SAP Knowledge Base Article - Public

2857428 - The Sales Quote is Not Getting Completed Automatically

Symptom

You have created a follow-up sales order from the sales quote ABC, but the quote is not changed to Completed status automatically.

(ABC represents the ID of the sales quote)

Environment

SAP Business ByDesign

Reproducing the Issue

  1. Go to the work center New Business.
  2. Go to the view Sales Quotes.
  3. Edit the sales quote ABC, in the Document Flow tab, you can see there is a sales order created out of the quote.

But the status of this sales quote is still In Process instead of Completed.

Cause

The quote is partially referenced to a sales order not fully. Hence it is still In Process.

There are 2 lines in the quote while only one line is referenced in the follow-up sales order. You might deleted this line from the order and hence, the quote is partially referenced.

To explain this in an Example:

  1. You created Sales Quote ABC with Line Item XX and a Quantity of 10 ea (XX represents the Line Item number). 
  2. You create a follow-up Sales Order with Line Item XX. 
  3. In the Sales Order the Quantity of 10 ea from the Sales Quote is suggested for Line Item XX.
  4. You change the Quantity to 3 ea and save the Sales Order. 
  5. Open the Sales Quote ABC and navigate to the Items tab.
  6. Select Line Item XX. 
  7. In the Quantity field you can see that the value is 10 ea. 
  8. In the Ordered Quantity field you can see that the value is 3 ea (if you do not see this field you can add it via Personalization or Adaptation).
  9. This field is update from the Quantity maintained in the follow-up Sales Order. 
  10. The Sale Quote Item is completed if the Ordered Quantity has the same or a greater value than the Quantity. 

Resolution

The quote is completed if it is fully rejected, or fully referenced to sales orders. The quantity offered is equal or less than the ordered quantity.

You are create a new sales order and reference to the remaining quote line(s) or manually change the status to Completed status.

See Also

Online help document:Sales Quotes Quick Guide

Keywords

Sales Quote; Completed; Life Cycle status , KBA , SRD-CRM-QUO , Quotations , How To

Product

SAP Business ByDesign all versions