Quotes that are won or lost put the quote status to completed. Go to the Business Configuration -> search and open the Sales Quotes/ Sales Orders activity -> select Maintain Document Types -> in the column Pricing Date, change the settigns as needed for your Z-document types - for example: '(Current) Date included in Copy'. Note: The Pricing Date for standard document types always gets copied if a quote is created as copy or follow-up.įor Z-document types (custom created) you can maintain BC settings to have the current date in your copy. Pricing Date can also be copied from Requested Date based on fine-tuning activity “Document Types” for sales quotes. The Date field also derives the Pricing Date. The date is part of the output, and the date is considered for sales quote volume reporting. How can date fields be configured in quotes?įine-tuning activity “Date Profiles” provides configuration for Requested Date and Validity.įield Date refers to the creation date of the quote. Versions are NOT supported if a sales quote is replicated to or from an external system.
Changes done in the same quote can be tracked partly in the changes facet or in the quote history shown in the output facet. You can also copy a quote via the header action Copy this does not keep the reference though. This allows you to copy one “version” to another to keep the existing version and track the referenced quote. You can create follow-up sales quotes from a sales quote in facet Sales Documents. Note: Documents attached via the Library cannot be selected in the output settings (this is a valid requirement for a future release). In the Output facet you will find the history of submitted sales quotes including the attachments.
With the submit action the output will be triggered. If the attachments should be part of the output, you need to select the relevant attachments in the output settings. You can attached documents on product (item) and on header level.
#Sap transtype sales quotation how to#
How to attach documents to a sales quote output? After final approval the output will be triggered automatically based on the defined output settings. Note: If quote approval is required the submit action will first trigger the approval notification. A quote which has been submitted to a customer will show up with progress status Pending. The e-mail address of the primary contact person is defaulted. In the output settings you can define if a sales quote should be send via e-mail. With action Submit the output of the sales quote will be triggered, depending on the maintained output settings.
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