Tuesday, October 21, 2008

SD Creating Condition Records Within a SD Sales Deal

You can create condition records for a sales deal in the following ways:

  • At the same time as you enter the master data for the sales deal in the system. (In this case, the system automatically creates the link between the condition records and the specific sales deal.)
  • By creating a new sales deal with reference to an existing sales deal and copying some or all of the condition records over
  • By adding new condition records into an existing sales deal.(In this case, you enter the number of the sales deal manually.)
  • By copying existing condition records into a sales deal you have already created.

For further information about copying condition records, see Copying Condition Records.

Steps:

To create condition records directly from within a sales deal:

  1. Choose Pricing in the overview screen of the sales deal.
  2. The system displays a list of valid condition types for this type of sales deal.

  3. Select the condition type for which you want to create a condition record and enter your data.
  4. If you want to create additional condition records for the sales deal, choose Back to return.
  5. The system returns you to the dialog box that lists the valid condition types you can use.

  6. After you have created the condition records you want, choose Back and save your data.

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