Quotation Creation in Customer Service - Scenario 2 (CS)
Use
You send a quotation with planned costs to a customer. The quotation is informative, meaning that the customer will later be billed the actual expenses that arise. The customer accepts the quotation.
Representation in the System
Relevance for Billing
The table describes which objects are relevant for quotation creation in this scenario.
Relevant for Billing |
Not Relevant for Billing |
Service Product | |
Material (actual costs) |
Material (planned costs) |
Working hours (actual costs) |
Working hours (planned costs) |
Graphical Representation
Features
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
The customer is billed for the actual expenses incurred.