Survey in quotation

Hello,
I am using quotation in a sales process, during the conversation with the customer there are certain questions I need to ask the customer in order to give him the relevant product and pricing
Is it possible to have a survey in quotation?
Thank you very much.
Ohad

Hi,
Yes you can have survey in quotations. Just define a new survey using SPRO.
Assign the survey to the quotation transaction type and make it active.
Regards,
PP

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Surveys in quotation transactions

Hello
Is it possible to attach surveys in quotations? I'm assuming not in the exact same way you would do it for Opportunity or leads... is there a workaround?
Thanks

Hi,
Unfortunately surveys or questionnaires are not possible for creation in quotations.
They are possible for leads, opportunities, activities.
One option for you would be to have a follow-up activity from a quotation where you could assign the questionnaire to the activity.
But the assigning of a survey directly to a quotation itself is not possible in standard.
Regards
Gavin

Survey: Considerations for Using DITA

Survey: Considerations for Using DITA
To help potential users decide whether to use DITA and how much effort doing so would involve, Text Structure Consulting, Inc. is conducting a survey to better understand the documentation projects for which DITA is appropriate. If you are using or considering DITA (or have done so), please take the time to share your experience by completing the survey. Partial and anonymous responses are welcome. You can send your response (embedded in an email message, in Microsoft Word, RTF, Adobe FrameMaker, or PDF) to [email protected]. If you prefer to answer by phone, you can write to the same address to schedule an interview.
Please forward the survey to other documentation professionals you know who might like to participate. If you are involved in multiple relevant projects or would like to add to an earlier response, feel free to complete the survey multiple times. Answers from different people working on the same project will gladly be received.
Since the survey is being distributed largely by forwarded email, statistically significant results are not expected. Nevertheless, survey responses should help existing users re-evaluate their projects and possibly learn about new tools, potential users evaluate the relevance of DITA, and consultants decide when to recommend it. If an interesting number of responses are received, the results will be summarized on www.txstruct.com and submitted for possible presentation at Balisage: The Markup Conference in early August, 2010 (see www.balisage.org). If at all possible, please respond by June 15 so that information can be prepared for the conference.
The survey questions are available at http://www.txstruct.com/dita.survey/questions.htm and are repeated here:
Personal Identification
What is your name, affiliation, and name of your project?
What is your personal role in your project (e.g., author, editor, manager)?
Are you an end user, consultant, or tool vendor?
Is this a new survey response or a replacement for an earlier response?
Do you give permission for your responses to be quoted in a summary of the results of this survey? Do you want such quotations to be anonymous or attributed to you?
Project Identification
What industry does your documentation represent?
What type of processing does your project involve (authoring, publishing, translating, indexing, analyzing, etc.)?
How many documents or pages do you process annually? How much of this material is new and how much revised?
How do you publish documents (paper, PDF, Web, CD, etc.)?
How many document tool users do you have?
How many people use your finished documents?
Are your documents translated to multiple languages or localized in any other form? Are all documents localized or only some? How many languages do you support?
Are your documents revised and republished?
General software considerations
What documentation software does your project use:? Consider DITA-specific tools, XML tools, content management, word processing, desktop publishing, text editors, database management, project management, spreadsheets, and any other relevant tools.
Do you have software that enforces that writers follow your organization's conventions?
Do all groups within your organization use the same tools? All people in your group?
Is authoring geographically distributed?
How are editing tasks assigned to individual writers or editors? For example, is a writer responsible for a document or document component through multiple revisions, or is an available writer assigned whenever a change is needed? Do writers need specific expertise, such as knowledge of a documented product, to maintain particular pieces of content?
Do you reuse all or parts or your documents? What size units do you reuse? In how many documents does a typical reusable component occur? What percentage of a typical document is comprised of reusable segments?
DITA Considerations
For what types of documents (user manuals, online help, test plans, requirement specifications, journal articles, technical books, technical reports, interdepartmental memos, etc.)
Does your project use DITA?
Have you considered using DITA but decided not to?
Have you never considered using DITA?
Do you use DITA-inspired naming of element and attribute types when you do not use DITA itself?
Do you use DITA maps?
Do you specialize (modify) the DITA tagging scheme? How extensive are your changes? Which of the following do they involve:
Rename existing element and attribute types
Change the definitions of existing element and attribute types
Add new element and attribute types.
How many of the DITA element and attribute types do you use?
What were the primary factors in deciding whether to use DITA (for example, eliminates need to define a tagging scheme, availability of DITA open toolkit, a DITA deliverable is part of the project, wanted to use DITA- based software, recommended by consultant, addresses usability, effort required)?
Who are the primary decision makers on DITA issues (for example, customer, consultant, manager, tools group, writers)?
Do you transform your documents to or from DITA for different types of processing? Explain.
In what circumstances would you recommend that an organization consider DITA?
What have you found surprising about DITA?
How well have the effort, elapsed time, and cost of your solution corresponded to your expectations at the beginning of the project?
How well have the results corresponded to your expectations?
Given the experience you have gained, would you make the same DITA-related decisions now?
What version(s) of DITA do you use? Are you planning to use any others? When?
What changes to DITA or the Open Toolkit would you like to see?
What changes to your processes do you plan?
Other comments
Please make any other relevant comments.

