Prevent Unwanted Changes to Sales Documents and Avoid Unhappy Customers

  • by Susana Messias, SAP CRM Consultant, BBKO Consulting
  • May 27, 2009
To make sure that sales quotations remain unchanged after you send them to your customer, you can set up SAP CRM to lock the sales quotation document for changes after the document is released. This ensures that the logistics and billing processes are followed according to the quotation copy sent to the customer.
Key Concept

SAP CRM documents have two kinds of statuses: the system status and the user status. The user configures the user status for each business process in the business transaction. The system internally sets the system status, which can be related to a user status. For example, the system status Released can represent the user status Approved.

Say you have an approval process that takes place before you can release a document to the logistic and billing process on the SAP ERP Central Component (SAP ECC) side. To ensure the process takes place in the proper order, you can block the document replication to SAP ECC. You can also control the changes in a document that has achieved a specific status. For example, you may want to block changes in a document that went through an approval process to ensure that no one modifies it after the last approval.

I will explain how to use status management configuration to control the replication of an SAP CRM sales document to SAP ECC and how to use the Business Add-In (BAdI) CRM_ORDER_FIELDCHECK to control the changes in the document on the SAP CRM side. The example I use is based on an SAP CRM 2005 system integrated with SAP ECC 6.0, but the process is valid for other releases.

Susana Messias

Susana Messias has an administration academic background and has been a CRM business consultant since 2002. She has participated in several CRM projects implementing interaction center solutions with sales, service, and marketing functionalities, and she is certified in these solutions.

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