Sales Order Approval questions

Forum,
I have an approval in place which is configured to alert when the Gross Profit % is less than 20. I just want to confirm that this is for the overall order total and not the individual items on the sales order?
Regards,
Juan

Gordon,
Thank you for your response. As this is the case, I am trying to create a query for an approval which if items are less than 20% of the gross profit % they will require approval.
I have only got to this part, can anyone assist?
SELECT 'TRUE'
FROM OITM
WHERE
T0.ITEMCode = $[$5.0.0]
Regards,
Juan

Similar Messages

Sales order approval workflow

Hi,
I am new to workflow. I have to implement sales order approval process in sap.
Below are my queries:
1) Can anyone tell me that is there any standard method for "approval" available in BOR.
2) Organization level should be derived from the custom table in sap depending on the input coming to workflow.
So how i can implement this process?
3) Is there any possibility to approve the sales order through e-mail. If yes then how to do that.
Can anyone suggest any example for this.
Thanks in Advance.
Sumit

Hi Sumit,
There are standard Objects available in BOR for sales order you can extend that object type and use a
new method for Approval process check object BUS2032.
You can forward your workitem through email maintain settings in SCOT and SOST.
Thanks & Regards
Hari Sankar M

Sales Order Approval flow

I wish to know if there is any standard procedure for the below in SD.
"Sales Order Approval. There is a need from business to align on confirmation control.
User requests to change the sales order flow to include SO confirmation step."
rgds,
Pri

hi
U will follow this steps:
1.First create the status profile.
2.In this status profile,u have create the Approval and Non-Approval and Double click to the Processing Process.
3.Then assign to the Sales document header or Item Level.
IMG - Sales and Distribution - Sales - Sales Documents -Define And Assign Status Profile

Fiori Approve Reqs - Custom Sales Order Approval Issue

Hi All,
Urgent Help required .
We are developing Sales Order Approval apps using Approve Requests as baseline.   We have requirement to display the sales Order details in Apps Like the PO apps. Please help me find out how to add business data to Approve request apps . I have checked below Doc .
.http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/f0ab2463-4e16-3110-b08e-d93918e513a1?QuickLink=index&overridelayout=true&58789512365087
Step 8 Extensibility section .
8.2 we have implemented . all the steps mentioned in Doc were implemented in the backend system as we have to retrieve data from ECC/ERP
Created Model Provider Class.
Created the data provider Class.
Created Service and maintained the customization table /IWPGW/C_TGW_CTX with Service.
But i am not able to see the fields i have added to Entity when testing in the metadata fields in TASKPROCESSING. However, it does show there is Contextserviceurl with the context service what we have created
Please let me know the Next step or if i am missing some steps .
Please suggest me best approach to develop the Approval apps if not delivered by SAP ???
Thank you very much for your help.
Thanks,
Deepanker
Tags edited by: Michael Appleby