Arnis,
Of course. Results will also be posted at www.txstruct.com.
--Lynne

Survey Bullieder?

Hi
Is there any settings or level of automation or configure by which we can prohibit sub sequential Prosing of lead or opportunity Document
If this survey Builder response retting falls below Then percentage
Ex: If the survey builder in the opportunity Document gives rating of 65% against the Minimum Value 75% required to avail loan system should allow the user to create quotation or sales order Document or what?
Thanks in Advance
Mahesh

Use Campaign Automation as it allows you to send/receive the results of the survey and then perform various scenarios so that if the survey results in a rating of X it will trigger Campaign element D, if it results in Y, it will trigger element E, for example.
Take a look at Gregor's blog that details some of how to use Campaign Automation:
/people/gregor.wolf3/blog/2006/05/11/advanced-campaign-automation-in-mysap-crm-40-teaser

Error while creating a Quotation in dp81 with simulation

hi Guys,
My client has a simulation for an operative project. First a quotation was created through sales pricing in dp81. its rejected. now he wants to create another quotation with simulation. when the inputs are given its gives error as " The reference has already been completely copied or rejected". Can anyone explain why this is happening and what is the solution.

Hi,
This is might be due the completion rule of the item category of the inquiry.
Check first the item category of the inquiry sales document you are using. Second go to Tcode VOV7, completion rule field of the item category you are using should be empty in order to be able to create more than one quotation from dp81.
Regards

Error while creating a quotation in SD

i am creating a quotation referring an inquiry of type ZINO and the quotation type is ZQTO. while saving the doc i am getting a error
Pricing error: Mandatory condition ZQOE is missing.
I am not able to fix it kindly help asap.
Nikhil

Hi Nikhil,
U check for which condition type U have created condition record in VK11.
Also check for the table while creating condition record (fields in condition table)
Check once while manually entering the value for the condition in sales order, If it works.....create condition record for the same combination in VK11.
Regards,
Praveen.

Allow certain users to capture quotation after bid end date

Hi
Is it possible to allow certain users to be able to capture quotation on behalf of suppliers using surrogate bid after the end date has been reached but before the opening date? How would I do this?
Regards

Hi
As the end date and opening date are at the header level common to all bidders/vendors, we cannot manually capture quotation for specific suppliers using surrogate bidding. I dont think there is even a BADI for this.
Rgds
Reddy

Error while adding custom fields in ERP quotation

I am trying to add custom fields to ERP quotation. So picked up ERP_H and added view BTCUSTOMER_H/CustomerH to its views. I have added the relevant custom fields to BTCUSTOMER_H/CustomerH. Now when I try displaying this, I get the following error..
Context generation failed in view BTCUSTOMER_H/CustomerH of UI Component ERP_H
An exception has occurred Exception Class CX_BSP_WD_INCORRECT_IMPLEMENT - There is no node text 'BTAdminH' in controller ''.
Method: CL_BSP_WD_CONTROLLER=>DO_CONTEXT_NODE_BINDING
Source Text Row: 39
Initialization of view BTCUSTOMER_H/CustomerH of UI Component ERP_H failed
An exception has occurred Exception Class CX_BSP_WD_INCORRECT_IMPLEMENT - There is no node text 'BTAdminH' in controller ''.
Method: CL_BSP_WD_CONTROLLER=>DO_CONTEXT_NODE_BINDING
Source Text Row: 39
Cannot display view ERP_H/HeaderOverviewpage of UI Component ERP_H
An exception has occurred Exception Class CX_BSP_WD_INCORRECT_IMPLEMENT - There is no node text 'BTAdminH' in controller ''.
Method: CL_BSP_WD_CONTROLLER=>DO_CONTEXT_NODE_BINDING
Source Text Row: 39
Window ERP_H/MainWindow of UI Component ERP_H cannot be displayed
An exception has occurred Exception Class CX_BSP_WD_RUNTIME_ERROR - View BTCUSTOMER_H/CustomerH in component ERP_H could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
I have no prior experiance in UI development. Could someone explain me this error and how to fix this?
Regards,
Amar.

closing this unresolved

Changing quantities in sales order with reference to quotation

Hi,
Quotation has been created for Product -- A, 10 quantities.
Sales order created with reference to quotation, system copies 10 quantity in sales order.
How do you restrict in sales order end user should not change quantities, system should not allow for changes by end user. If end user changes Qty system should give an "Error message", so that sales can not be saved.
Could you suggest solution ASAP.
Thanks in Advance.
Regards,
vamsi.

