You can record activities and data belonging to the presales period in the system using inquiries and quotations.
For example, an inquiry is created when a customer requests information about products or services.
As a vendor, you answer the customer's inquiry with a quotation . The quotation to a purchasing organization defines the delivery of materials or the performance of services under the conditions stipulated. The quotation is binding for the vendor for a particular period of time. You can create a quotation for a service order with or without a service product . For more information on the different scenarios in quotation creation in Customer Service, see Quotation Creation Scenarios (CS) .
On acceptance of the quotation, you can bill the customer according to the prices stipulated in the quotation (flat rate billing) or using resource-related billing for the services that were performed, or for the materials that were delivered. For more information about billing, see Billing (CS) .
In the component
Customer Service
(CS), you create quotations using the sales pricing function. In sales pricing, the system condenses information into so-called
dynamic items
.
For more information on the prerequisites, see Quotation Creation Process (CS) .
Settings in Customizing
Function |
Menu path |
Maintain DIP profile |
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Maintain sets for DIP profile |
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