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set a sales quote as "won"

Nov 22, 2016 at 12:09 PM | 113 Views | Last edit Sep 12, 2017 at 06:34 PM 2 rev.

Hello together,

I have a question about the sales quotes. You can set a sales quote as "won" after sending.

If you make changes in the sales quote after the sending, the sales quote have to send to the customer again to set the sales quote as "won".

I want to set a sales quote as won even if I made changes after the sending. Are there any possibilities oder settings to do this?

Thanks and regards Kathrin

SAP Cloud for Customer
c4c core | sales quotes
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    Ricardo Noronha
    Oct 31, 2017 at 07:55 PM

    Hello Kathrin,

    I hope you are doing fine.

    If you are using the standard document type, you will need to submit the sales quote again back to your customer after making any change.

    You can also skip this step if case this is required, however, you will need to create your own custom type in the following steps:

    1. Go to the Business Configuration work center.

    2. Open the Implementation Project.

    3. Open the Activity List.

    4. Find and open the activity Sales Quotes.

    5. Click Maintain Document Types.

    6. Tick the box for Direct Customer Acceptance for the document Sales Quotes.

    When you use this document type to create Sales Quotes, you will not need to submit them.

    Thanks

    Best regards,

    Ricardo Noronha
    Support Consultant, SAP Product Support

    SAP Labs Latin America

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