Quotation Creation in Customer Service - Scenario 1 (CS) (SAP Library

Quotation Creation in Customer Service - Scenario 1 (CS)

Use

You send a quotation with planned costs to a customer. The quotation is binding, meaning that the customer will be billed the price agreed upon in the quotation once the services have been performed. The customer accepts the quotation.

Representation in the System

Revenue-bearing service order with or without service product

Enter planned costs
Accept quotation and put service order in process

Quotation with or without service product

Billing form Flat rate

Relevance for Billing

The table describes which objects are relevant for quotation creation in this scenario.

Planned costs are not considered

Relevant for Billing	Not Relevant for Billing
Service Product	Material (planned costs, actual costs)
	Working hours (planned costs, actual costs)

Planned costs are considered

Relevant for Billing	Not Relevant for Billing
Material (planned costs)	Material (actual costs)
Working hours (planned costs)	Working hours (actual costs)

Graphical Representation

Features

If a quotation has been created for a service order, you can

No longer perform a selection of contracts
Only create pro forma items or invoices

If a service order makes reference to a contract, you can no longer create a quotation.
Consideration of planned costs

Planned costs are not considered

If you copy a service product into the quotation, the quotation price corresponds to the price of the service product.

You can either achieve this by copying the planned costs in the sales price basis at 0% into the quotation, or by assigning a dynamic item processor profile (DIP profile), that does not determine any costs in the event of a quotation (meaning that you do not specify a source for costs in the DIP profile).

Planned costs are considered

If you copy the dynamic items for the planned costs into the quotation, these then create the price, independent of whether a service product was copied into the quotation.

The service order is revenue-bearing and contains the revenues during billing.