SAP SD Sales Order approval process

[ravi_kumar100]

Hi Gurus,

Could anyone explain how to map the following scenario in SAP SD sales Order Management?

Ques-1:

Sales order will be reviewed by supervisor. If the supervisor approves, then the sales order will be available for the Sales manager for review. If the supervisor disapproves, then the sales order will be stopped from getting processed.

Ques-2:

Sales order will be reviewed by sales manager. If the sales manager approves, then the sales order will be available for the Sales director for review, if the order is above a pre-set value limit. If the sales manager disapproves, then the sales order will be stopped from getting processed.

Ques-3:

Pending sales orders will be automatically promoted to the next level.

Have a Nice Day.

Regards,

Ravikumar.S

[Former Member · Accepted solution]

Hi Ravi

1. Create the profiles.

2. Take care that you make the heirarchy in a way the client wants that is first profile- Superwisor, and Second profile- Manager and so on.

3. In the profiles normally, if the second profile is approved, then the first one cant be reverted back. That is as per point no2 if the manager approves, then supervisor cant disapproves. This ensures that clients hierarchy requirement is met.

4. Assign the profiles to the sales document. The same can be accessed for approval in the header data of document.

5. Set the status requirements in the profile, so that the subsequent document can be created only if the approved status is attained.

6. Handle the credit related activities through the credit management.

Hope this helps.

Best Regards

Raghu

[Former Member]

Hi,

configure like below

give the blcok in status profile. 1st level.

img, sd, sales, define and assign status profile.

2nd level

through credit management block every sales order for review. so that we can stop and proceed at two level.

regards,

sk

[former_member217082]

Hi Ravikumar

For all your questions ,

Configure credit management and in FD32 maintain credit limit for the customer. and in OVA8 , maintain Error indicator . So if the error exits then the sales order will be sent to the supervisor to get the approval.and then do delivery. After approving by the supervisor then it the sales order will be forwarded to

Sales manager. to finalize again

So while doing configuration in credit mgmt , dont maintain credit limit for the supervisor and maintain credit limit to Sales manager. But make sure that the 1st level is supervisor and the 2nd level is sales manger. So that once the Error comes in the sales order then it will be forrwarded to Supervisor and then supervisor will forward to Sales manager

Regards

Srinath

[ravi_kumar100]

Hi Srinath,

Thanks for your kind reply.

In the above scenario should I map the Credit Management for Customers or the Sales Employee for Approval.

Regards,

Ravi

[former_member217082]

Hi Ravi

For the above Scenario as you said , it is better to map in credit management only .As once the sales order throws an error , it has to take approval . For that you need to assign Credit manager as Sales manager and , Credit representative as Supervisor .

So in partner determination procedure assign KM , KR partner functions to your account group. and create a

2 sales employee's and maintain them as credit manager and credit representative

Regards

Srinath

[ravi_kumar100]

Hi Srinath,

Thanks for your kind reply.

Let me check out what other consultants out there are proposing an alternate solution for this scenario.

Have a Nice Day.

Regards,

RaviKumar.S