Symptom
You have created a Sales Order linked to a Project and want to update the Cost Estimate of an item.
However the Cost Estimate field is greyed out.
Environment
SAP Business ByDesign
Reproducing the Issue
- Go to the Sales Order work center.
- Go to the Sales Orders view.
- Search Sales Order ID ABC (ABC represents the Sales Order ID).
- Click Edit.
- Click View All.
- Navigate to the Pricing and Invoicing tab.
- Navigate to the Pricing subtab.
- Click Expand All.
Notice under Line Product ID XX.YYYYY that Cost of Estimate is greyed out cannot be updated (XX.YYYYY represents the Product ID code).
Cause
The Cost Estimate of a project-based Service in the Sales Order can be only changed if the Invoice Status of the Item is Not Started.
Since the Project Invoice Request DEF was created and invoiced via Customer Invoice XYZ, it is not possible to change the Cost Estimate. (DEF represents the Invoice Request ID, XYZ represents the Customer Invoice ID).
It is not permissible to a edit Cost Estimate in this case because the Cost Estimate is also passed on from the Sales Order to the Project Invoice Request and then the Invoice.
This would result in data inconsistencies.
Resolution
To resolve the issue, you will need to first cancel the Customer Invoice and thereafter cancel the Project Invoice Request.
This would enable the Cost Estimate field in the Sales Order to become editable.
Keywords
Cost Estimate, Sales Order, Project, Project Invoice Request, Customer Invoice, Service, greyed out. , KBA , SRD-PRO-PMN , Project Management , Problem