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How to control what document type can be originated from a specific Quotation?

Hi experts,

A customer has requested that when a Sales Quotation is created, they can control if this Sales Quotation generates a Sales Order or a Contract or other document types (only one doc. type at a time).


Is there a way to control this functionally?

Example: I made a Sales Quotation and I need it to specifically generate a Sales Order. A colleague picked up my quotation by mistake and has created a Contract with it without my permission. I want to be able to control this quotation to only originate a Sales Order

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3 Answers

  • May 04 at 03:46 PM

    Joao,

    please check this wiki page: https://wiki.scn.sap.com/wiki/display/SD/Copy+Controls+within+SD

    This is very simple to do, and you need to use the copy control to do it. In worst case, if your requirement needs a very special rule for copy, check the copy routines (in if you need, create a new one).

    > Transaction VOFM >> Data transfer >>> Orders for copy between orders

    Thanks, FM

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  • May 04 at 03:09 PM

    Hello.

    Have you tried with copy control between sales document ?

    Cordially.

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  • May 04 at 05:15 PM
     I made a Sales Quotation and I need it to specifically generate a Sales Order.

    Does it mean that you are an End User? If so, please discuss this issue with SD Consultant.

    A colleague picked up my quotation by mistake and has created a Contract with it without my permission. I want to be able to control this quotation to only originate a Sales Order

    Even after restricting more than one document creation(each having different document type). If your colleague picks up your quotation for the first time and creates Contract/Order then how would you control this?

    Copy control settings plus "Status profile" to release the document is something you may choose to avoid incorrect document creation.

    Please correct if I am wrong.

    Regards

    Kamlesh

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