Problem with Quotation

[#1]

Dear All,

the problem is related to Quotation to Sales Order where I have two queries which are as follows -

1) After creation of Quotation we have done Proforma Invoice which is completed & then we have created a Sales Order (full quantity consumed) which is also completed; but still in the document flow the status of quotation is showing "Being Processed". I want to know whether the general status of Quotation is to remain Open even after completion of Sales Order or not.In the item category ZAGN for quotation we have kept "B" in the Completion Rule & "+" in the item detail of Quotation to Order Copy Control.

2) As mentioned in the first query I also want to know whether the status of Quotation which is showing "Being Processed" will be completed if I raise the sales order, do delivery & PGI & then create & save the invoice.

Please guide in this regard.

Thanks & Regards

Animesh Chakraborty.

[Former Member · Accepted solution]

Hi Animesh,

below is the details for your queries :

Issue 1 : I want to know whether the general status of Quotation is to remain Open even after completion of Sales Order or not ?

Answer : It is not. It completely depends upon your Copy Control settings.

Issue 2 : As mentioned in the first query I also want to know whether the status of Quotation which is showing "Being Processed" will be completed if I raise the sales order, do delivery & PGI & then create & save the invoice.

Answer : Again No. Status of Quotation is only depends upon how much Qty you have consumed in Sales Order and not dependent on Delivery /Picking /PGI or Billing.

Solution : Just ensure that ' Update Document Flow" option has Value X marked.

And try again.

Regards,

Mahendra Jani.

[Former Member · Accepted solution]

Dear Mahendra,

Please find the details of the item category used for Quotation -

Now kindly please check whether my configurations are correct or not as I have few doubts which are as follows -

1. The Completion Rule I have set is B , is it correct or not as after that I will create a Proforma Invoice with reference to the Quotation Order.

2. As mentioned in the above point that proforma invoice will be created, the Billing Relevance I have kept as B, is it correct?

3. Lastly I want to know whether the "Schedule Lines Allowed" check-box will be kept as checked or not?

The Copy Control Configuration Settings in VTAA  (From Quotation Order to Sales Order) are as follows -

Please go through the screenshots & kindly suggest whats more need to be done.

Thanks & Regards

Animesh

[Lakshmipathi · Accepted solution]

the Billing Relevance I have kept as B, is it correct?

No it should be blank as quotation is not relevant for billing.

G. Lakshmipathi

[Former Member · Accepted solution]

Hi Animesh,

1. The Completion Rule I have set is B , is it correct or not as after that I will create a Proforma Invoice with reference to the Quotation Order.

Answer : It seems fine.

2. As mentioned in the above point that proforma invoice will be created, the Billing Relevance I have kept as B, is it correct?

Answer : Please maintain Value ' D '. as that is standard option for Proforma Invoice creation.

3. Lastly I want to know whether the "Schedule Lines Allowed" check-box will be kept as checked or not?

Answer : Yes, it will stay Checked. As I can see from Copy control that you are going to use all this values for Third Party Order processing in furthr process.

Copy controls seems fine as standard.

Not sure why you have kept Credit Active tick mark in Item category but assuming it must be matching some Business requirement.

Please try again with updates of Billing relevance.

Regards,

Mahendra Jani

[Former Member · Accepted solution]

Hi Animesh,

did you create sales order with refernce to quotation because some times we create quotation but never create SO with referernce to the QT. even in this case QT will display as being processed.

Thanks

VSA