2730098 - Migrated Sales Orders Have Open Status

You migrated the Sales Orders using the migration tool. After a successful migration, the migrated Sales Orders have status Open.

SAP Business ByDesign.

Migrate Sales Orders using the below steps:

1. Go to the Business Configuration work center.
2. Select the Implementation Projects view or Overview.
3. Search and Open the activity Migration of Open Sales Orders.
4. Choose Migrate open sales orders using the migration tool.
5. Execute Migration for the respective Migration File with migration mode Add new records.
6. Migration is successful.

Search for the migrated Sales Order as below:

1. Go to the Sales Orders work center.
2. Select the Sales Orders view.
3. Find the Sales Order.
4. Status of the Sales Order is Open.

Approval for Sales Orders is not in scope in Business Configuration work center.

You may scope the Approval for Sales Orders using the below steps:

1. Go to the Business Configuration work center.
2. Select the Implementation Projects view.
3. Select the Edit Project Scope button of the respective Project.
4. Go to Questions step.
5. Expand Sales.
6. Selling Products and Services.
7. Select Sales Orders and scope the question Do you want to use a multi-step approval process for sales orders?
8. Complete the scoping by selecting Finish.

If you enable the Approval process for Sales Orders for the time that it is active, it will be active for all Sales Orders (not only the once created via the Migration).

When you migrate a Sales Order, the system tries to release the Sales Orders in the same action. When you create an Approval process for Sales Orders with either no condition or a condition that applies to all migrated Sales Orders, the Sales Orders will be created. But since it requires Approval, it cannot be released straight away, which would change the status to Open. Instead, it will create it in status In Preparation as they require the approval which has to be manually done via the Submit for Approval function in the respective Sales Order.

If you maintain a price list in your SAP solution, the migration tool checks for differences between the calculated net value in the SAP solution and the net value from the source system in the migration template. If there is a difference, the solution responds depending on the product type (product or service) as follows:

• Products

The SAP solution calculates the net value and displays the conditions in the Sales Orders work center.

But even if a list price is found, the net value from the source system (the migrated price) is used as actual net value.

Migrated Sales Order items cannot be changed, neither the amount nor the value. To change a migrated item, you need to reject the existing item and create a new one. This is, on the one hand, because migrated items use a net value with a fixed amount (if you changed the amount, the relation of net value and amount would be lost), and on the other hand, because if group conditions (such as freights, which are typically used on header level) are combined with a new item, the calculation would be wrong since the migrated item is fixed.

• Services — not project-related item types
• Service — fixed price
• Service — fixed price with accruals
• Service — time and material

Not project-related service item types are subject to the same logic described for products.

• Services — project-related item types:
• Service — fixed price (project)
• Service — time and material (project)

If there is a price list in your SAP solution, the solution calculates the net value and compares it with the net value from the source system, which is called Customer Expected Price. If there is a difference, a warning appears and the status of the Sales Order is set to In Preparation. Check and confirm the differences. If there is no price list, the system uses the Customer Expected Price for the list price.

In your SAP solution, you can change the item net value as well as the price unit.

Migration of Open Sales Orders

Migration of Open Sales Orders, Open status, Approval for Sales Orders , KBA , SRD-CC-MIG-DMC , Migration: Tool , Problem