After the quotation has been created in the system, it has to be output and sent to thecustomer by fax, e-mail, or post. The output of the quotation is controlled bymessage control, in other words, the correct message is found and printed onthe correct printer.
The salesdocument can be output in two different ways. It can be displayed on the screenin virtual form or printed out on a printer. The document is either outputautomatically at a given point in time or is triggered manually.
The quotation should have been created.
1. On the DisplayQuotation: Initial Screen, enter your quotation number. You cansearch for this using input help.
2. From the menu, choose Sales Document ®Issue Output To.
3. In the Outputoutput dialogbox, choose Print preview.
4. Choose Back.
5. In the Outputoutput dialogbox, choose Print Optionsand, using input help, select a printer or LOCL for Standard Windows Printer.
6. Choose Execute.
7. In the Output outputdialogbox, choose Print.
Thequotation has been printed and can be sent to the customer.
After thecustomer has received and checked the original quotation for the configurablematerial, change requests are submitted regarding the configuration of thematerial D2000(Service Package). The customer decides on a Quarterly Payment Method instead of the Yearly Payment Method, and requests a comparison quotation (follow-on quotation). To optimizethe quotation creation process, the follow-on quotation is created withreference to the original quotation. This also ensures consistency in thedocument flow. The quotation history can also be traced at a later stage.
Conditions,including manual changes, are copied automatically from the first quotation tothe follow-on quotation as part of copy control. The follow-on quotation doesnot affect the original quotation. It is a new document.
1. On the CreateQuotation: Initial Screen, enter the following data:
Field name | User action and values | Comment |
---|---|---|
Quotation Type | YIAG | Follow-on quotation |
Sales Organization | <enter your sales organization >(for example: 1000) | |
Distribution Channel | <enter your distribution channel >(for example: 10) | |
Division | <enter your division >(for example: 10) | |
Sales Office | ||
Sales Group |
2. Choose Createwith Reference.
3. In the Createwith Referencedialogbox, on the Quotation tab, inthe Quotation.field, enter your quotation number, using input help, if necessary.
4. Choose ItemSelection.
5. Choose therelevant items and choose Copy andconfirm theinformation dialog box:Document/ 000020 has no checking group (material master – plant data), with Enter.
Theconfigurablematerial can be copied completely including the valuation of the characteristics.
6. On the CreateQuotation.: Overview screen, on the Sales tab, make the following entries:
Field name | User action and values | Comment |
---|---|---|
Valid to | <enter a date in the future> | MM/DD/YYYY |
PO Number | <enter a PO Number> |
7. Choose item F2000 (Finished Goods) andchoose ItemDetails: Configuration.
8. Double-click the material D2000 – Service Package in the ConfigurationStructure (left screen area).
9. On the Characteristic Value Assignmentscreen, in the CharacteristicValue Assignment area, for material D2000 – Service Package makethe following entries:
Field name | User action and values | Comment |
---|---|---|
Payment Method | 01 | Quarterly |
10. Confirm your entries with Enter. All the characteristic values arereplaced with their corresponding descriptions.
11. Choose Back.
12. On the CreateQuotation.:Overview screen, choose Save and make a note of your quotation number:____________________.
Forprinting the Follow-On Quotation, refer to the steps described in chapter, OutputtingQuotation Document.
A follow-onquotation with reference to the original quotation has been created.
If theoriginal quotation is no longer relevant because the follow-on quotation hasbeen created, the items in the original quotation can be rejected. Call up the Reason forrejection tab in the original quotation. Enter a reason forrejection for the configurable material in the appropriate field. All thesubordinate BOM items are automatically rejected.
Thecustomer requests a price change in the follow-on quotation. Differentconditions can be allowed, special agreements made, or further texts and notesentered for the customer. The validity date or the ship-to party can also bechanged subsequently. In the commercial processing stage, a distinction must bemade between changes at header level and item level of the quotation. For theprocess illustrated here, discounts at item level are changed.
1. On the ChangeQuotation: Initial Screen, enter your follow-on quotation number.
If your quotation does not appearin the list, choose Refresh at the right bottom of the screen.
2. Confirm your entry with Enter.
3. On the ChangeQuotation<Your quotation no.>: Overview screen, choose item 10 and chooseItem conditions.
4. Choose InsertRow.
5. On the ChangeQuotation<Your quotation no.>: ItemData screen, makethe following entries:
Field name | User action and values | Comment |
---|---|---|
CnTy | K007 | Search using input help |
Amount | <Enter discount rate > | For example, 10% |
6. Confirm your entries with Enter.
For printing the Follow-On Quotation,refer to the steps described in the, Outputting Quotation Document.
7. Choose Save.
扫码关注腾讯云开发者
领取腾讯云代金券
Copyright © 2013 - 2025 Tencent Cloud. All Rights Reserved. 腾讯云 版权所有
深圳市腾讯计算机系统有限公司 ICP备案/许可证号:粤B2-20090059 深公网安备号 44030502008569
腾讯云计算(北京)有限责任公司 京ICP证150476号 | 京ICP备11018762号 | 京公网安备号11010802020287
Copyright © 2013 - 2025 Tencent Cloud.
All Rights Reserved. 腾讯云 版权所有