Symptom
User released a sales quote and linked it to a muti customer project.
However, in the muti customer project, sales quote assignment tab, user cannot see it.
Environment
SAP Business ByDesign
Reproducing the Issue
- Create a new sales quote
- In Items tab, maintain a product, ensure the item type is not project based
- You get the Cost and Revenue Assignment option, maintain a muti customer project task
- Release the sales quote
- Go to the respective project, Sales Tracking tab, Sales Quote Assignment subtab
User expects to see the sales quote here, but nothing is showing.
Cause
This is the current system behavior. In sales quote,
- if user wants to link it to project type "customer project with or without sales integration ", please use item type "service time and material(project)"or "service fixed price(project)", then user gets option to assign a project task under Project field. Through this way, the sales quote can be reflected on the project, Sales Tracking tab - Sales Quote Assignment subtab.
- if user wants to link it to project type "multi customer project" or "direct cost project", please use item type "service time and material" or "service fixed price" , then user gets option to assign a project task under Cost and Revenue Assignment field. Through this way, the sales quote cannot be reflected on the project, Sales Tracking tab - Sales Quote Assignment subtab.
Resolution
Although the sales quotes cannot be shown in muti customer project side, once user creates follow up sales orders for the sales quotes, the sales order can be correctly shown in the project, Sales Tracking tab - Sales Order Assignment subtab for user's reference.
Keywords
Sales Quote, Muti Customer Project, Sales Tracking, Project, Assignment , KBA , AP-PRO , Project Processing , Problem