You need to REDEFINE   method ENTITYSET_TASK and couple of other methods like GET_ENTITY etc. I am showing one for reference:
Please look at std SAP method for GET_ENTITY in the std class. Here is a sample example:
first get a handle to the Instance ID
CASE iv_entity_name.
    WHEN 'InvoiceItem'.
* get work item's instance ID
      READ TABLE it_key_tab INTO ls_key WITH KEY name = 'InstanceID'.
      READ TABLE it_key_tab INTO ls_key_item WITH KEY name = 'InvoiceLineItem'.
      lv_wiid = ls_key-value.
*     retrieve Invoice details
                  CALL FUNCTION 'CONVERSION_EXIT_ALPHA_INPUT'
                  EXPORTING
                    input = lv_wiid
                  IMPORTING
                    output = num.
                 CALL FUNCTION 'SAP_WAPI_READ_CONTAINER' destination lv_destination
                   EXPORTING
                     WORKITEM_ID              = num
                     BUFFERED_ACCESS          = 'X'
                   IMPORTING
                     RETURN_CODE                = lv_returncode
                   TABLES
                     SIMPLE_CONTAINER         = lt_simple_container
                     SUBCONTAINER_BOR_OBJECTS = lt_subcontainer_bor_objects
                     SUBCONTAINER_ALL_OBJECTS = lt_subcontainer_all_objects.
               if lv_returncode = 0.
               "TEST
                      READ TABLE lt_subcontainer_bor_objects with table key element = lc_element
                      into wa_subcontainer_bor_objects.
                                  " call rfc for data
                                     CALL FUNCTION 'ZRFC' destination lv_destination
                                      EXPORTING
                                            AUSBK = wa_subcontainer_bor_objects-value+20(4)
                                            BELNR = wa_subcontainer_bor_objects-value+24(10)
                                            GJAHR = wa_subcontainer_bor_objects-value+34(4)
                                      IMPORTING
                                            BLDAT = wa_BLDAT
                                            XBLNR = wa_XBLNR
                                            VENDOR = wa_vendor
                                            WRBTR = wa_wrbtr
                                      TABLES
                                              LT_ITEM        = lt_inv_item.
                ENDIF.
*     map details
      READ TABLE lt_inv_item INTO wa_inv_item WITH KEY BZKEY = ls_key_item-value.
                ls_item-instance_id = lv_wiid.
                ls_item-invline_item = wa_inv_item-BZKEY.
                ls_item-COST_CENTER =   wa_inv_item-KOSTL.
                ls_item-COMPANY_CODE =    wa_inv_item-AUSBK.
                ls_item-FISCAL_YEAR = wa_inv_item-GJAHR.
                ls_item-GLACC_TEXT =   wa_inv_item-TXT20.
                ls_item-FISCAL_YEAR = wa_inv_item-GJAHR.
                ls_item-GL_ACC_NO = wa_inv_item-SAKNR.
                ls_item-INV_DOC_NO = wa_inv_item-BELNR.
                ls_item-INVOICE_AMT = wa_inv_item-WRBTR.
      CALL METHOD copy_data_to_ref
        EXPORTING
          is_data = ls_item
        CHANGING
          cr_data = er_entity.
You might have to handle exceptions in this code and this is just an example.
thanks
Ashish

Sales Order Approval

Hi All,
1. I have set the approval for the SO. Once the SO is approved from the manager, In some cases there might be changes in Terms & Conditions and I want to make the changes of Terms & Conditions. These changes will be done after the approval only because we might know there is the change in the T&C. So how can I do this.
2. Once the document is approved and after receiving the approved document If there is any changes in the document I am unable to change the modifications in SO. How can I do this.
3. When the changes has updated it should again send for the approval.When the document is sent for the approval to the manager if there is any modifications in the SO can he make the modifications in the SO.
Thanks

Hi Sandy,
1. I have set the approval for the SO. Once the SO is approved from the manager, In some cases there might be changes in Terms & Conditions and I want to make the changes of Terms & Conditions. These changes will be done after the approval only because we might know there is the change in the T&C. So how can I do this.
Therefor you need a query, that check if the payment condition in sales order is the same like in the bp master.
2. Once the document is approved and after receiving the approved document If there is any changes in the document I am unable to change the modifications in SO. How can I do this.
3. When the changes has updated it should again send for the approval.When the document is sent for the approval to the manager if there is any modifications in the SO can he make the modifications in the SO.
Thats a good question, we have a similar problem. Some approved orders need to be changed. I was searching for a solution, but it seems thats not possible to change a approved document. In our case we cancel eg. the order and duplicate it for a new approval procedure.
Regards Steffen

SAP SD Sales Order approval process

Hi Gurus,
Could anyone explain how to map the following scenario in SAP SD sales Order Management?
Ques-1:
Sales order will be reviewed by supervisor. If the supervisor approves, then the sales order will be available for the Sales manager for review. If the supervisor disapproves, then the sales order will be stopped from getting processed.
Ques-2:
Sales order will be reviewed by sales manager. If the sales manager approves, then the sales order will be available for the Sales director for review, if the order is above a pre-set value limit. If the sales manager disapproves, then the sales order will be stopped from getting processed.
Ques-3:
Pending sales orders will be automatically promoted to the next level.
Have a Nice Day.
Regards,
Ravikumar.S

