Introducing Scope Item Service Quotation (4GA)

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Get to know scope item Service Quotation (4GA)

Overview of Scope Item Service Quotation (4GA)

How to access SAP S/4HANA Cloud scope item Service Quotation (4GA) process flows (if available) and test scripts

  1. Navigate to SAP Best Practices for SAP S/4HANA Cloud for Enterprise Management (https://rapid.sap.com/bp/#/BP_CLD_ENTPR).
  2. Select a Version and a Language using the Region/Language preferences option.
  3. In the Accelerators section, under General Documents, choose SAP Best Practices content library.
  4. Select Filter Scope checkboxes (for example Service) to filter information and locate scope item test scripts and process flows. Do this for the 4GA scope item that we are interested in here.
Ignore the BPMN2 version of the process flows.

Getting an overview of Service Quotation (4GA) processing

Note
Use the navigation buttons in the bottom right corner to see what Andrea has to say about service quotations in SAP S/4HANA Cloud:

Key process flow for scope item Service Quotation (4GA)

  1. Create/change service quotation
  2. Send service quotation to customer
  3. Review service quotation (change/update)
  4. Accept service quotation
  5. Trigger service order (automatically)
  6. Reject service quotation

Business benefits of scope item Service Quotation (4GA)

  • Provide capability to share cost estimates for the services requested by the customer (both Time and Material and Fixed Price)
  • Provide capability to negotiate, accept, or reject the quotation (including partial acceptance)
  • Support repricing of the quotation after expiry of the validity period
  • Provide options to the customer to either print or generate the quotation as a PDF and attach it to an email, through output control settings
  • Support automatic creation of a service order based on service quotation acceptance

Business Roles for Scope Item Service Quotation (4GA)

Business roles for scope item Service Quotation (4GA)

The only business role that is used in the Service Quotation (4GA) scope item, is the Customer Service Manager role:

Business roleBusiness role ID as delivered by SAP
Customer Service ManagerSAP_BR_CUSTOMER_SRVC_MGR
Note

This information is based on the test script for scope item Service Quotation (4GA), which can be found on and downloaded from the SAP Best Practices Explorer website at http://rapid.sap.com.

This business role can be used as a template to create your own business role for your business users working with scope item Service Quotation (4GA).

A customer service manager creates service quotations (using the SAP Fiori app Manage Service Quotations - Overview), sends them to the customer(s), changes/updates them if needed, and enters the rejection/acceptance information received from the customer(s).

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