Quotation Release Strategy

[stilianos_mavromatidis2]

Hi,

We have the following business requirement and we want your help.

We have configured quotation release strategy so when a quotation is created to be in blocked state (User status field in status tab of header data of the quotation) and the sales order cannot be created. When a user with the appropriate authorizations release the quotation then the sales order can be created.

This works fine so far.

What we cannot do (and we want your help for that) is if the quotation is released and any change is made in it (for example a change in quantity, net value or payment terms etc) the status must go in block status again and require an authorized user to release it again for further processing.

Thanks in advanced.

[Former Member · Accepted solution]

Hi,

To work status profile based on creation field changes you have to take help of user exit because system can't perform the activity automatically.

You can use FM :Status_change_Extern to update the status.

Regards

Biswabhusan

[stilianos_mavromatidis2 · Accepted solution]

Hi,

We want this functionality (change status from released to blocked) for any change in quotation, not for a specific field.

[Former Member · Accepted solution]

Hi,

Correct but the block status has to be set based on certain field changes right like quantity, value or payment term. In that case please use user exit(Userexit_save_document_prepare) and put logic for transaction VA02 and fields will be as per your requirement.

Then you can use FM: status_change _extern to update the status from released to block if your condition satisfies.

Hope I am clear.

Regards

Biswabhusan

[stilianos_mavromatidis2 · Accepted solution]

You are clear.

The problem is that we don't know which field is going to be changed in quotation!

The user can change any field in quotation.

[Former Member · Accepted solution]

Then take a confirmation from business which all filed changes should impact, then based on that you can add your logic.

Regards

Biswabhusan