Sales order referred to Quote - Need Suggestions

[Former Member]

Hi All,

We have a scenario where is order is created with reference to a quotation. Now there is more than one quotation created for a customer therefore when users have to create a sales order they have run a report a find a quote therefor they have this report open all day to create sales order for different customers.

My question is: Is there any way through configuration or enhancements we can help users to find a customer specific quote through an easier way.

Thanks for inputs in advance.

[Former Member · Accepted solution]

Hi!

The only solution that comes in my mind is of creating few extra screens in Va01. The process would be as follows:

1) User enters the SO type and Sales area.

2) Dependent on the sales order type, the user will see a screen where he could enter the customer number and the material and press a search button.

3) Now in the search button you can create a report on the lines of Va05, which will execute the query and bring out all the quotes relevant for the customer and the material and other parameters.

4) Once the right quote is select, you can carry on va01 but will have to do a "create with reference to".

Hope this helps,

Abhishek

[Former Member]

Hi,

Instead of keeping the report open all day long , the user can search for the quotation from the F4 help present in the "Create with reference" box wherein he can search either by PO number or by customer.