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.