Hi Ravikumar
For all your questions ,
Configure credit management and in FD32 maintain credit limit for the customer. and in OVA8 , maintain Error indicator . So if the error exits then the sales order will be sent to the supervisor to get the approval.and then do delivery. After approving by the supervisor then it the sales order will be forwarded to
Sales manager. to finalize again
So while doing configuration in credit mgmt , dont maintain credit limit for the supervisor and maintain credit limit to Sales manager. But make sure that the 1st level is supervisor and the 2nd level is sales manger. So that once the Error comes in the sales order then it will be forrwarded to Supervisor and then supervisor will forward to Sales manager
Regards
Srinath

Work flows...Sales order approval

How to trigger the workflow after creating the Sales order n send the SO for approval through Mail?

Hi,
If that Workflow, Matches your Requirement.
Activate the workflow and test it.
Once you created a Sales Order you want the workflow to trigger right.
Do the following steps,
1) Create sales order
2) Goto t.code SWEL, give the user id from which created the
Sales order in 'Creator (User)' & Execute it.
3) You will find the Business Object (BO) and event, if your workflow is active it will come under the 'Name of Receiver Type'
4) Once you activated the workflow you can find it below the 'Name of Receiver Type'.
Activating the Workflow.
1) Goto T.code SWDD -- Give the workflow number
2) Goto Basic data (Ctrl+F8) --> 'Start Events' Tab and click the active button, Once it active it will become green if it not active it will become Grey.
Regards,
Surjith

Sales order approval based on Price

Hi Champs,
Have a scenario which needs to be mapped in SD.
Flexibility to decide if the billing needs to be processed for the respective sales order even if the actual price is lower than the sales budgeted price is required.
System will first compare the actual sales price with the budgeted price and if found lower a release for the sales order will be trigerred and attached to the sales order.
The function of this release in sales order will be to block the sales order at the time of billing creation. Please note that in this option, system will not stop the user from creating the sales order.
Until the authority does not release this order, the billing cannot be processed.
Can you please guide me if you have come across any such requirement.

Create one budgeted price conditon in the pricing procedure as statistical. The actual price should be compared with the budgeted price condition & if it is greater then automatically set a billing block. The billing block (VBAK-FAKSK) can be set automatically through the Module Pool MV45AFZZ & you make sure to put the logic that once the billing block is removed manually (Approved) then set VBAK-FAKSK eq initial.

Sales Order Approval needed when price is changed

Gurus,
Here is the Scenario:
User creates a sales order. If he changes the price of an item or adds a discount, it is required that the Sales Order needs approval from the Manager. Please let me know how to proceed with this.
P.S.I found a similar thread but it was not answered.
Referal Thread
Approval at the time of price difference

Hi Manoj,
This can be done by using status profile at the sales order header and with function module I_Change_Status, you can change the user status in background and the order would need approval from the manager before allowing to create any subsequent documents.
So create user status in your status profile
SPRO - SD - SALES - DEFINE AND ASSIGN STATUS PROFILE - SALES DOCUMENT HEADER
10 - Order Created
20 - Order Confirmed
30 - Order changes pending approval
40 - Order Rejected
50 - Order changes approved
Now your abapper can write a logic in program MV45AFZZ wherein, whenever something in the order is changed after the order has been confirmed (status 20), then the status would automatically be set to 30. ((This can be done changes made to pricing if order is still at status 10. You have to decide the best possible scenario, i am just giving you an overview))
Now your sales manager can come and either make it 40 if he wants to reject it, or make it 50, if he is okay with the new rates or discounts if any.
You can find what changes have been made in the order by going to Environment - Changes.
This will give the manager a clear picture of which fields in the order have changed.
I have used this concept and it works perfectly fine.
Try and let me know.
Reward points for contribution if helpful.
Regards
Ravi

Need Sales Order Approval Workflow upto two level

Hi All,
I am new user of sdn and also in workflow.I want to create a workflow to approve a sales order upto two level of approval.
Is there any standard workflow available for this?or any standard task to approve sales order.Please help.

