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How to bring sales order and projects together

Mar 15, 2017 at 02:26 PM

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Former Member

We are a company for security technic and engeering in this field. Furthermore we implemented "SAP-Business by Design" some mouth ago. Therefore we didn't get much experiances in doing daily work with this ERP-solution, yet.

Ok here the description of the issue:

We want to develop a new "product". Right now the product doesn't exist. I know it's natural in R&D processes.

The plan is to create an R&-project in the system to save all cost and working times of all involved employees and departments. So far we got it.

The problem:

The "new poduct" is already ordered by the customer and he is waiting for an sales order confirmation. This confirmation is normally created after making a new sales order. But in this case we can't do this because it seems that it is required to add a product to an sales order. Ok, this sounds logical, but the product doesn't exists.

Is there any possibility to create a sales order from a new project or to create an sales order including an project (propartely some task of the project instead of a product?

And last but not not least, how are the steps to come to this target?

Thank a lot in advance

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2 Answers

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Former Member
Nov 06, 2017 at 03:17 PM
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Dear Marc,

If I understand you correctly, you wish to create a Sales Order using a Project/Project Task as an Item, rather than a Service or Material.

This request is a new requirement as this functionality is not available in the current system. I recommend that you post this new functionality request on our forum https://influence.sap.com/SAPByDesign. Our Product owners review the ideas posted there regularly to decide what to improve in the future releases.

Please don't hesitate to get back to us if you have any questions.

Best regards,

Marine Ogier

SAP Cloud Product Support

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Arun Mavinahally Lakshmikantha
Nov 08, 2017 at 08:42 AM
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Hi Marc,

Can you refer to the below link and see, if it helps your scenario.

Quote to Sales Order and Project Demo

https://www.youtube.com/watch?v=8HAWwMCsXl8

You can also refer to below links.

Intercompany Projects in SAP Business ByDesign https://blogs.sap.com/2013/02/01/intercompany-projects-in-sap-business-bydesign-fp40/

SAP ByD Platinum Engineering “Meet the Expert” Session: “Intercompany Project Time and Expenses”

https://blogs.sap.com/2015/02/25/sap-byd-platinum-engineering-meet-the-expert-session-intercompany-project-time-and-expenses/

Time Recording for Intercompany Projects

https://blogs.sap.com/2013/09/03/time-recording-for-intercompany-projects/

Please mark this thread as answered, if it is helpful.

Best Regards,

Arun

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