SAP Knowledge Base Article - Public

1822698 - Your Sales Quote is not Getting Completed Automatically

Symptom

Your Sales Quote is not getting Completed automatically.

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 the ID of the sales quote).
  4. Select the sales quote and choose the Edit button.
  5. Go to the Document Flow tab -> All the follow-up documents like Sales Order, Customer Invoice, Outbound Delivery, Payment & Clearing are Completed/Released.
  6. However the status of the Sales Quote is still In Process.

Cause

The completion of quote will not happen automatically, you need to set it Complete manually if no follow-up action is required.

This process is designed like this as there might be scenarios where from the same Sales Quote, the sales representative might want to create another Sales Order (maybe at a later point of time). Instead of creating another quote for the same customer, he/she can place an order based on the same Sales Quote for a later period .

Resolution

This is the expected behavior of the SAP Business ByDesign.

Follow the steps below to Complete the Sales Quote manually:

  1. Go to the New Business work center.
  2. Go to the Sales Quotes view.
  3. Show All Quotes and Find XYZ (XYZ represents the ID of the sales quote).
  4. Select the sales quote XYZ.
  5. Select the Change Status button -> Set it Complete.

Keywords

KBA , AP-LP , Lead Processing , How To

Product

SAP BUSINESS BYDESIGN 1611 ; SAP BUSINESS BYDESIGN 1705 ; SAP BUSINESS BYDESIGN 1708 ; SAP Business ByDesign 1.0 ; SAP Business ByDesign 1302 ; SAP Business ByDesign 1305 ; SAP Business ByDesign 1308 ; SAP Business ByDesign 1311 ; SAP Business ByDesign 1402 ; SAP Business ByDesign 1405 ; SAP Business ByDesign 1408 ; SAP Business ByDesign 1411 ; SAP Business ByDesign 1502 ; SAP Business ByDesign 1505 ; SAP Business ByDesign 1508 ; SAP Business ByDesign 1511 ; SAP Business ByDesign 1602 ; SAP Business ByDesign 1605 ; SAP Business ByDesign 1608 ; SAP Business ByDesign 1702 ; SAP Business ByDesign 1711 ; SAP Business ByDesign feature pack 2.0 ; SAP Business ByDesign feature pack 2.5 ; SAP Business ByDesign feature pack 2.6 ; SAP Business ByDesign feature pack 3.0 ; SAP Business ByDesign feature pack 3.5 ; SAP Business ByDesign feature pack 4.0