Quotation & Order Management in CRM (With CRM Billing & Rebates) 

Purpose

You use this business scenario to offer, sell, and deliver products to the customer. The products are shipped directly ex stock to your customers.

The sales order is processed in SAP CRM regardless of the communication channel through which the order was entered. The sales order can be created using the following business scenarios:

●      Interaction Center Sales (see IC Sales with CRM Sales Order and IC Sales with ERP Sales Order)

●      SAP CRM Web Channel (see Quotation and Order Management in CRM Web Channels)

●      Mobile Sales (see Field Quotation and Order Management with CRM Mobile Saless)

The billing of sales transactions takes place directly in SAP CRM.

Prerequisites

You can implement this business scenario with different releases of the relevant application components. However, only certain combinations are valid.

For more information, see:

●      The SAP CRM Master Guide on the SAP Service Marketplace at http://service.sap.com/crm-inst

●      The scenario & process component list on the SAP Service Marketplace at http://service.sap.com/scl

Process Flow

You use this business scenario when selling serial or bulk products that you produce internally based on consumer- or forecast-oriented revenue or sales revenue planning, or serial or bulk products that you procure externally. Billing is delivery-related, and takes place in SAP CRM.

Business processes take place as follows in this business scenario:

...

       1.      Quotation Processing in CRM

       2.      Sales Order Processing in CRM

       3.      Outbound Processing Without WM

       4.      Billing in CRM

       5.      Rebate Agreement Processing in CRM

       6.      Sales Quotation and Order Analysis in CRM