Hi Abhijit,
Thanks for your assistance.
Actually what I need is to build a workflow which will be triggered whenever a Sales Order is created by some user.First the workflow will check if the sales order value is greater than Rs.10,000 or not.If yes it will go for the first level of approval to authority1 if not it simply complete the workflow.If authority1 approve the workflow it will go to authority2 for second level of approval.If authority1 reject that it will go back to the sales order creater to change it or he simply complete the workflow.If he choose change then it will again go for the first level of approval to authority1.If authority1 approve the sales order then it will go to the authority2 for second level of approval.If authority 2 approves it the sales order will be finally approved else it will return back to the creater to change or withdraw.
I think you have understood what I want.Waiting for your reply.

Transfer posting for sales order stock questions. Propose BOM components?

Hello
We are working with a third party subcontracting scenario (SD item category TAB/sched line CB), where a Subcontracting PO (item cat L/acc assign M) gets generated.
At MB1B, I perform a 412E movement to issue components to a sales order.
When I issue components to the sales order, I need to manually enter the component and quanity. I would like the system to propose the component quantity, similar to when I do a movement 541 to a subcontractor.
Is this possible? Any advice would be greatly appreciated !!!
Regards
Ken

Hi
Goto Transaction Code, VOV6--> Choose Sch.Line catagory, CB> Go in to detail--
>There you maintain PR Doc.Type as NB, Acc.***.Catagory as "M" and Itemcatagory as "L",then after completing the sale order, Automatically PR will be created with item cat L and acc assign M ....
Then create PO by refering this PR...
(Before that make sure that you have maintained the link bet. Acc.***.Catagory as "M" and Itemcatagory as "L" in OLME-->Accout Assignment--
> Define combination of Acc.***.Catagory and Item catagory
and also In OLME-->Purchase Requisition---->Define document types -
>you have to maintain the link for converting this PR into PO...)
If you have already maintained BOM, then in PO---> Material data tab---> the BOM will be automatically exploded.
Then you can issue these items to SC Vendor in Transaction code. ME2O
Hope I have cleared your doubts
Reward if useful
Regards
S.Baskaran

Using Sales Order Approval in B1 does not Synch Orders

Hello everyone,
I have a customer who uses Sales Order Approvals within Business One for Over Credit Limit. Those that go through this process, never get sent to WebTools and then later cause the error that in the Synch Manager that you Can not synch the Delivery Document#xxxx because the order does not exist, or something to that effect. Then I simply add the Order to the Transaction Queue and all goes through fine. Has anyone seen this occur in their environment and if so, what was the resolution?
Thanks so much for your help!
Kristen

Kristen,
Ironically after my last post I have just hit this in a live situation with 65,000 deliveries not synching.
Have you a resolution to this and have you needed to deal with a large number of transactions, if so how?
I am wondering what the implications of unticking Delivery Documents in the synch manager settings has on this issue and also the impact on the loss of functionality in Webtools for the user
Geoff

Sales Order Output After Approval?

Dear All,
My customer requirement is,Sales order Print out should be possible only after sales order approval.Let me know is there any standard way to acheive this.I tried user status profile,it didn't work.
Let me know a better way to acheive this.
Regards,
Venugopal

There is no standard way for this.
To do this
- First half of the way, you are right. Where you have status profile.
- Second half, develop a routine for output requirement with the help of an ABAPer with your logic and level of status profile. Then assign this develop routine in the access sequence for the output type.
Regards
JP

