Quotation Status

[fortian]

Hi Gurus,

I've selected a reason for rejection in an quotation.

On the document flow the quotation appears as "Being Processed", which makes reference to the overall status.

On the report VA25 appears as "Completed", which makes reference to the Reference Status.

What should I do to update the overall status as rejected, closed or complete?

Regards

[Former Member · Accepted solution]

hi,

i have a question here,

how many QT's are totally copied or referenced and how many of them are total billed.

please let me know because basing on this only it updates the document flow and VA25 quotation list.

you can see this in VBUK, VBUP & VBFA.

please check and update.

balajia

[fortian · Accepted solution]

In this case I've 2 quotations from on inquiry, no one is billed.

What I'm suppose to check on VBUK, VBUP & VBFA tables?

Thanks

[Former Member · Accepted solution]

hi,

for billed quotation - VBFA.

for non billed - VBUK & VBUP.

you can check any of this three tables.

some may show preceeding status and some may show subsequent document status

balajia

[fortian · Accepted solution]

Sorry Balajia but I don't get the point on checking those tables.

I've created two quotations for the same inquiry. I've rejected the first quotation and created a contract with reference to the other.

Nevertheless in the Document Flow the first quotation appears as "Being Processed" and the second one as Open, despite the fact that the quotation item completion rule is "A - Item is completed with the first reference".

I'm missing something but I'm clueless, I don't know if some customization should be done or I'm not doing things properly.

Thanks for your help

[Shiva_Ram · Accepted solution]

Check the copy control settings in t.code VTAA.

Select the source and destination documents, and then go to item level details.

Make sure that the update document flow field is checked.

Also check the copying requirement field at both header and item level carries correct routines (for example routine 301 checks the source document is assigned with reason for rejection or not and if assigned it won't copy further).

Regards,

[fortian · Accepted solution]

Hi Shiva,

Between the inquiry and the quotation and the quotation and the contract the "Update document flow" is checked and the copying requirements routine is 301 at item level and 001 at header level.

So it's seems that is correct.

[fortian · Accepted solution]

Hi,

I ticked the "Not relevant for billing" check on the Rejection Reason definition and now the quotation appears as completed on the document flow and on the VA25 report.