112_ERP606_BPD_EN_IN[1]

EHP6 for SAP ERP 6.0

March 2012

English

Sales Quotation (112)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Business Process Documentation

SAP Best Practices Sales Quotation (112): BPD

Copyright

© 2012 SAP AG. All rights reserved.

SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, SAP HANA, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries.

Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company.

Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase Inc. Sybase is an SAP company.

Crossgate, m@gic EDDY, B2B 360°, and B2B 360° Services are registered trademarks of Crossgate AG in Germany and other countries. Crossgate is an SAP company.

All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.

These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

© SAP AG Page 2 of 13


Icons

Icon Meaning

Caution

Example

Note

Recommendation

Syntax

External Process

Business Process Alternative/Decision Choice

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include Field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT Names of elements in the system. These include report names, program names, Transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key.

Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.



Contents

1 Purpose ...................................................................................................................................... 5

2 Prerequisites ............................................................................................................................... 5

2.1 Master Data and Organizational Data .................................................................................. 5

2.2 Business Conditions ............................................................................................................. 7

2.3 Roles .................................................................................................................................... 7

3 Process Overview Table ............................................................................................................. 7

4 Process Steps ............................................................................................................................. 8

4.1 Sales Quotation Entry .......................................................................................................... 8

4.2 Sales Quotation Rejection .................................................................................................. 10

5 Follow-up Processes ................................................................................................................. 11

6 Appendix ................................................................................................................................... 11

6.1 Reversal of Process Steps ................................................................................................. 11

6.2 SAP ERP Reporting ........................................................................................................... 12

6.3 Used Forms ........................................................................................................................ 13



Sales Quotation

1 PurposeThis scenario describes the process for a standard sales quotation. The process starts when a request for quotation (RFQ) is received from a customer. In response to the customer’s RFQ, a quotation is created in the SAP system. After that, the customer can either accept the quotation, or reject it.

2 Prerequisites

2.1 Master Data and Organizational DataDefault Values

Essential master and organizational data was created in your ERP system during the implementation phase, such as the data that reflects the organizational structure of your company and master data that suits its operational focus, for example, master data for materials, vendors, and customers.

This business process is enabled with organization-specific master data, examples of which are provided in the next section.

Additional Default Values

You can test the scenario with other SAP Best Practices default values that have the same characteristics.

Check your SAP ECC system to find out which other material master data exists.

Using Your Own Master Data

You can also use customized values for any material or organizational data for which you have created master data. For more information on how to create master data, see the Master Data Procedures documentation.

Use the following master data in the process steps described in this document:

Master / Org. Data

Value Master / Org. Data Details Comments

Material H11 Trading Good for Reg. Trading (MRP planning)

no Serial no.; no batch

See sections Business Conditions and Preliminary Steps.

Material H12 Trading Good for Reg. Trading (reorder point planning)

no Serial no.; no batch




Master / Org. Data

Value Master / Org. Data Details Comments


with serial numbers, no batch

Only use if you have activated the building block Serial Number Management (126).

See the sections Business Conditions and Preliminary Steps.


no Serial no.; batch controlled (Exp. Date)

Only use if you have activated the building block Batch Management (117).



no Serial no.; batch controlled (FIFO strategy)



Material F29 Finished Good MTS for Process Industry (PD planning)

no Serial no.; with batch (Exp. Date)



Material F126 Finished Good MTS for Discrete Industry (PD planning)

with Serial no.; with / w/o batch (FIFO strategy)

Only use if you have activated the building block Serial Number Management (126).


Sold-to party

100000 Customer domestic 00 You can test the scenario using another domestic customer.

Ship-to party

100000 Customer domestic 00

Payer 100000 Customer domestic 00

Plant 1000

Storage Location

1030/ 1040

Shipping Point

1000

Sales organization

1000

Distribution channel

10

Division 10



2.2 Business ConditionsThe business process described in this Business Process Documentation is part of a bigger chain of integrated business processes or scenarios. As a consequence, you must have completed the following processes, and fulfilled the following business conditions before you can start going through this scenario:

Business Condition Scenario

You have completed all the relevant steps described in the Business Process Documentation Prereq. Process Steps (154).

