Sales: Reservation, Quotation, Reservation Request, Inquiry 

Process

The reservation request can be used by yourself, as importer, and by your dealers. With this process, your dealers begin the sale of vehicles, which ends in a sales order. As importer, you can use the process for assigning a set amount of vehicles to your individual dealers. At the start of the business period you agree with each of your dealers on how many vehicles of each model he/she wants to take. Then you create the vehicles and reserve them for each of your dealers. By doing this, this dealer is entered in the vehicle data. Only this dealer may then create a sales order for such a vehicle.

Creating quotations and inquiries is optional in this process. It makes sense to work with quotations and inquiries if you:

The report REP_MAIN_QUEUE (transaction VELOR Update reservation queue) deletes all expired reservations, reservation requests, quotations and inquiries. If a reservation is deleted (from the report or manually), it results in the next reservation request becoming a reservation. If the current date does not coincide with the validity period of this reservation, the validity date is changed to include the current date and all the following reservations move accordingly in time too.

You can display the logs for this report with transaction VELOP02 and, for example, determine for which dealer a valid reservation exists. You can then inform this dealer per e-mail, if necessary. You can delete the logs with transaction SLG2 (object VMS_RESV).

Prerequisites

You have created vehicles but not yet entered any sales orders for these vehicles.

As soon as you create a sales order, reservations and reservation requests including the appropriate quotations and inquiries are deleted.

You have created master records in the customer master record for dealers to whom you want to sell vehicles (see also: Creating Vendors and Customers).

Actions

(I) signifies an Interlinking Action.

Action

Description

Prerequisites

What does the action do?

Notes

RSVN

Create reservation

No sales order, no quotation and no reservation can exist for the vehicles

Plant calendar (if you require one when calculating the validity periods)

Reserves the vehicles for a specific dealer and writes the dealer as customer in the vehicle data

The standard validity amounts to 3 working days from the creation date You can implement your own logic using the BAdI VLC_RESERVATION

You can display the reservation and the reservation requests in transaction VELO (tab page Details, screen Vehicle Data. Pushbutton Reservations )

OFFE

Create quotation

Reservation for the same dealer

Creates a quotation for the dealer for which the reservation is also valid

  

RSOF
(I)

Create reservation and quotation

  

RSVN + OFFE

  

DERS

Delete reservation

Reservations

The selected vehicles must be reserved for the same dealer

Deletes the reservation for the vehicles

If no sales order exists, the dealer is deleted as customer form the vehicle data

  

DEOF

Delete quotation

Quotation

Deletes the quotation Deletes customer, end customer and confirmed delivery date form the vehicle master record

You can only delete an entire document and not only individual items

DERO
(I)

Delete reservation and quotation

  

DERS + DEOF

  

RSVM

Create request for reservation

  

Creates a reservation request for the vehicle

You can display the reservation and the reservation requests in transaction VELO (tab page Details, screen Vehicle Data. Pushbutton Reservations )

The validity period follows up the last reservation or reservation request

The standard validity amounts to 3 working days from the creation date You can implement your own logic using the BAdI VLC_RESERVATION

IQRY

Create inquiry

Reservation request for the same dealer

Creates an inquiry for the dealer for which the reservation request is also valid

  

RSIQ
(I)

Create reservation request and inquiry

  

RSVM + IQRY

  

DERQ

Delete reservation request

Reservation request

Deletes the reservation requests for the vehicles

  

DEIQ

Delete inquiry

Inquiry

  

You can only delete an entire document and not only individual items

DERI
(I)

Delete reservation request and inquiry

  

DERQ + DEIQ