Today I wanted to talk about a new trick that I found in terms of service quotations. If you are familiar with service management, I’m sure you realize how difficult it can be to do service quotations for in-house repairs. Typically, this is accomplished using a service order user status to quote required, quote created, quote accepted, etc… but in some instances, it’s been important to also flag this at the sales order level. So that lead me to finding this piece of configuration.
If you’re in SPRO, here’s where you find the option.
You will need to do all 3 steps, or at a minimum, you should at least review them. Let’s start with the define status profile step.
Now, I created a new one specifically for the SD header, so let’s look at the ZSD00001 profile
I kept it simple, because all I need to know is if it’s accepted or rejected. Be sure to assign the correct object types in order to make sure it works 🙂
I set it up to work in the header or item, but you can be as selective as you like.
Now that the profile is set up the way we want, it’s time to move to step 2: Assign Order Types to status profile
Simply find your sales document type
Enter in the status profile.
Or, if you want to have the status at the item category level, select the 3rd option.
Find your item category.
Assign the status profile.
That’s all there is to it. Remember, to set the status manually, you must go into the sales document, and go to the status tab (header or item depending on your settings), and press the little pencil at the bottom of the tab. From there, you can select the appropriate status.
There is also a link to some SAP Easy Buttons =)
Thanks for reading,
CTO – JaveLLin Solutions, LLC