Prereq. Process Steps (154)

2.3 Roles

UseThe following roles must have already been installed to test this scenario in the SAP Netweaver Business Client (NWBC). The roles in this Business Process Documentation must be assigned to the user or users testing this scenario. You only need these roles if you are using the NWBC interface. You do not need these roles if you are using the standard SAP GUI.

PrerequisitesThe business roles must have been assigned to the user who is testing this scenario.

Business Role Technical Name Process Step

Employee (Professional User)

SAP_NBPR_EMPLOYEE_S Assignment of this role is necessary for basic functionality.

Sales Administrator SAP_NBPR_SALESPERSON_S Sales Quotation Entry

3 Process Overview TableProcess Step External

Process Reference

Business Condition

Business Role

Trans-action Code

Expected Results

Sales Quotation Entry

Written request from customer for quotation

Sales Administrator

VA21 Quotation printed

Sales Quotation Rejection

Customer rejects the quotation

Sales Administrator

VA22 Quotation rejected

Sales Order Entry

Sales Order Processing: Sale from stock (109)

Make-to-Order Production with Variant Configuration (147)

See scenario no. 109





4 Process Steps

4.1 Sales Quotation Entry

UseIn this activity, you will enter the sales quotation after a customer has requested it.

After you have completed this activity:

Option A: If the customer rejects the sales quotation, go to step 4.2.

Option B: If the customer accepts the sales quotation, go to step 5.

Procedure

Option 1: SAP Graphical User Interface (SAP GUI)

1. Access the transaction choosing one of the following navigation options:

SAP ECC menu Logistics → Sales and Distribution → Sales → Quotation → Create

Transaction code VA21

2. On the Create Quotation: Overview screen, in the Order type field, enter QT (Quotation) and choose Enter.

You can optionally enter the organizational data.

3. On the screen, make the following entries:

Field name Description User action and values Comment

Sold to party 100000

Ship to party 100000

Material number

<Material number>

Quantity <enter a quantity>

Valid to date <enter a date>

4. Choose Save. On saving, the Quotation is automatically sent to the printer.

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role


Business role Sales Administrator

(SAP_NBPR_SALESPERSON_S)

Business role menu Sales Customer Cockpit

2. Make the following entries and choose Display Customer:


Customer Number

100000



3. On the Customer Cockpit screen, make the following entries:


Other Activities Create Quotation Select Create Quotation from the Drop-Down Menu

4. On the Create Quotation screen, make the following entries and choose Start:


Sales Document Type

QT Quotation

5. On the Quotation: New screen, make the following entries:


Valid to <enter a date>

Material <Material number>

Order Quantity <enter a quantity>

6. Choose Save Document.

7. Choose Back to return to the SAP Easy Access screen (SAP GUI)

Or

Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).

ResultThe order is saved and the quotation is sent to the printer.

The print out of the Quotation is executed automatically and immediately (see settings in SAP GUI transaction VV13 for Output Type AN00 and defaults in your user settings in transaction SU3).

You also have the possibility to start the print out manually:


SAP ECC menu Logistics Sales and Distribution Sales Quotation Display


1. On the Display Quotation :Initial Screen, enter the quotation number in the Display Quotation: Initial Screen: From the menu, choose Sales Document Issue Output to

2. Mark the line with the message type AN00

3. Choose Print.


Business Role Sales Administrator


Business role menu Sales QuotationsSales Documents Worklist



1. From the Active Queries of category Quotations choose the query Search (refresh the current query if necessary).

2. Mark your sales quotation and choose Sales Document in PDF Format.

3. On the Print Preview screen, choose Print.

4.2 Sales Quotation Rejection

UseIn this activity, the customer rejects the sales quotation. You will need to enter the reason for the rejection in the system.

