Overview Trigger:
Customer requires change to existing quotation or there was an entry error made during creation.
Business Process Description Overview
This document describes the procedure required to make changes to an existing quotation document.
Customer may request another material be added or a delivery date change, etc.
Input - Required Fields Field Value / Comments Quotation Number Enter existing quotation number.
Output - Results Comments
Changed/updated
quotation document Refer to Business Process Procedure „Display Quotation‟, to verify this result.
End User Manual
Title: Create Contract
Module: SD
Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010
Last changed on: Last changed by: Version: 0 Page:
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Procedural Steps Access transaction by:
Via Menus Logistics Sales/Distribution Sales Quotation Change
Via Transaction Code VA22
On screen “Change Quotation: Initial screen”, enter the information in the fields as specified in the table below:
Field
Name Description R/O/
C User Action and Values Comments Quotatio
n
Number
Number of the quotation to be displayed.
R Enter quotation number, if known.
PO
Number, Sold-to and WBS
Additional fields used for selection if
quotation number is not readily known.
O Enter PO Number, Sold-to or WBS element.
End User Manual
Title: Create Contract
Module: SD
Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010
Last changed on: Last changed by: Version: 0 Page:
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element
Press Enter key Alternately, click on green
check mark ( NOTE: On above table, in column “R/O/C”; “R” = Required, “O” = Optional, “C” = Conditional )
On screen “Change Quotation Number: Overview”, enter the information in the fields as specified in the table below:
Adding One More Line Item –Site Supervision to existing Quotation
End User Manual
Title: Create Contract
Module: SD
Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010
Last changed on: Last changed by: Version: 0 Page:
12/9/2010 Utpal Mishra 150 of 252
End User Manual
Title: Create Contract
Module: SD
Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010
Last changed on: Last changed by: Version: 0 Page:
12/9/2010 Utpal Mishra 151 of 252
Field
Name Description R/O/
C User Action and Values Comments Quotatio
n Number of quotation
to be changed. R Quotation is brought over from initial selection screen.
Net
Value Net Value of quotation. Will appear in „gray‟ and remained unchanged.
O When user changes items within the
quotation the reflected change is made in net value.
Sold-to Customer number. R Quotation is made to a particular customer and will carry through from the initial screen.
Ship-to Where items in quote
will be shipped to. R Carried over from initial selection screen.
PO
Number Customer supplied
PO number. O Brought over from the quotation entered into the initial selection screen.
Valid
From Date on which quotation become effective.
O Brought over from the quotation entered into the initial selection screen.
Valid To Date on which quotation becomes null and void.
O Brought over from the quotation entered into the initial selection screen.
Material
(s) Material Number of the product the customer is requesting a quotation for.
R Brought over from the quotation entered into the initial selection screen.
Order
Quantity Amount of material the customer has Requested the quote for.
R Brought over from the quotation entered into the initial selection screen.
Req. Date customer O Brought over from the System
End User Manual
Title: Create Contract
Module: SD
Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010
Last changed on: Last changed by: Version: 0 Page:
12/9/2010 Utpal Mishra 152 of 252
Delivery
Date requires delivery. quotation entered into the initial selection screen.
default - current date Sales
(Tab) General Sales information can be changed here.
O Click on this tab to change information such as delivery date, incoterms and
billing/delivery blocks may be changed here.
Item Overvie w (Tab)
Use this area to delete/add items to the quotation. Some individual item
changes can be made here, but the Details Tab is better for individual item changes.
O
Item Details (Tab)
Individual item changes are made here.
O
Ordering Party (Tab)
Ordering Party changes are made here.
O Click on this tab to change information such as customer internal material number.
Reason for Rejectio n (Tab)
If quotation is rejected, the
rejection and reason are entered here.
O Click on this tab to change reason for rejection information such as delivery date, incoterms and
billing/delivery blocks may be changed here.
This
„closes‟ the quotation and further documents are unable to be
End User Manual
Title: Create Contract
Module: SD
Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010
Last changed on: Last changed by: Version: 0 Page:
12/9/2010 Utpal Mishra 153 of 252
If quotation number is unknown, use customer‟s PO number used to create the quote and/or the customer number.
If there are multiple quotes for the customer, a selection will be displayed for the user to choose from.
Use buttons: Availability, Pricing, Sched. Lines and Config to access detailed information on items within the quotation.
Save the changes. (Click on the yellow file folder icon, or Ctrl-S) Message will be displayed confirming that the changes have
been saved.
If data is missing, system will display dialog box indicating document is incomplete. This is a warning message. System will allow quotation to be saved as is or will walk user through data screens required to complete the quotation.
Exit Change Quotation processing. (Click on the yellow up-facing arrow icon)
End User Manual
Title: Create Contract
Module: SD
Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010
Last changed on: Last changed by: Version: 0 Page:
12/9/2010 Utpal Mishra 154 of 252