After completing this lesson, you will be able to:
Based on a sales inquiry, you can create a corresponding quotation to provide your customer with the relevant information (referencing the inquiry is optional).
The use of quotations is not mandatory for the sales process.
Sometimes, the customer may not like the price offered in your quotation, and decides to purchase from another vendor. In this case, the presales documents remain open in your system. There are several options available to resolve the situation. For quotations, using a reason for rejection is a common way of setting the status of an item to complete.
When you use a reason for rejection (such as too expensive or delivery date too late), you also store valuable information in the system that can be used to analyze sales opportunities.
The figure, Sales Quotations, shows the concept of quotations.
The figure, BDG – Process Diagram, shows the process diagram for scope item BDG, Sales Quotation.
The following are the main steps in the process:
In the Create Sales Quotation step, you enter the sales quotation after a customer requests it.
Then, depending on the customer's decision, you do one of the following:
|Process Steo||Role Name||Fiori App Name|
|Create Sales Quotation||Internal Sales Representative||Manage Sales Quotations|
|Change Sales Quotations||Internal Sales Representative||Manage Sales Quotations|
|Reject Sales Quotations||Internal Sales Representative||Manage Sales Quotations|
The table Main SAP Fiori Apps Used, provides a list of role(s) and app(s) for every process step.
To create a sales quotation, you must access the system as an Internal Sales Representative and open the Manage Sales Quotations app.
From there, you can change, reject, or accept the quotation, depending on the client's decision.
With the SAP Fiori Manage Sales Quotations app, you can search for sales quotations according to your filter criteria and display them in a list.
On the list created using the Manage Sales Quotations app, you can execute following actions:
From the list of sales quotations, you can execute different actions. For example, you can extend the validity of a quotation. You can also navigate to related applications, for example, to display quotation details. Following is a list of transactional features:
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