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

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

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

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

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

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.

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

Status profiles for sales order

Dear all:
I use status profiles to do sales order approve(BS02)
who can tell me which business transaction can settle Sales Order can or not make to MD04?
the standard business transcation:
Acct. assignment order/project
Activate final billing doc.
Actual activity allocation
Actual overhead (periodic)
Actual settlement
Automat. WIP/results analysis
Change configuration data
Complete
Confirm order
Create billing document
Create changeable copy
Create delivery
Create inquiry
Thanks a lot .

hi,Imran and rohit rathi
thank you very much for you help,
maybe I have't depict the problem,
I use user status profiles to do sales order approve, i have defined a status profiles and assigned it to sales document type , i have defined two statuses A00 and B00 in the status profiles .
I hope if the sales order in status A00,it'can make to MD04,when the sales order approved to status B00,It can make to MD04.
but I don't know which business transaction shoud I choose when defining the profiles' status A00 by t-code BS02.
thanks and Best wishes.
zeng
Edited by: zeng zeng on May 31, 2008 11:37 AM

How to enable GOS at sales order item

Hi Experts,
I have a requirement where I have to provide the customer an option to see the workflow overview at sales order item level (using Generic Object Services).
I have developed a class based custom workflow for sales order approval and wish to intergrate GOS in VA02/VA03 at item level and not header level. I know that this is possible at header level using Business Object 2032. But I wish to know if this is possible at item level and that too in a class based workflow approach.
Please provide your valuable suggestions.
Thanks,
Ajay

Hi Janos,
Thanks a lot for your reply. The breakpoint wasn't triggered in FM SUSR_USER_LOGONDATA_GET. Please check if the steps I followed are correct.
1. Set external breakpoint in the FM SUSR_USER_LOGONDATA_GET.
2. Run transaction VA02 for an order pending approval.
Am I missing something here ? Do I need any authorization ?
Thanks,
Ajay

Hai all sales order discription and quantity should not allow modification

Hi all
any one plz respond me, my requirement is once the sales order approved then its not allow any modification like order quantity, discreption and first delivery date in the change mode va02 and va22 plz help me .
regards,
venkat.

You can use user exit   MV45AFZZ and here
FORM USEREXIT_FIELD_MODIFICATION.
CASE SCREEN-GROUP3.
WHEN '900'.
    IF VBAK-VBTYP NE 'A'.
      SCREEN-ACTIVE = 0.
    ENDIF.
ENDCASE.
CASE SCREEN-NAME.
WHEN 'VBAK-VBELN'.
    SCREEN-ACTIVE = 0.
ENDCASE.
ENDFORM.
Write your code between Form and endform.
try to mention sy-tcode is VA02.
then it won't distrb others.
Reward Points if it is helpful
Thanks
Seshu

Sales Order Approval

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