
Regards
Priyanka.P
AWARD IF HELPFULL
Edited by: Priyanka Paltanwale on Aug 25, 2008 7:20 AM

Quotation to Contract Linkage

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