Normally You will have a warning message set for this. under class V1. if you want the error to be hard error then you would have to hard code it in a user exit under mv45afzz "userexit_save_document_prepare" where u can check if the quantities in the quote and sales order are different and create a hard error.
the other option which I am not sure if it is possible is to propose the eror in message class v4 which you can control thru customisation under SPRO>SD>message settings
reward points if it helps
regards
Biju

Restrict manual change in sales order with respect to quotation

Hi All,
The user use to create sales order with respect to quotation. The user can able to change pricing as well as some header and item fields. How can I restrict user for manual change in sales order expect some specific fields.
Thanks.

Hi Sunil,
It is possible through configuration better you can post in sd forums.
For the condition type settings , ensure that the manual entries is 'D'. it wont allow any changes in the order.
Regards,
Madhu.
Edited by: madhurao123 on Aug 1, 2011 1:08 PM

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

Interaction Centre: Survey not saved correctly

Hi,
We are using SAP CRM 5.0 Interaction Centre. While creating a customer feedback transaction with survey in Interaction Centre, following is the observation:
1. We open the customer feedback transaction, enter the mandate information in the details tab and save the transaction.
2. Then navigate to questionaire tab and fill-in the survey questions and save the survey.
3. Navigate back to details tab and save the transaction. The survey and the transaction are saved correctly. Instead, without navigating back to details tab, when we try to save the transaction from the questionaire tab, neither the survey nor the transaction is saved.
Recently the application was upgraded from SP15 to SP16.
Please provide your inputs in solving this issue.
Thanks in advance.
Regards,
Venkat
Edited by: kvenkat24 on Dec 14, 2010 8:02 AM

Hi Hongyan Shao,
Thanks for taking your time to answer my issue.
Actually we have two issue in this
1.When users press the End button, ideally, the current screens should be closed and default screen of Accoutn Identification should be shown.
This does not happen.
Actually, nothing happens when users press the End button.
Users cannot click on anything else too and the screen seems to be frozen.
Users have to close the IC session and relogin.
2.And one more issue is when user ends call by click on end button it goes to account identification but Name of the account still be there on top left top side where it shown account name. but it allows agent to take another call and create service ticket.
Please note that we are using CTI( Avaya phone)
Now since these two are an intermittent issues, i do not have reproduction steps.
Thanks and regards,
Teja

Error in updating object SURVEY

Hi Experts,
The following error occurs not always but very rarely while updating the notes field or while saving an Activity.
SAP Note
The following error text was processed in the system P60:
Error in updating object SURVEY
The error occurred on the application server crmpcs2c_P60_09 and in the work process 6.
The termination type was: ABORT_MESSAGE_STATE
The ABAP call stack was:
Function: CRM_SURVEY_UPDATE_DY of program SAPLCRM_SURVEY_DU
Form:CRM_SURVEY_UPDATE_DY of program SAPLCRM_SURVEY_DU
Form:%_UPDATES_NO_UTASK of program SAPMSSY4
Form: LOCAL_UPDATE_TASK of program SAPMSSY4
START-OF-SELECTION of Program SAPMSSY4
Could you help me in this regard.
Thanks in Advance.
I will reward full points to the expert.
Regards,
Madhura.

Hi Gervase,
No, but there was an associated dump in the transaction SM13.
Here is the detail:
Function Module: CRM_SURVEY_UPDATE_DU
Status: Update was terminated
Report: LCRM_SURVEY_DUU02
Row: 94
Error details Class: CRM_ORDER_MISC Number: 002
Error in updating object SURVEY
Thanks in Advance.
Regards,
Gabriel.

User can not create the quotation in PCUI

Dear All,
User salesrep is not able to create the quotation in PCUI. When he select the quotation tab and click on create button one pop up appears but no quotation appears in it and he can not select it for creating the quotation.
I have checked the authorization objects for this user. Seems everything is ok from authorization point of view.
User has authorization to create, display and delete for quotation in object CRM_ORD_LP.
Please help me regarding this.
Regards
Pankaj Vispute

Hi,
Please check whether u have assign transaction type of quotation and iviews to salesrep user from Portal admin and related portal role to u r User.
Regards,
DD's

Can't move images in Survey mode

I click on a folder and pull up a few images in Survey and am not able to move/re-arrange said images, on other folders it works as it should -- Sometimes it works sometimes it doesn't -- yes, I click on the image itself. Is this a bug?

Did you ever figure this out?
I have the same issue... can't figure out why...

Survey in quotation

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