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Procedure documentation Creating Quotations Locate the document in its SAP Library structure

You can create a quotation from scratch or you can copy information from an existing inquiry, from another quotation, or from within a sales activity (for example, while making a telemarketing call to a customer).

To create a quotation from scratch, proceed as follows:

  1. Choose Logistics ® Sales/distribution ® Sales on the main menu screen.
  2. Choose Quotation ® Create.
  3. Enter the quotation type and, if necessary, the organizational data.
  4. Choose Enter.
  5. Enter the following data:
  6. – Customer number of the sold-to party

    – Validity dates (start and end)

    – Material numbers (instead of the material number, you can enter text in the Description field)

    – Quantities

  7. For information on how to enter alternative materials, see Offering the Customer Alternative Items.
  8. Choose Enter.
  9. If you want to change data at the item level, mark the items, then select the appropriate menu entry.

    If you want to enter additional information in the header, select the appropriate menu entry.

  10. Save your document.

 

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