Overview Trigger:
Customer communicates a need for information about a product or service.
Business Process Description Overview
This document describes the process for creating a sales inquiry. An inquiry is the first step in the order cycle and allows for faster
entry and storage of sales related information used for sales order processing. Inquiries can be entered from scratch or
can be copied from previously enter inquiries. Information on an inquiry can be copied into subsequent sales documents such as a quotation or a sales order. This is not a legally binding document.
Input - Required Fields Field Value / Comments
Inquiry Type „Inquiry‟ is the only inquiry type that comes with the pre-configured system. If other inquiry types are needed, the system administrator must be advised.
Sales organization An organizational unit that is responsible for the sale of certain products and services.
Distribution Channel The way in which products and services reach the customer.
Division A way of grouping products, materials, and services.
Sold-to party The customer who orders the goods or services.
Material This field is optional, however, without it the inquiry has no basis for further SD documents and is merely a skeletal document.
Output - Results Comments
End User Manual
Title: Create Quotation
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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Creation of a customer
inquiry document Refer to document „Display an Inquiry‟ for verification
End User Manual
Title: Create Quotation
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 and distribution Sales Inquiry Create
Via Transaction Code VA11
On screen “Create Inquiry: 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 Inquiry
Type 2 char code used to define the type of document to create and determine the kind and sequence of screens to be used.
R Enter „Inquiry‟
Sales 4 char identifier of an R
End User Manual
Title: Create Quotation
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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organiza
tion organizational unit responsible for sales of a specific product or service
Distribut ion Channel
2 char identifier for the method in which a product reaches customers
R
Division 2 char identifier used to group products or services.
R
Sales
office 4 char identifier for a physical location with responsibility for sales of specific product(s) or service(s) within a given geographic area.
R
Sales
group 4 char identifier for a group of sales people within a sales office responsible for
specific areas of sales processing for a
product(s) or service(s).
O
Press ENTER key Alternately, click on the green
check mark ( NOTE: On above table, in column “R/O/C”; “R” = Required, “O”
= Optional, “C” = Conditional )
On screen “Create Inquiry: Overview”, enter the information in the fields as specified in the table below:
End User Manual
Title: Create Quotation
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 114 of 252
End User Manual
Title: Create Quotation
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 115 of 252
End User Manual
Title: Create Quotation
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 116 of 252
Field
Name Description R/O/
C User Action and Values Comments Sold-to
party Number of the customer for whom the inquiry is created
R
Ship-to
Party The party who
receives the delivery of the goods
O
Purchas e Order Number
Number customer uses to uniquely identify a purchasing document
O
PO date The that appears on the customer‟s purchase order
O
Valid
from Date this inquiry goes
into effect O Today‟s
date defaults
End User Manual
Title: Create Quotation
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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Valid to Date this inquiry
ceases to be in effect O Req.Deli
v.date Date customer
requests delivery O Enter if
availability is an issue Material Number of the
material the inquiry is based on
O
Quantity Amount of material the customer is inquiring about
O
If entry of additional information is desired, use the following menu paths:
o Bus.Data: Goto Header Sales
Displays screen “Create Inquiry: Header Data” (Sales Tab) Allows for entry of order header data such as document date, price date, currency and rate, order reason, etc.
o Partner: Goto Header Partners
Displays screen “Create Inquiry: Header Data” (Partners Tab) Allows for entry of new partner data
o Bus.Data: Goto Item Sales A (or selected area of interest)
Displays screen “Create Inquiry: Item Data” (Sales A Tab) Allows for entry of Billing data, Shipping data and Sales data such as payment terms, billing block, shipping point, route, etc.
o Schedule line: Goto Item Schedule Lines
Displays screen “Create Inquiry: Item Data” (Schedule Lines Tab) Allows for entry of quantities and delivery dates for each item
End User Manual
Title: Create Quotation
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 118 of 252
o Pricing: Goto Item Conditions
Displays screen “Create Inquiry: Item Data”
(Pricing Tab)
Lists existing condition records for item and/or customer and allows for manual entry of new pricing
o Save the inquiry. (Click on „Save‟ icon, or „Ctrl +S‟)
Message “Inquiry (Inquiry no.) is saved” is displayed in the status bar at bottom of screen.
Exit Inquiry processing. (Click on yellow up-facing arrow icon, or Shift-F3)
End User Manual
Title: Create Quotation
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 119 of 252