How to set default validity of Sales Quotes based on Sales Organisation

[klockowa]

Hello,

We need to define the Validity of Sales Quotes based on the Sales Organisation. It is a business requirement that Sales Quotes have different validities in different countries. For example 30 days in Germany, but only 10 days in Brazil.

In the Business Configuration Fine tuning activity "Date Profiles" you can set default Quote Validity base on Requested date. But this is valid for all Sales Quotes in the system. Users can only change the Validity manually after creation.

Our idea was to set the default value based on sales organisation via Workflow Rule. But the field “Vallidity” is not available for workflows. According to SAP it is also not planned in the future. I have already posted a request in the influence board, but it will not get enough votes obviously. https://influence.sap.com/sap/ino/#/idea/256525

What other possibility is there to set the default validity of Sales Quotes based in the Sales Organisation?

Thank you for your ideas.

BR Anja

[former_member155401]

Hey,

I cannot think of a way of enhancing (without SDK) the validity date on the quote, but what I can think of is setting a rule that if Country = .. and today > posting date + 30 then raise error message.

Or, if you are using an not integrated scenario, maybe it's worth considering a KUT for the validity date (and check if that can be updated with a relative value with the workflow). Dowside of the workflow is that you will need to create a workflow for each of the countries (or at least group them based on the same expiration date rules), that will impact your performance as they will run during the quote creation.

Thank you,

Carina.

[PeterK]

Hello Anja,

I think you will have to enhance the Event-AfterModify.absl script file for the Sales Quote in the SDK with the logic for each country/sales organisation.

Best regards

Peter