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Former Member
Jan 25, 2007 at 05:09 PM

Quotations for prospectiv customers, but no ordering allowed

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Dear BPX

In our company, we would like to create quotations for prospective customers. In case they do order, this prospective customers would need to go through a credit check to become a "real" customer (sold-to-party). For for prospective customers it is not allowed to be a sold to party for which orders can be entered.

For this purpose, I created a new account group with a new partner procedure and new partner function. The idea was not to assign the function SP (sold-to-party) to the new partner procedure nor account group 0001 (sold-to-party).

To create a new customer master was no problem. But creating a quotation is only possible, if the sold-to-party is assigned to the new account group. And then, I can also create orders - exactly what I want to avoid...

Does anyone have a creative idea ?

Thanks in advance for your advise.

Cheerio

Erika