Creation of A/R Down Payment Invoice based on Sales Order not logical

When creating a A/R Down Payment Invoice based on a Sales Order you
have the option to create multible ones. Which by itself could be
usefull to create one of 50 % for a certain day and decide they need to
pay another 25 % at a later date.
But SBO does not track what already have been posted. Therefore you can
create a sum more then a 100% without warning or blockage.
Tested this in SBO 2007 A SP:00 PL:00
Scenario:
Sales - AR>Sales Order
Create and post a Sales Order
Sales - AR>A/R Down Payment Invoice
Create an A/R Down Payment
Select the BP and copy the Sales Order
Set DPM to 40%
Post the A/R Down Payment
Sales - AR>A/R Down Payment Invoice
Create an A/R Down Payment
Select the BP and copy the Sales Order
Set DPM to 100%
Post the A/R Down Payment
Sales - AR>A/R Down Payment Invoice
Create an A/R Down Payment
Select the BP and copy the Sales Order
Set DPM to 70%
Post the A/R Down Payment
Making the total for the Sales Order 210% worth of Down Payment
Invoices without warning/blocking. I would expected that you would only
be able to set the rest sum %. For instance first scenario I entered
60% therefore setting the second Down Payment Invoice to a max of 40%
Untill you have used up the 100% and you cannot select the Sales Order
in question..
If multible users do the same work, SBO doesn't show that it has
already been done. Same if you forgot you already created it you can
still create one. Plus sometimes it will happenyou create the Down
Payment Invoice and not paying attention you create the first one with
a 100% and later with the intended percentage..

Hello Petronella,
you are right that B1 is not checking the total value of DP created from the Sales Order.
The logic and checking procedure here is only between Sales Order -> Delivery/Invoice.
DP Invoice is considered as transaction related to document the receipt of the money (parallel to the sales process). Between the moment of basing of DP to Sales Order it is still possibility to adjust Sales Order as there is no posting behind Sales Order.
The question is what would be a checking procedure in case that on Sales Order there is based Delivery and DP? What would be the system priority to take into a consideration?
Regards,
Martin Slavik
Regional Solution Manager

Adding item positions with reference to contract in sales order

Hi all,
I would be very grateful if some of you could help on this:
I have a requirement to add lines with reference to a contract while the user is creating or modificating it via VA01 or VA02. The logic flow will be as follows:
if the user enters a new item position with reference to a contract, and the qty entered exceeds the qty in the position selected of the contract, we have to skip the standard error message and try to spli the quantities in several positions with the same material in the contract.
As an example:
the contract 000000000001 has 5 lines:
line     material       qty
01       mat1           100
02       mat1           50
03       mat1           50
04       mat2           n/a
05       mat2           n/a
if the user picks up the line 02 of the contract to create a new line in the sales order, and enters 180 as qty, the sap standard will raise an error, saying the qty has exceeded the contract qty. Ok, we have to skip that error (maybe could we set it as a warning??) and 'split' the qty as follows:
in the sales orders, 3 lines will be created automatically
line    material     qty
     mat1         100
     mat1         50
     mat1         30
and of course, the released quantities in the contract must be updated: i.e the contract should be as follows:
line     material       available qty
01       mat1           0
02       mat1           0
03       mat1           20
Any ideas? : )
What i've done by the moment is to check is that 'split' is possible, in userexit_save_document. If not (e.g. if the user enters 220 for mat1 in the previous example), a custom error will appear. If it is possible, then the sales order will be created (only with the line the uswer entered) and I will trigger somehow a FM processed in background to modify the sales order.
my question now is: how can i add lines to the created sales order, making reference to some contract lines?
I've seen BAPI BAPI_SALESORDER_CREATEFROMDAT2 is used to create a document with reference, but can i use it to MODIFY an existing sales order?
any help would be greatly appreciated.
thanks a lot for your help.
regards.

Hello,
there's a function module called 'BAPI_SALESORDER_CHANGE', which could change a sales order. The problem could be,that these BAPI's enque the salesorder. So if you start them in background via an userexit, you have to be sure that the salesorder is updated and dequeued by posting.
An other way could be to use the exit 'userexit_check_vbap' in MV45AFZB. It's called after creating a new position or changing a position. All existing positions at that time in a internal table 'XVBAP', which you could change. (But be carefull, that you don't create an endless loop !).
The check about the contract quantity is in a form routine called 'vbep-wmeng_pruefen_folgebeleg(sapfv45e)'.
Have a look into the form 'vbap_pruefen_ende' in FV45PFAP_VBAP_PRUEFEN_ENDE. There's the whole thing done including the call of the userexit.
Regards Wolfgang

Sales Order Approval questions

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