1783736 - Sales Quote has not Triggered the Approval Procedure

SAP Knowledge Base Article - Public

1783736 - Sales Quote has not Triggered the Approval Procedure

Symptom

You have set the threshold for Sales Quote  as Max Net Value w/o Freight XXX (XXX represents Value of the threshold) in the Business Configuration work center.

Once you create a Sales Quote XYZ(XYZ represents ID of the Sales Quote), Values of the Sales Quote already exceeds XXX,it means this Sales Quote XYZ should trigger Approval procedure,but it does not.

Reproducing the Issue

  1. Go to the New Business work center.
  2. Go to the Sales Quotes view.
  3. Show All Quotes and Find XYZ (XYZ represents name of the sales quote).
  4. Select the Go button and Edit the sales quote XYZ.
  5. You can see the Approval Status:Approval not Necessary though the values of Sales Quote XYZ exceeds XXX setting at the Business Configuration work center.

Cause

You have set the Max Net Value w/o Freight XXX in the Business Configuration work center, it means the Threshold Value is only effective for the sales quote with Net Value as it's strategy.
For the sales quote XYZ, strategy is Gross. Therefore,the sales quote XYZ with gross values as strategy will not go through the approval procedure as expected.

Note: You could choose Personalize ->This Screen -> Select the View All button -> select General tab then add the Price In field -> Save and come out of the Personalization mode -> strategy of Sales Quote will appear on user interface as:Net or Gross.

Resolution

You can choose Net as strategy on the sales quote XYZ then the Threshold  Values will be effective for it:

  1. Go to the New Business work center.
  2. Go to the Sales Quotes view.
  3. Show All Quotes and Find XYZ (XYZ represents name of the sales quote).
  4. Select the Go button and Edit the sales quote XYZ.
  5. Go to the General tab.
  6. Make the Price In field visible via Personalization.
  7. Choose the Net for the Price In field.
  8. Save the sales quote XYZ.

Keywords

KBA , AP-ODP-ODR , Outbound Delivery Request , How To

Product

SAP BUSINESS BYDESIGN 1708 ; SAP Business ByDesign 1302 ; SAP Business ByDesign 1305 ; SAP Business ByDesign 1308 ; SAP Business ByDesign 1711 ; SAP Business ByDesign feature pack 4.0