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Auto Copy Document Date when using "copy to" from Sales Quotation to Sales Order

Former Member
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Hello Everyone!

I would love some help on this if you can.

Goal:

We would like for the "Document Date" field from the Sales Quotation, when using the copy to button, to copy the document date from the sales quote to the sales order. Right now it defaults to today's date. Is it possible for this to be changed universally?

Thank you in adavance!

Accepted Solutions (0)

Answers (6)

Answers (6)

former_member197621
Active Contributor
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Hi ,

In Sales order purpose of the document is to enter the Order confirmation date by customer

For example first we will send quotation and negotiation will done finally we will get order confirmation

by mail or fax or phone etc ...normally we will use this date as document date. So entering document date of quotation will not be correct.

former_member186095
Active Contributor
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Hi,

It is not possible except you use fms or add-on.

JimM

former_member209066
Active Contributor
0 Kudos

Hi,

Its Not Possible.

You use FMS.

Thanks,

Nithi

Former Member
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But isn't that why a Sales Quote is an intermediary document, and same with the sales order, as its the invoice that makes journal entries. It seems that it should be editable (even through automatic configuration). But maybe Johan has it right, maybe we should be using the Document Due date.

So would this be editable via SDK?

Thank you for the responses.

Johan_H
Active Contributor
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Hi J.J.

If you decide to use the Document Due Date (OQUT.DocDueDate and ORDR.DocDueDate) then you do not need to do anything. The system will automatically copy this date value from the quotation to the order.

If you must use the Document Date (OQUT.DocDate and ORDR.DocDate), you can do so with the SDK's DI API, using the document object's DocDate property, though I would recommend against it.

Regards,

Johan

kothandaraman_nagarajan
Active Contributor
0 Kudos

Hi,

Not possible to copy document date from quote to order. SAP always take system date. Further this date is used for tax purpose. If you change, it may affect your tax calculation.

Thanks & Regards,

Nagarajan

Johan_H
Active Contributor
0 Kudos

Hi J.J.,

This is not currently possible, and I suspect that SAP will not develop this anytime in the near future.

Per system definition the Document date only tells you when a document should be considered financially. As you are talking about Sales Quotations and Orders, there are no financial transactions involved, and it should therefore not matter.

Normally speaking, in Sales Quotations and Orders you would use the Document Due Date, which does copy from the quote to the order.

Regards,

Johan