Purpose
You use this business process in order to give your business partner confirmation that you will deliver a specific quantity of products at a specific time, and to a specific price. Within the framework of quotation processing, various sales functions are available to the sales employee, as well as special functions for quotations.
Process Flow
The following process takes place in SAP CRM and SAP APO: 1. Create quotation (SAP CRM)
...
You decide to provide the customer with a quotation, and create a quotation in the system. You can create the quotation with reference to the inquiry. You create items for the quotation.
2. Enter products (SAP CRM)
You enter products requested by customers.
You can configure products for every item of the quotation. You can find more information in the business scenario variant 
3. Check availability (SAP CRM and SAP APO)
You can check availability of products for every item of the quotation. You can find more information under
4. Maintain and determine conditions (SAP CRM)
The system determines the prices and the value of individual items. If necessary, you can process these. For more information, see
5. Send quotation to customer (SAP CRM)
You can send the quotation either electronically, or in print to the customer.
6. Create activity (SAP CRM)
You have the following options for monitoring the quotation:
¡ You enter an activity for a specific time period.
¡ You link your quotations with actions. Here, you can specify the following, for example:
§ Shortly before the validity expires, the system should trigger the subsequent action “Create Business Activity”.
§ A few days after the start of the validity period, a query business activity should be created in order to obtain first feedback from the customer.
§ Once validity has expired, the status of the quotation should be set automatically to completed.
7. Monitor status of quotation (SAP CRM)
For example, you can display quotations that are relevant for you according to their validity.
Posts
Comments (0)
Post a Comment