Quotation Processing in CRM
Purpose
You use this business process in order to give your business partner confirmation that you will deliver a specific quantity of products at a specific time, and at a specific price. Within the framework of quotation processing, various sales functions are available to the sales employee, as well as special functions for quotations.
Process Flow
The following process takes place in SAP CRM and SAP ECC:
1. Create quotation (SAP CRM).
...
You decide to provide the customer with a quotation, and create a quotation in the system. You create items for this quotation.
2. Enter product (SAP CRM).
You enter products requested by customers.
You can configure products for every item of the quotation.
You can find more information in the
business process
Quotation Processing
(Configure-to-Order) in CRM, and in Product Configuration
in the Sales Transaction.
3. Check availability (SAP CRM and SAP ECC).
You can check
the availability of products for every item of the quotation. You can find
more information in
Availability
Information in Sales Orders (Using SAP ECC).
4. Determine and maintain conditions (SAP CRM).
The system
determines the prices and the value of individual items. If necessary, you can
maintain these. You can find more information under
Pricing.
5. Send quotation to customer (SAP CRM).
You can send the quotation to the customer either electronically, or in print.
6. Create activity (SAP CRM).
You have the following options for monitoring the quotation:
○ You enter an activity for a specific time period.
○ You link your quotations with actions. Here you can specify the following, for example:
■ Shortly before the validity expires, the system should trigger the subsequent action “Create Appointment”.
■ A few days after the start of the validity period, a query business activity should be created in order to obtain first feedback from the customer.
■ Once validity has expired, the status of the quotation should be set automatically to Completed.
7. Monitor status of quotation (SAP CRM).
For example, you can display quotations that are relevant for you according to their validity.
Special Features for CRM Web Channel
In the CRM Web Channel B2B and B2C Web Shop, you can create a request for a quotation. To do this, proceed as follows:
...
1. Put the required product in the shopping basket and add a message to the request.
2. Submit the request.
3. Check the status of the request.
4. If a quotation exists, you can create a purchase order with reference to this quotation.
See also: