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 Creating Quotations for Customer Projects (PS)

Use

You can use this function to determine the sales price for a customer inquiry based on detailed project planning and create a quotation in the Sales and Distribution (SD) application component.

For more information on quotations and customer inquiries, see Customer Inquiries/Quotations in the SD documentation.

Prerequisites

For information on the prerequisites, read Sales Pricing (PS) and the document in the Project System IMG under Start of the navigation path Revenues and Earnings Next navigation step Integration with SD Documents Next navigation step Assign Sales Orders to Project Account End of the navigation path .

Procedure

  1. Choose Logistics or Start of the navigation path Accounting Next navigation step Project System Next navigation step Financials Next navigation step Planning Next navigation step Sales Pricing. End of the navigation path

  2. Specify the inquiry for which you want to generate a quotation. If the quotation is to apply only to particular items in the inquiry, specify the items concerned.

  3. You can also specify a project or WBS element as a selection criterion. For more information on how the system processes the various selection criteria when generating quotations, read Selection Criteria .

  4. If you want the system to display the quotation document for further processing, choose Start of the navigation path Extras Next navigation step Settings End of the navigation path and select Show quotation doc. after saving in the General tab page.

  5. For more information on the settings, refer to Settings in the Sales Pricing .

  6. Choose Quotation .

The system may ask you to select a sales pricing document.

The system generates a quotation for the sales pricing.

  • If you do not select the Show quotation doc. after saving indicator, the system simply displays a message that the quotation has been created.

  • If you do select the indicator, the system displays the quotation document in change mode.

  1. In the overview screen, you can, among other things:

  • Manually change the prices determined using pricing for the material

  • Enter a validity date for the quotation

Result

  • The system uses the Dynamic Item Processor (DIP) to summarize the costs planned in the WBS element into dynamic items. When valuing the dynamic items, the system takes account of the conditions and prices stored in SD.

Note Note

If there is a quantity for the material in the DIP profile, the quantity for the material from project planning cannot be determined unless the quantities are convertible.

End of the note.

Price determination using the DIP is based on project planning. It does not include the overall costs planned in hierarchy planning for the WBS element.

  • The currency for the individual items in the dynamic item processor is taken over from the CO document (object currency) or customer master record (transaction currency).

Choose Start of the navigation path Extras Next navigation step Settings End of the navigation path to stipulate which is relevant for the individual objects - the controlling area currency, object currency, or transaction currency.

Translation into the SD currency is at the rate obtaining on the price date named in the inquiry.

Note Note

If the customer currency changes, the amount is not translated until you access the sales pricing and save it again.

End of the note.

  • The system generates a quotation for the project in SD. The system includes the link between the inquiry and the project in the quotation.

  • If you so stipulate in the IMG, the system records the quotation value as planned revenue in the relevant billing element. However, if you have maintained a billing plan for the WBS element, the system only updates the planned revenues from the billing plan to the project. Any values already recorded from the SD document are deleted.

See also: Updating Planned Revenues .