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
Revenue-bearing service order
Enter planned costs
Accept quotation and put service order in process
Confirmation of expenses (actual costs)
Quotation with or without service product
Billing form
Resource-related
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 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.
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).
The customer is billed for the actual expenses incurred.
The service order is revenue-bearing and contains the revenues during billing.