Service Quotation

Definition

A presales document containing the terms under which you offer a particular service to a customer.

To create a service quotation, choose one of the following processes:

Create the service quotation directly in Sales and Distribution

Use this option for straightforward service transactions which do not require detailed planning.

Create a service order in Customer Service and then create a service quotation with reference to the service order

This option enables you to plan service activities more accurately and influence the costs that are forwarded to billing.

Use

In the service quotation, you:

Record details of the service to be performed
Record the costs of the service
Control how billing is performed

You specify in the service quotation how the customer is to be billed for the services rendered via the billing form and the dynamic item processor profile.