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Object documentationForwarding Quotation Locate this document in the navigation structure

 

Quotation from a carrier or logistics service provider to an ordering party with respect to the transportation of goods, which contains information about the price and further conditions regarding the transportation services.

 

In SAP Transportation Management (SAP TM), the business document of the forwarding quotation serves to help the ordering party send the data of a potential forwarding order with the quotation price. When the ordering party places the order, you can then create a forwarding order in relation to the quotation.

Based on the forwarding quotation, you can have the system determine and define the route and calculate the transportation charges.

Structure

The forwarding quotation has a similar structure as the forwarding order, since it is the basis for the eventual forwarding order (see Forwarding Order). In addition, you can enter the following data:

  • Validity Scope for the Quotation

    When creating the forwarding order based on this quotation, the system checks whether the quotation is still valid.

  • Quotation Price

    Here you can enter a total price for the quotation, without specifying the transportation charges in detail. If you specify transportation charges, the system displays the total here in addition.

Status of the Forwarding Quotation

The statuses of the forwarding quotation represent for the most part those of the forwarding order. Only the values of the life cycle status that are described below differ from those of the forwarding order. The statuses for executing, planning, and confirming do not apply for the forwarding quotation.

Life Cycle Status

Status

Name

New

The forwarding quotation was newly created and not yet sent.

Not Transferred

The forwarding quotation that was already sent to the ordering party was changed. The changes were not yet sent.

Transferred

The forwarding quotation was sent to the ordering party.

Canceled

The forwarding quotation was canceled.

Locking the Forwarding Quotation

In addition to the forwarding order statuses described above, the system displays the locking status for this quotation. You can set the lock manually or have the system set it automatically. The system sets automatic locks when executing the approval workflow or during the dangerous goods check, for example. The reason for the lock is also displayed for the lock status. If you set the lock manually, you can use the value help to select the reason for the lock.

Integration

The business document for the forwarding quotation is integrated with the following business document in SAP TM:

  • Forwarding Order

    You can convert a forwarding quotation that you had sent to an ordering party and which was accepted by this ordering party, into a forwarding order, in other words, you create a forwarding order based on this quotation.