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

Go to the work center New Business.
Go to the view Sales Quotes.
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.

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.

Keywords

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

Product

SAP Business ByDesign all versions