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Function documentationService Contract Quotations Locate this document in the navigation structure

 

Service contract quotations are legally binding offers to a customer for the purpose of defining the services in a service contract.

A service contract quotation can be of use to both customers and providers. On one hand, it gives customers the option of getting informed about prices and delivery conditions to enable them to make decisions, while providers can include the expected services at an early stage in their planning and get an overview of the expected costs and revenues.

Within the validity period of a service contract quotation, the customer has the option of agreeing on a service contract for specific conditions with reference to the quotation.

Contract quotations are business transactions in service with the leading business transaction category Service Contract. Service quotations are only identified as such by the system status Quotation.

This function is available in CRM WebClient UI and Interaction Center WebClient.

Integration

Quotation data is not forwarded to SAP ERP Central Component (SAP ECC), since it is not relevant for billing or controlling, for example.

However, it is possible to send the data to SAP NetWeaver Business Intelligence.There you can perform analyses, to evaluate, for example, which quotations were accepted or rejected and what the reasons for this were.

Prerequisites

Define Quotation as Transaction Types in Customizing

If you want to use contract quotations, you must define service contract quotations as transaction types in Customizing. Assign the leading business transaction category Service Contract. The standard delivery contains the transaction type SCQ – Service Contract Quotation.

Make the settings in Customizing for Customer Relationship Management by choosing   Transactions   Basic Settings   Define Transaction Types  .

Define Default Values in Customizing

You maintain default values for quotations in Customizing for Customer Relationship Management (CRM), by choosing   Customer Relationship Management   Transactions   Basic Settings   Define Item Categories  .

Choose the required item category (in the standard delivery, SCNQ) and then the business transaction category Sales.

In the Customizing Item view, maintain the fields in the screen area Quotation Data, particularly the following two fields:

  • Relevance for Quotation

    If you choose Initial Quotation and enter a transaction with this item category, the transaction items have the status Quotation.

  • Subsequ. Processing

    Here you define that the quotation should be further processed by selecting Quotation is copied to subsequent document.

Activities

Create Quotation

You create quotations using Service Contract Quotation.

Accept Quotation

You create a service contract as a follow-up transaction with reference to the service contract quotation. At this time, the quotation items accepted by the customer are copied to the items of the new transaction.

Complete Quotation

A quotation is completed (status Completed):

  • After it has been copied to a service contract

  • Following a customer rejection