Creating a Quotation (CS)
Use
You can use quotation creation in Customer Service for different scenarios .
Prerequisites
You have created a revenue-bearing service order under
Logistics
Customer service
Service processing
Order
Service order
Create (general)
. In doing so, you have taken the prerequisites that you described in
quotation creation (CS)
into account.
Procedure
Quotation for Customer Service, without service product, billing form
Resource-related
You create a quotation for the service order.
To do this, choose
Logistics
Customer
service
Service processing
Order
Service order
Create (quotation).
The quotation creation initial screen is displayed.
Enter the required data, and choose
Create quotation
.The system performs the sales pricing and generates a quotation.
Depending on the settings that you have made for the sales pricing, you reach the change mode of the quotation, or receive the message that the quotation has been successfully generated in the status line. For more information on the settings, see Sales Pricing: Purpose .
Edit the quotation. You can choose between two views for editing:
You can process the costing data in both views and change the views at any time.
Choose
Edit
Save quotation
.
The system creates a quotation that you can, for example, send to a customer. The service order obtains the status
QUCR (Quotation created)
and cannot be released so long as it has this status.
Further processing by the system depends on the settings that you have made. For more information, see Settings in the Sales Pricing .