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Converting Prospect into a customer in SAP SD

Hi all,

A requirement from the client is they will create a prospect , and the prospect once gets approval will be converted into a customer. in SD .

My Question is : Is the prospect can be created in SAP SD without the intervention of customized table in the standard XD01 creation of Customer? .

Or

Going in customized way is the correct approach. ( By creating customized screen , and storing in the customized table.) they also required an approval matrix where once approved the prospect will be created into a customer.

They will use this prospect for creating inquiry and quotation initially. Once approved by set of an approving authority it will turn into customer by using XD01 transaction .

what will be the correct approach ? Going through a customized approach or in Standard it is possible?

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1 Answer

  • Oct 23, 2017 at 09:50 AM

    First of all, you need to explain more on what do you mean by "Prospect" ? Does it mean Prospective Customer ? Is the business process integrated with CRM ?

    Try to use these search options, too with the text "prospective customer"

    https://cse.google.com/cse/home?cx=013447253335410278659:5di2969x5we

    https://www.google.com/cse/home?cx=013447253335410278659:k8ob9ipscwg

    SAP Search

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