Symptom
When creating Surveys and adding a Question Type 'Quantity' users have to select the UoM (Unit of Measure) beforehand. However, Products are added only afterwards.
The Products added will have a specific UoM which users are not aware beforehand, so having to select the UoM in the Quantity question Survey is not the best approach. It is expected that system gets the UoM from Products master data.
Environment
SAP Cloud for Customer
Reproducing the Issue
- Go to Products > products.
- See Product ID 123 has Unit of Measure as, for example, 'BOX'.
- Now go to Surveys > Surveys.
- Open ID 'Product Usage Form' (any version).
- Go to Design and see Quantity question has UoM selected as, for example, 'each'.
- Click on Simulate (if option is not available activate the Survey or create a new version).
- See the questions added there, including the Quantity 'each'.
- Click on add products.
- Select any product e. g. ID 123 --> it won't make sense as the Product has 'box' UoM and the Survey has 'each' UoM.
- But click on save.
- Now go to Visits > Visits.
- Open any open Visit or create one.
- On, for example "Clinical Assistant" facet add the 'Product Usage Form' Survey there.
- Now go to Visit Execution facet.
- Click on 'Orders' next to Create Follow-up.
- You will see an error related to the UoM used not being consistent.
Cause
The surveys are designed in a generic manner and hence the question type of Quantity will have a generic UoM.
Resolution
It is possible to create a question type of Numeric Value to capture the quantity without any UoM. Or add a question type "Business fields" and bring UoM as a business field which will come from Products master data.
Keywords
KBA , LOD-LE-SUR , Survey , LOD-LE-CQP-CO , Lean Sales Orders , LOD-CRM-OPP , Opportunity Management , LOD-LE-CQP , Customer Quote Processing , LOD-CRM-ACT , Activities , LOD-CRM-ACT-VST , Visit Planning , Problem