How to create a new quotation and sales order transaction documents:

Now I want to create a new quotation and sales order transaction documents for HP Company.

STEPS:

1. First we need to create a new transaction types for both quotation and sales order.

2. Now we need to create new item categories for both quotation and sales order.

3. Now do the item category determination.

4. Test.

USAGE:

Transactions are flexible means to control the business process as per client’s requirement. The creation of new transaction types by naming the client's company gives more flexibility to business process.

PROCEDURE:

1. To create a new transaction types for quotation and sales order,

Nav.path:

Now click on "Define transaction types",

To create a Quotation,

Now select "AG (Quotation ERP)" transaction type and click on "copy as",

Now enter,

Transaction type=ZHQP

Desc=HP Quotation and give enter.

If you find an error in "Define activity category",

Then enter, category value=visit and give enter.

Now finally save it.

To create a "TA (sales order)",

Select transaction type "TA", click on "copy as",

Now enter,

Transaction type=ZHSP

Desc=HP sales order

Now give enter and save it.

2. To create item categories of both quotation and sales order,

Nav.path:

To create an item category for quotation,

Select "AGN (Quotation item)", click on "copy as".

Enter,

Transaction type=ZHQI

Desc=HP quotation item

Now give enter and save it.

Now to create a sales order item category,

Select "TAN(sales item)", click on "copy as".

Now enter,

Transaction type=ZHSI

Desc=HP sales item

Now give enter and save it.

3. To do item category determination,

Nav.path:

Now click on "Define Item category determination" and click on "New entries".

Now enter,

Transaction type=ZHQP

Item category group=NORM (standard item)

Item category=ZHQI

Now save it.

Now go back and again click on "New entries".

Enter,

Transaction type=ZHSP

Item category group=NORM (standard).

Item category=ZHSI.

Now save it.

4. Test

To test quotation in webui,

Nav.path:

Sales cycle->create->Quotation

Now you can find the "HP Quotation" transaction document.

To test sales order in WEBUI,

Nav.path:

Sales cycle->create->sales order

Now you can find the "HP sales order" transaction document.