Procedure



SAP ECC menu Logistics → Sales and Distribution → Sales → Quotation → Change


2. On the Change Quotation: Initial Screen, enter a quotation number and choose Enter.

3. Choose the Reason for rejection tab page.

4. Select an appropriate reason from the drop-down list, then choose Save.

5. Choose Back to return to the SAP Easy Access screen (SAP GUI).



Business role Sales Administrator


Business role menu Sales Quotations Sales Documents Worklist

2. From the Active Queries of category Quotations choose the query Search (refresh the current query if necessary).

3. Mark the quotation you created in the previous process step, and then choose Change.

4. Choose the Item Details tab page,find Reason for rejection .

5. Select an appropriate reason from the drop-down list, and then choose Save.

6. Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).

ResultThe sales quotation is updated with a reason for the rejection. You have now finished the activities in this document.



5 Follow-up Processes

You have finished all the activities that are part of the business process described in this document.

To accomplish the subsequent activities in this business process, and using the master data from this document, carry out the process steps described in one or more of the following scenarios.

Sales Order Processing: Sale from Stock (109) (optional)

UseThis scenario describes the entire process sequence for a standard sales process (sale from stock) with a customer.

ProcedureAfter the customer has accepted the quotation you can now complete all the activities described in the Business Process Documentation of the scenario: Sales Order Processing: Sale from Stock (109). When creating the Sales Order, create it with reference to the sales quotation number.

Make-to-Order Production with Variant Configuration (147) (optional)

UseThis scenario describes the entire process sequence for a standard sales process (Make-to-Order) with a customer.

ProcedureAfter the customer has accepted the quotation you can now complete all the activities described in the Business Process Documentation of the scenario: Make to Order Production with Variant Configuration (147). When creating the Sales Order, create it with reference to the sales quotation number.

6 Appendix

6.1 Reversal of Process StepsIn the following section, you will find the most common reversal steps, which enable you to reverse some of the activities described in this document.

Sales Quotation Entry



Transaction code ( SAP GUI) VA21

Reversal: Delete Sales Document



Business role menu Sales Quotations Change Quotation

Comment Delete Sales Document: Open document using transaction VA22. Select menu Sales Document Delete.

Sales Quotation Rejection


Reversal: Modify/remove reason for rejection



Business role menu Sales Quotations Change Quotation

Comment Modify/remove reason for rejection, just editing the field.

6.2 SAP ERP Reporting

UseThe table below lists the reports that you can use to obtain additional information on this business process.

You can find detailed descriptions of the individual reports in the following BPD documents, which provide a comprehensive compilation of all important reports:

Financial Accounting: SAP ERP Reports for Accounting (221)

Logistics Processes: SAP ERP Reports for Logistics (222)

Note that the descriptions of some reports that are an indispensable part of the process flow, may be located directly in the section where they belong.

ReportsReport Title Transaction

code (SAP GUI)

Business Role (NWBC)

Business role menu (NWBC)

Comment

Quotation List VA25 Sales Manager(SAP_NBPR_SALESPERSON_M)

Sales Quotations Reports Quotations List

A list of quotations is displayed.

Incomplete Quotations

V.02 Sales Manager(SAP_NBPR_SALESPER

Sales Sales Orders Reports List of Incomplete

A list of incomplete quotations



Report Title Transaction code (SAP GUI)

Business Role (NWBC)

Business role menu (NWBC)

Comment

SON_M) Sales Orders

Expiring Quotations

SDQ1 Sales Manager(SAP_NBPR_SALESPERSON_M)

Sales Quotations Reports Expiring Quotations

A list of expiring quotations

Expired Quotations


Sales Quotations Reports Expiring Quotations

A list of expired quotations

Completed Quotations


Sales Quotations Reports Completed Quotations

A list of completed quotations

6.3 Used Forms

Common Form Name

Form TypeUsed in Process Step

Output Type

Print Program (Entry Procedure)

Form Technical Object

Sales Quotation

SmartForm Sales Quotation Entry

AN00 YBIN_RVADOR01 YBIN_SDQUO
