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 Quotation Creation (CS)

Use

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 .

Prerequisites

For more information on the prerequisites, see Quotation Creation Process (CS) .

Activities

Settings in Customizing

Function

Menu path

Maintain DIP profile

Start of the navigation path Plant Maintenance and Customer Service Next navigation step Maintenance and Service Processing Next navigation step Basic Settings Next navigation step Quotation Creation and Billing for Service Orders Next navigation step Profile for Quotation Creation, Billing, Results Analysis. End of the navigation path

Maintain sets for DIP profile

Start of the navigation path Enterprise Controlling Next navigation step Profit Center Accounting Next navigation step Tools Next navigation step Sets and Variables Next navigation step Maintain Sets End of the navigation path