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Former Member

how to change sold to party

Dear Gurus,

We need to create a lot of Quotations each day and only few of them get converted to sales order. So if we create Customers Masters for the creation of Quotations, we will end up with a lot of useless customer masters. So we want to create a Quotation with a One Time Customer account and then only if the customer confirms the deal we want to create the sales order with the newly created customer code.

But in the over view screen of the sales order (which is created with reference to the Quotation), system is not allowing the change of SP.

In VTAA for these documents we have assigned 002 'Header Diff Customer' in Copying Requirements. Still . . . .

What can I do to acheive this requirement, with out this, we will end up with unnecessary CMRs. Plz help us out here gurus.

Thanks and regards.

Venkat - Hyd

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5 Answers

  • Best Answer
    Jun 25, 2010 at 02:57 AM
    system is not allowing the change of SP

    .

    Go to VOPA and check for the following:-

    a) Place your mouse on "Customer Master"

    b) Click "Partner procedures"

    c) Double click "Sold To Party"

    d) Remove the tick under the tab "Not changeable" against SP if tick is there

    thanks

    G. Lakshmipathi

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  • Jun 25, 2010 at 04:02 AM

    Hello Venkat,

    in your copying control (VTAA) for your QT to OR, don't maintain DataT 001 Partner header.

    Hope it can assist you.

    Thanks & Regards

    JP

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    Former Member
    Jun 29, 2010 at 05:13 AM

    Create a quotation with default customer (Ex:1)and save the quatation. System show the incompletion for actual SP. Save the document with incomplte document.

    System not allow to create the Order for incomplete document.

    When ever quotation conerts into sales order goto quotation and maitain actual SP and save.Then create a order w.r.to Quotation.

    I think because of this you need not to maintain more CMR's in the system.One default customer is enough.

    I hope this one solve your problem......

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    • Former Member

      Sorry all, I just noticed my error in asking a question. I should have clarified that we need to create an Inquiry - Quotation - Sales Order.

      Dear Amitesh,

      Like I said in my question, in VTAA's copy requirements putting 002 is not working. Anything else?

      Dear Anjaneyulu,

      The requirement is to create an Inquiry - Quotation - Sales Order. Since our client receives around 30 to 40 enquiries per day, they need to capture them and prepare those many Quotations and sent out.

      They need to do all this in the system so the management can track the number of Inquiries received, the number of Quotations sent and the number of Order secured.

      For this they dont want to create Customer Master Records since all the Quotations will not get them orders, hence the need to create Inquiry and Quotation with a One Time Customer, where all the Enquirers' details are captured and then for only those Orders which are received, they want to create a Customer Master Record and with that number create a Sales Order. They need to have a Document Flow from Inquiry to Quotation to Sales Order for all the orders received, so we need to change customer number in the sales order. Cannot change in Quotation as there is an Inquiry as a preceeding document and system is not allowing to change the SP.

      Any ideas??

      Regards

      Venkat - Hyd

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    Former Member
    Jun 24, 2010 at 06:36 PM

    Hello Venkat

    How about the Partner Determination procedure assigned to the Quotation/order? How is it set up for the SP partner with respect to the field 'Not Modifiable"?

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    Former Member
    Sep 06, 2010 at 08:56 AM

    Closing since no more replies, if anyone has an answer to this plz plz send me the solution.

    Regards

    Venkat - Hyd

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    • Former Member Former Member

      Hello,

      I am hoping to get some help as well. I made the following configuration change so we could copy multiple quotation documents with different sold to accounts. However, the document flow of the original document only shows the documents from the original sold to account. THe business woudl like the all documents should be shown on the document flow, not just the original document.

      Many thanks for check this post.

      Thanks,

      Siobhan