Service Order and Quotation Analysis in ERP 

Purpose

You can use this support function to analyze and monitor the efficiency of your service organization by using various key figures. You can determine whether your internal processes need optimizing, for example, from the number of service orders and confirmations that are still open. You can also monitor the punctuality of service order execution.

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Process Flow

       1.      System provides quotation data (SAP ECC)

       2.      System provides order data (SAP ECC)

       3.      System provides cost and revenues data (SAP ECC)

       4.      System provides confirmation data (SAP ECC)

       5.      System updates order, quotation and confirmation information (SAP BW)

       6.      Monitor status of service orders and confirmations (SAP BW)

You can monitor the frequency, lead time, and status of your service orders.

       7.      Delayed Services (SAP BW)

You can determine the services on which you need to focus your efforts to ensure customer satisfaction.

       8.      Monitor costs and allocations (SAP BW)

You can monitor costs and revenues, as well as quantities posted to the service order. For this analysis, you can use the query 0CS_C01_Q000.

       9.      Quotation success rate for customer (SAP BW)

You can use these figures to determine the quotation success rate, that is, how many orders resulted from quotations for a specific customer. For this analysis, you can use the query 0SD_C05_Q0005.

   10.      Quotation success rate by sales area (SAP BW)

You can use these figures to determine the quotation success rate, that is, how many orders resulted from quotations in a specific sales area. For this analysis, you can use the query 0SD_C05_Q0006.

   11.      Customer-related quotation tracking (SAP BW)

You can use this query to determine how many quotations were rejected by individual customers. For this analysis, you can use the query 0SD_C05_Q0004.

   12.      Quotation tracking by sales area (SAP BW)

You can use this query to determine how many quotations were rejected in specific sales areas. For this analysis, you can use the query 0SD_C05_Q0002.