Lock Quotation Changes when Sales Order is already Created

[Former Member]

Hello all,

I would like to know if there is a configuration on locking the quotation when a subsequent order is created?

We would like to restrict changes in the quotation after creating a subsequent order.

Hope to receive responses as soon as possible.

Thanks!!!

[former_member188076 · Accepted solution]

Hi

You try to use the Copy Control in VTAA. Select the check box "Complete Reference" in your copy control setting at HeaderLevel. And at Item Level Copy Control maintain the Pos./neg Qty. as "+"

This will resolve your issue.

Thanks and regards,

Amitesh Anand

[Former Member · Accepted solution]

Hello Colleagues,

Thanks for the information. I have asked our ABAPer to check the user exit and it's there. Also, I tried in the VTAA transaction to do the configurations mentioned, but it still allowed me to change some things n the quotation. It only locked the item but not the pricing conditions, etc.

Any more ideas?

Thanks!

[former_member188076 · Accepted solution]

Hi,

As per the standard setting when you copy a Quotation to Order, system will not allow to change the Material or Sold to Party / Ship to Party. However User may change other details like Quantity / Price / Payment Terms etc.

My querry is that why you do not want to allow the Users to change the Price or some other details. As this is a flexibility which is provide by SAP, and if you do not want this flexibility then why you are creating two diffenet documents (Quotation and Order).

Please highlight your requirement for not allowing the Users to change any data in Order while copying from the Quaotation, amy be this will help us to understand.

Regards,

Amitesh Anand

[Former Member · Accepted solution]

Hello Amitesh

Good question.

Well, you see, in our business, the external agents are the ones who enter the quotations. The sales offices will then create a subsequent order for that quotation. We would like to restrict changing the quotation after the subsequent sales order has been created. This is to ensure that there will be no inconsistencies between the quotation and the sales order.

What we have in mind is similar to a billing document which has the accounting document. Once the acctg document is cleared, the billing document could not be changed anymore. In this regard, when a sales order is created with respect to a quotation, the quotation should be locked for changes.

I hope this clears it up.

Thanks for your time and help!

[former_member188076 · Accepted solution]

Hi

First I would like to apologise that I understand your requirement in different way.

Your requirement is that once a Quotation is referred to create a Sales Order, the same Quotation should not be changed in any way.

For this you have to use the User Exit for VA12 transaction, the logic should be that system should check the Document Flow of the Quotation (Table VBFA) and if there is any subsequent Order against this Quotation, all the fields should be greyed out or in such case instead of VA12, system should run VA13 instead of VA12. Discuss with ABAP Consultant.

Thanks and regards,

Amitesh Anand

[Former Member · Accepted solution]

Hello Amitesh,

Great!:) Would you know the name of that user exit (since it's for an SAP standard program)? Or can this be customized for this sake?

Thank you very much!

[former_member188076 · Accepted solution]

Hi

Try Programme MV45AFZZ (USEREXIT_FIELD_MODIFICATION).

You should discuss with your ABAP Consultant.

Thanks and regards,

Amitesh Anand

[Former Member]

HI,

Use the user exit USEREXIT_FIELD_MODIFICATION in MV45AFZZ program, ask your abaper if sales order is created quatation should not be changed

Thanks

Seshu

[Former Member]

Through user exit only we can control this.