Describing the Scope Item in Sales Inquiry (1IQ)
Objectives
After completing this lesson, you will be able to:
- Execute scope item 1IQ: Sales Inquiry
Business Process: Example Video for Sales Inquiry (1IQ)
Business Process Overview
You receive inquiries from your customers about material prices or delivery times. You use inquiries to store valuable information in the system that can be used to develop your sales strategies in the future. The use of inquiries is not mandatory for the sales process.
Sometimes, you may not be able to offer the customer the complete quantity in an inquiry. In such a case, the presales documents remain open in your system. There are several options available to resolve the situation. When using standard customizing settings for example, inquiry items become completed by the first reference.
The figure, Sales Inquiries, shows the concept of inquiries.
Main Fiori apps used
The following table, provides a list of role(s) and app(s) for every process step.
To create a sales inquiry, you need to access the system as an Internal Sales Representative and open the Manage Sales Inquiries app.
From there, you can change, reject, or accept the inquiry, depending on the client's decisions.
| Process Step | Role Name | Fiori App Name |
|---|---|---|
| Create Sales Inquiry | Internal Sales Representative | Manage Sales Inquiries |
| Change Sales Inquiry | Internal Sales Representative | Manage Sales Inquiries |
| Reject Sales Inquiry | Internal Sales Representative | Manage Sales Inquiries |
Manage Sales Inquiries App
With the Manage Sales Inquiries app, you can search for sales inquiries according to your filter criteria and display them in a list.
On the list created using the Manage Sales Inquiries app, you can execute following actions:
- Able to search for sales inquiries using a free-test search
- Able to search for sales inquiries by entering value in one or more of the filtering fields
- Able to create a variant for the current filter selection and save it for later reference
- Able to filter number of sales inquiries by using additional criteria
- Able to hide the filter bar
- Able to sort sales inquiries
- Able to show columns in the list
From the list of sales inquiries, you can navigate to related applications to create, edit, or display the details of a sales inquiry. You can also reject all items in a sales inquiry. Following is a list of transactional features:
- Able to create sales inquiries
- Able to reject all items in a selected sales inquiry
- Able to navigate to the sales inquiry details to either display or change data
- Able to navigate to the customer 360 view app
- Able to navigate to the sales inquiry object page
- Able to navigate to the customer object page
- Able to navigate to the process flow
Tutorial: Sales Inquiry (1IQ)
This scope item describes the process for a standard sales inquiry.
It allows you to create, edit, and reject an inquiry. Based on the inquiry, you can then create a quotation or a sales order.
DemoWatch Demo
