SAP version: SAP Business One 2005 B (7.40.253) SP: 00 PL: 43
In our company, the sales approval process is as:
1. The sales quotation entered by sales rep has to be approved by Sales manager.
2. Once approved the Sales Quotation is converted to Sales Order by Logistics
3. The sales order is then approved by Finance.
4. Once approved the Sales order is added by Logistics to a confirmed sales order and taken to Pick and pack manager.
Since the number of sales quotations being entered daily has increased we need to create a automated process such that all sales quotation entered is checked against the price list entered in SAP( using the price list function), instead
of being approved by sales managers one by one manually.
Please advice on if any solution for the above setup is possible.
We have something similar in order to control salesperson's giving discounts... what we did was set their Form Settings to have Unit Price, Discount % & Price After Disc displayed, made Unit Price inactive so they could not override the price list amount, and remove authorization to update their Form Settings. This way if they want to provide a discount, they have to update either the Discount % or Line Total field, removing the need to comparing to price list (manually or thru a report).
The approvers have their F/S set the same so they are able to review the discounts.
Hope that helps,
To elaborate further:
Is it possible using queries to check if the prices entered in the sales quotation is lower than the price for that item in the price list, if yes then it should not go for approval if no then it should go for approval to the sales manager.
Checking should be done for line item prices against each line item in the price list.
Hope the above makes y question clear.
Awaiting for an early response.
As you defined the approval procedure it will go for the manual approval one by one. But the approver can refer the approval status report at the end of the day where he can get the no. of unapproved documents and which he can approve at a time.....
Or are you working with Document Generation Wizard?