How to Make Order Reason Mandatory for Specific Document Types in SAP

Understanding the Need for Mandatory Order Reason in SAP

In many business scenarios, it’s crucial to ensure that users provide a valid Order Reason when creating certain types of sales documents in SAP. Whether it's for tracking, compliance, or analytical purposes, making the Order Reason field mandatory helps maintain data integrity. But how do you enforce this requirement only for specific document types?

Can You Make the Order Reason Field Mandatory for Certain Document Types?

Short Answer: Yes, with a bit of configuration using SAP’s incompletion procedures and screen variants, you can make the Order Reason field mandatory for selected sales document types.

Method 1: Using Incompletion Procedures

SAP provides a flexible framework through incompletion procedures to ensure that important fields like Order Reason are filled before a document can be saved or processed further.

Steps to Configure Incompletion Procedure:

1. Go to Transaction Code: VOFM
2. Navigate to: Incompletion Log → Procedures
3. Check Procedure 14 under group A - Sales Header.

This specific procedure includes a check for the Order Reason field.
It is commonly used in returns but can be repurposed.

4. Assign the Incompletion Procedure to your required document type via:

SPRO → Sales and Distribution → Sales → Sales Documents → Sales Document Header → Define Incompletion Procedure

Tip:

You can also create your own custom incompletion procedure if the existing ones don't fully meet your requirements. Then assign it to the document types where Order Reason must be mandatory.

Method 2: Leveraging Screen Variants (T-Code: SHD0)

Another way to control field behavior is through Screen Variants.

How to Use Screen Variants:

1. Access: SHD0 (Transaction for screen variants)
2. Create a Variant for the desired sales document screen.
3. Set the Order Reason field to mandatory in the variant settings.
4. Assign the Variant to the specific Sales Document Type.

Navigation Path:

SPRO → SAP Reference IMG → Basis Components → Presentation → Screen Variants Screen variants offer more control over UI behavior and are especially useful when incompletion procedures aren’t sufficient for your case.

Method 3: Creating a Custom Business Object (ZBUS2032)

For advanced customization, consider copying the standard business object BUS2032 to a custom object like ZBUS2032.

Steps:

1. Go to SWO1 and copy BUS2032 to ZBUS2032.
2. Modify the custom object according to your business rules.
3. Implement logic to enforce the mandatory status of the Order Reason field.
4. Assign the custom object where necessary in your workflow or development logic. This method is particularly useful in custom development environments or when working with custom workflows.

Key Takeaways

Method	Description	Best Used For
Incompletion Procedure	Adds field checks during document processing	Standard SAP use, quick implementation
Screen Variant (SHD0)	Controls UI behavior by making fields mandatory	UI-level enforcement, specific user roles
Custom Object (ZBUS2032)	Enables advanced customization through development	Complex workflows and custom logic

Frequently Asked Questions

1. Can I make Order Reason mandatory only for Returns and not Standard Orders?

Yes, by assigning a specific incompletion procedure like 14 to Returns and not to Standard Orders.

2. Where can I find the configuration for Incompletion Procedures?

Use T-Code VOFM, or navigate through SPRO → Sales and Distribution → Sales Documents → Define Incompletion Procedures.

3. What if I want a different set of required fields?

Create your own custom incompletion procedure and assign it to the relevant document types.

4. Are screen variants role-specific?

Yes, screen variants can be assigned per transaction code and user role, giving granular control.

5. What is ZBUS2032 used for?

ZBUS2032 is a custom business object created by copying BUS2032. It’s used for implementing customized business logic in workflows.

6. Is there any risk in modifying screen variants?

No major risks, but ensure thorough testing before going live, especially in production environments.

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