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Former Member
Feb 14, 2011 at 08:21 PM

Prevent certain CRM Quote line items from replicating to R/3 Order

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Hi gurus

Here's a scenario a client of mine is trying to implement. They use CRM to log quotes and then turn those quotes into R/3 sales orders for fulfiillment.

Here's a fictitious example that illustrates what we're looking to do:

- customer calls up and wants a quote on 5 line items.

- We only have 3 in stock so we quote those 3.

- 2 are out of stock but we want to capture the interest in the part on the quote as a "No Quote" item.

- When releasing the quote to a sales order, it should only carry the 3 in stock items across to R/3 and ignore the 2 "No Quote" items.

This will allow us to capture demand that is currently not being tracked so we can ensure our inventory has stock on hand for items that are commonly being searched for.

In case you're wondering why we still can't quote a price even if out of stock, it's because this business is the classic "buy at $1 and sell for $2" cost plus model and without knowing what costs we have into the part(some need to be purchased and repaired before being sold), we can't price it at the time the customer is calling.

Thinking out loud here, I'm betting a new CRM item category could be created to distinguish between the in stock and no quote items. Either we configure CRM to:

1) ignore these when replicating(if possible)

2) map to corresponding R/3 item category that will be marked as "Not relevant for Delivery".

1 would be the preferred option as it keeps the sales order clean with only those items being fulfilled on it. There's also a custom piece in the middle that leverages the Global Trade Management functionality so anything that involves both R/3 and CRM would be cumbersome.

Is this option #1 possible using standard CRM functionality or will it involve custom development?

Appreciate all feedback!