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How can I prevent copying some of the line items from Quote to Order?

I need to prevent copying some of the line items from Quote to Order based on the custom field value. I'm aware that this can be done by copy controls, but in that case we will need to create CControls for all possible combinations of Quote and Order Types. Is there any opportunity to do this for all Quotes and Orders?

any suggestion welcomed

Edited by: Hanna Soshnikova on Jun 25, 2010 7:10 PM

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3 Answers

  • Jun 27, 2010 at 12:14 PM

    Hi Hanna,

    I suppose you speak of copying when you create an order from a quotation as a follow up and take over the items from the quotation to the order.

    Not having investigated all the possibilities I suspect that one of the simplest options is to alter the items, which are displayed in the PopUp that is presented to the user. At least this is the most obvious spot for me.

    Another possibility could be an event that is "thrown" in the order event customizing. Have a look at TX CRMV_EVENT and maybe it is BUS2000115 with CREATE_WITH_REFERENCE!? The registered function modules could be another place to insert your logic.

    cheers Carsten.

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    • Former Member

      Hi Carsten,

      Can you please let me know..if this restriction of items is possible if we supress the pop up that allows to choose the items.

      If I supress the item pop  up , the CRMV_EVENTS are also not getting Triggered.

      For the copy of items form Quote to agreement, am using the BUS type BUS2000107,create_after_reference.

      Copy_badi's orderadm_i method is also not getting triggered and in other methods,the new agreement item guid's does not appear.

      EH_on transfer also does not get triggered.

      Please let me know if we can restrict the items ,if we supress the pop up of items.Please let me know how to proceed.

      Thank you in advance,

      Regards,

      Jojy

  • Jun 28, 2010 at 08:09 AM

    One simple approach would be to assign items that you don't want to copy from quotation to order on the quotation side some other item category (e.g. ZNOC). and then in the customazing for items just say that items of item category ZNOC are not copied to order.

    Regards.

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    • Former Member

      Hi Robert,

      I have gone through many threads.Most of them Discusssing about how to copy items from one transaction to another.But I want to how to prevent no items copied  from one Transaction to another.

      Do we have customizing option.Can you explain your point  in detail.

      regards

      Logu

  • Jun 28, 2010 at 08:38 AM

    Hi,

    you could redefine methods of the component BTFOLLOWUP. There you can alter the behaivor of the popup, where you choose items for the follow up document. Look at EH_ONTRANSFER in the FollowUp01EL View.

    Bye

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    • Former Member

      Hi Richard,

      Can you please let me know..if this restriction of items is possible if we supress the pop up that allows to choose the items.

      If I supress the item pop  up , the CRMV_EVENTS are also not getting Triggered.

      For the copy of items form Quote to agreement, am using the BUS type BUS2000107,create_after_reference.

      Copy_badi's orderadm_i method is also not getting triggered and in other methods,the new agreement item guid's does not appear.

      EH_on transfer also does not get triggered.

      Please let me know if we can restrict the items ,if we supress the pop up of items.Please let me know how to proceed.

      Thank you in advance,

      Regards,

      Jojy