Creating and Editing a Sales Document with a BOS

You can create and edit a customer inquiry, a customer quotation, or a sales order with a BOS.

Choose Create with Reference , if:

You want to create a customer quotation, and a customer inquiry exists in the system with data that you want to use when you create a new document.
You want to create a sales order, and a customer quotation exists in the system, and you want to refer to it when you create a new document.

You have made the settings in Customizing for Sales and Distribution and created master data such as the customer and the material.

Choose Logistics Sales and Distribution Sales , and, depending on the type of document you want to create, choose:
Inquiry Create
Quotation Create
Order Create
On the initial screen, enter the relevant sales document type and details of the sales organization.
Choose .

The Overview screen is displayed.
Enter the required data (such as customer and material).

Note
For a document item with BOS, you have to enter the material number of the dummy-material.

End of the note.

Choose Logistics Sales and Distribution Sales , and, depending on the type of document you want to create, choose:
Quotation , or
Order Create .
Select Create with Reference .

The Create with Reference dialog box appears.
Enter the required data to select the source document.
Select Copy .

The Overview screen appears.

Choose Logistics Sales and Distribution Sales , and, depending on the type of document you want to create, choose:
Inquiry ,
Quotation , or
Order Change .
Enter the appropriate document number on the initial screen.
Choose .

The Overview screen appears.

There are several options for branching from the Overview screen to BOS maintenance.

Choose Goto Item More Services.
Choose .
Double-click the document item; the Item Data screen is then displayed. Choose the Services tab page on the Item Data screen.

The service overview screen is displayed. From here, you can create and edit the BOS.