Approval function in Quotation

[#1]

Hi,

Can anyone tell me how to implement the following process?

After the quotation is created by the user, it needs to be approved by the user with higher level. Does SAP provide the approval process for quotation? if it does, how to set?

Many Thanks

Jean

[Former Member]

Dear Jean Chang

In SD IMG Sales -> Sales doc -> Define and assign status profile you can create a status profile, assign it to the quotation type. Create an Authorization key

See field help.

In this way you can control who approves the quotation.

Best regards

Maximiliano Donzoff

[srikrishna_narasimhan2]

Hi,

I am also having the same issue. Once a quotation is created and saved, it has to be approved, which means that further changes to the document should not be possible. If there needs to be a change, then it has to be possible after approval.

I checked Maximiliano's reply. I have tried introducing business process in Status Profile to Lock and Unlock. But it doesn't seem to solve the purpose. Can anyone help?

[former_member374492]

Hi Jean,

There is no release strategy on the quotation. Release strategies are used for Purchase Requisitions, RFQ, Outline agreement and Purchase Orders.

[former_member374492]

I hope this information help you

Regards

David Merino

[Former Member]

Hi jean, just FYI a quotation is not a legally binding agreement with a supplier for goods and services nor is it in any way shape or form a commitment of spend from the companies point of view and this is why it is not subject to an approval strategy until such time as a PR or PO is created.

[jonathanzhang2]

Hi All,

Thanks for your reply.

Maybe I didn't express clearly.

Here the quotation will be with reference to create sales order, not PR or PO.

Then could you please tell me if the approval function can be done?

Many Thanks

Jean

[jonathanzhang2]

and not only for quotation, but for sales order, i also cannot find the approval function.

[former_member374492]

Hi Jean,

As far as I know it is not possible to have a release strategy for quotations as exist for purchasing release strategy in tr OMGS.

Kind regards

David Merino

[jonathanzhang2]

Hi David,

not only for quotation, but for sales order, contract, I also can not find approval function.

do you have any ideas?

Many Thanks

Jean

[former_member374492]

Hi Jean,

The "approval" function is slighty different from MM and SD. Meanwhile in MM you have the "releases strategies", from SD point of view we can release a sales order which is blocked due to a credit limit and the relevant transaction is VKM1, VKM2, VKM3 & VKM4 for instance.

So standard sales order doesn´t have the function of release strategy as Purchase Orders have.

On the other hand you should consider check the list of authorization object in tr SU24.

Hope this help you!

Regards

David Merino