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C4C Sales Quote set to Won

owen_carnes
Participant
2,375

We have bi-directional replication between our C4C system and our ECC system. The vast majority of our quotes and orders are created directly in ECC, and automatically replicated to C4C.

The issue we're facing is that we create a quote in ECC, and it is replicated to C4C successfully as open. Then a salesperson converts that quote to an order in ECC. That order is replicated successfully to C4C as well. However, the quote in C4C does not have its status change automatically. So, it is not automatically updated to "Won" and "Complete". Instead, it appears as though a salesperson would need to manually set the quote to won in C4C, after manually creating the order in ECC.

That order doesn't show up in the "Sales Documents" tab on the Quote in C4C, but it does show up in the "Document Flow" tab.

Am I missing something in configuration? How can we get these quotes to be set to won automatically when an order is tied to the quote in ECC?

Thanks,

Owen

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Answers (1)

Answers (1)

former_member272234
Active Participant

Dear Owen

Kindly check the KBA https://launchpad.support.sap.com/#/notes/2540377

Quotes that are won or lost put the quote status to completed. If the quote is successful and accepted by the customer, you can either use action “Create External Follow-up Document” to create a follow-up sales order in ERP or you create a follow-up sales order directly in C4C. Once the follow-up sales order is created in ERP the confirmation message from ERP turns the quote to Progress Won and turns the Status from In Process to Completed. You can also trigger manually the action “Set as Won”, if a sales order cannot be connected to the quote. This changes Progress to Won and Status to Completed as well. Cancelling a complete quote will also put the quote to Completed.

Thanks and Regards

Sikander