Using the Solution Quotation

As a sales representative, you want to sell a tablet (good), including the service for installation, a service contract, and a subscription contract for data storage service to your customer. You've designed a product, Notebook Care, for your package, which includes all requirements. You set up a Solution Quotation to see your Notebook bundle.

The Solution Quotation can be used to sell physical goods in combination with Service Transactions and with Subscription Orders. The outcome is triggered automatically using the Action Profile set on the Transaction Type SRVP.

This Integration overview shows the Solution Quotation in FI-AR context:

1. Step 1: The Solution Quotation is created and accepted.
2. Step 2: Sales Order, Service Contract, Service Order, and Subscription Order are distributed.
3. Step 3: Monthly billing plan items are requested (SAP Convergent Invoicing) --> BIT creation.
4. Step 4: SAP Convergent Charging Rating (Usage).
5. Step 5: Billing in SAP Convergent Invoicing.
6. Step 6: Transfer Billing Document as BDR to FI-AR.
7. Step 7: Invoicing in FI-AR.

This Integration overview shows the Solution Quotation Scenario in Contract Accounts Receivable and Payable (FI-CA) context. After accepting the Solution Quotation (Order Fulfillment), the Billing Document Requests and Billing Plan items are created and transmitted to Billing in FI-CA→CI Billing.

All changes regarding the solution quotation are done in outgoing orders. Changes to a subscription contract are made using subscription contract change processes. There are no change processes available in solution quotation.

In SAP S/4HANA, only the product master, also known as the material master, is used to maintain the central product data.

In this case, the bundle is the container for each product. You can either define a price on bundle product level or the price is determined by the selected products. This product example is used for the Solution Quotation, where you can sell hardware, services, and contract relevant items in one order. Resulting from the shown bundle, each item triggers a transaction type.

Access the SAP Fiori app Manage Solution Quotation, and create a new Solution Quotation. This business scenario shows the creation of a Solution Quotation.

The Solution Quotation is a special service order that can be used to sell product bundles that consist of physical products and services, as well as contract relevant items. When the Solution Quotation has been accepted, a Sales Order, a Service Order, a Service Contract, and a Subscription Contract are automatically created.

In the first step, you log on to the SAP Fiori Launchpad, go to the Subscription Order Management section, and select the app, Manage Solution Quotations.

Selection of the transaction type SRVP Solution Quotation.

Step 1: At header level, you need to select the following:

• Customer Data:

  Select an existing Sold-to-Party. The sold-to-party entered is also used for the required partner functions: Ship-to Party, Bill-to Party, and Payer are determined using the Partner Determination within Customizing.

• Organizational Data:

  The Organizational Data is automatically determined according to the entered business partner. This is done using customizing of the organizational profile for the Solution Quotation. This also includes the needed Service Organization.

Step 2: At item level, you need to select following:

• Product Data:

  The products entered in the Solution Quotation are represented as items. Products bundle can have complex models that produce additional subitems .

• Contract Account:

  This contains the information about the payment and financial data for long term business. The data contained in the contract account influences processes within invoicing, taxation, and correspondence processing. If Contract Accounts Receivable and Payable (FI-CA) is activated, a contract account needs to be maintained.

Step 3: Release all items

After the Solution Quotation is captured, you need to release all items to finalize the process.

Step 4: Accept Quotation

• As a last step, the Solution Quotation needs to be accepted to get the order fulfillment. After accepting it, a Sales Order, a Service Order, a Service Contract, and a Subscription Contract are automatically created.
• Update the transaction history with the follow up documents.

In SPRO, the setup in the node Service→Transactions→Settings for Master Agreement→Define Target Document Type, you define the transaction types of the solution quotation used in this process.

With the ODI schema POOF, the Solution Quotation is now able to distribute one-offs to SAP Convergent Invoicing.

This does not have an immediate effect on the UI of the Solution Quotation header overview page, however, there are no subscription specific UI configurations delivered for the solution quotation details section and no dynamic field display based on this criterion.

The actual effect this setting has is only taking place in the background. If the assignment of the subscription order bus type is not done due to a customer not using subscription business in the solution quote, then certain coding is not run through, resulting in an improved performance.

In addition to this, copy control customizing was defined for Solution Quotation as a source and Subscription Contract as a target.