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Have historical quotes available during quatation process

Former Member
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Hi SD Gurus

can anybody please provide slotion for my problem.

Have historical quotes available during quatation process if this is come under crm please provide in where will we do

please help of on this

very urgent

Accepted Solutions (0)

Answers (1)

Answers (1)

Former Member
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Hi,

Check in VOV8 (Sales order type control) for your quotation type,if you have used the field Quotation messages(On/Off swithces for quotation processing.)

Here you can choose the option as per your requirement.

On/off switch for messages about quotations

Procedure

Set an indicator here if you want to receive a message informing you that open quotations exist when you create a sales document. Depending on the indicator you select, the system searches for open quotations in the sales document either at the header level for the customer or at item level for the material.

Use

The following indicators must be set:

No indicator: do not check

A: check at header level

B: check at item level

C: check at header level and copy if unique

😧 check at item level and copy if unique

E: check at header level and branch directly to selection list

F: check at item level and branch directly to selection list

Indicators C and D

If there is exactly one reference document at item or header level, this is copied directly into the sales document you are about to create. The dialog box in the sales document that refers to an existing reference document is not displayed. The system issues a message in the status bar informing you that there is exactly one reference document for the sales document.

Indicators E and F

If there are several reference documents at item or header level, the system does not call up a dialog box but instead branches directly into a selection list containing the reference documents, where you can choose the required document. If there is only one reference document, it is copied directly as above.

Reward points if useful

Regards,

Amrish Purohit