Creating and Processing a Customer BOS

Purpose

The activities that you carry out in a typical business process are described here. There are various functions that you can use to structure and process a BOS in a Sales Document .

Process Flow

Creating and Processing an Inquiry, Quotation and Order with a BOS

You can create and process differing sales documents (see Creating and Editing Sales Documents with a Bill of Services .

  1. You can enter and monitor business processes in the pre-sales phase in the system, for example, by using customer inquiries and quotations. In the inquiry, a customer requests whether you can perform particular services by a particular point in time, and the costs of such services.

  2. A customer quotation is a legally binding offer to a customer to perform services to fixed conditions.

    You use the function Create with reference if there is a customer inquiry in the system that has data to which you want to refer when you create a customer quotation.

  3. The sales order is the contractual agreement between the contractor and the sold-to party for the performance of services at defined prices, quantities, and times.

    You use the Create with reference function, if a customer quotation exists in the system that has data to which you want to refer when you create a sales order.

    Note Note

    The complete chain of documents is a document flow or history. For more information about how you display the document flow for sales documents, see Information on Individual Sales Documents .

    End of the note.
Creating and Editing a BOS

  1. You structure a BOS by Creating and Editing Outline Levels .

  2. Creating and Editing Service Lines :

    • You can create, change, re-number, add, or delete service lines in a BOS. You can also easily change the data in several service lines in one operation.

    • If you have re-numbered, added, or deleted service lines in a BOS, you can sort the service lines, and change their sequence. You can use the line number, service number, short text, or the external service number as the sort criterion.

  3. When you create a BOS with comprehensive specifications, you do not have to enter the service descriptions manually. Instead, by using the selection function, you can copy, and then edit, service descriptions quickly and easily from existing service master data, or from existing documents.

    The following graphic illustrates the service selection possibilities:

    See also: