Block quotation

[alvin_aquino]

Dear Gurus,

Is there a way to automatically set a block on a quotation once it is saved?

The business requirement is as follows.

- Quote created in VA21

- Quote needs to be blocked so that it is NOT copied to a sales order

- Quote is approved by manager

- Quote is unblocked and can now be referenced to a sales order

Many thanks in advance.

-Alvin

[Former Member · Accepted solution]

HI

You can use the status profiles in BS02.

In status profile define for quotation and assign it to your quotation

Here maintain two statuses as BLOCK and REL and assign the object type as sales order header or item as per your requirement.

For Block select sales order creation as FORBIDDEN and for RELE as Allowed.

If you can explore more on status profile your requirement can be achieved

regards

Prashanth

[Former Member]

Alternatively you can use Reason for Rejection - which, unless removed, can not be referenced in sales order.

Thanks

[Former Member]

Hello Alvin,

I am not aware of an available standard way of setting the block unlike in billing or delivery/billing block in an order. Most probably you can:

1. Create a custom field in the quotation header thru ABAP programming, and set a default block

2. You can check this field in your copy control thru your custom field by mofying a data transfer routine

As this field should be editable, the manager can approve by removing the block before it flows to an order. Then your copy control will allow you to proceed to referencing the quotation as the block is removed.

What do you think?

Hope this helps,

Eva