Overview Trigger:
Customer requests information on prices for a product.
Business Process Description Overview
This document describes the procedure required to create a quotation for a customer. A quotation is used to determine material, their quantities and prices and payment terms that are valid for a given sold-to customer during a specified time period. The customer can then place sales orders, or setup a contract, with reference to the quotation. This offer is a legal binding
document.
Input Required Fields Field Value/Comments
Quotation Type The sales document type you enter determines the kind and sequence of screens that follow.
Sold to Party Number of the customer for whom the quotation is created.
Material The number of the material that the quotation is based on
Quantity The amount of material the customer receives the quote about.
Output - Results Comments
Creation of a quotation
document Refer to Business Process Procedure „Display a Quotation‟, to verify this result.
Tips and Tricks
The Sales Area of am customer will automatically be brought into the sales order, so there is no need to enter these values in the initial Create
End User Manual
Title: Create Contract
Module: SD
Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010
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Quote screen. If the customer is assigned to more that one Sales Area a selection box will appear during the creation of the quote.
End User Manual
Title: Create Contract
Module: SD
Release: ECC 6.0 Created by: Utpal Mishra Created on: 11/11/2010
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Procedural Steps Access transaction by:
Via Menus Logistics Sales/Distribution Sales Quotation Create
Via Transaction Code VA21
Note: To create a quotation with reference, use the selections in the table below to copy in the desired information from the
customer’s inquiry.
On screen “Create 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 Commen ts
Quotatio
n Type The sales document type you enter determines the kind and sequence of
R You can choose the type of quote you would like to use by placing your
cursor in the field and
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screens that follow. clicking the drop-down arrow or by pressing F4.
Sales Organiz ation
4 char identifier of an independent unit that is responsible for sales processing of a product or product line
O This fields can also be defaulted from the user‟s parameters or left blank to be populated by the customer‟s sales area assignment.
Distribut ion Channel
2 char identifier of a means of getting a product to the customer
O This fields can also be defaulted from the user‟s parameters or left blank to be populated by the customer‟s sales area assignment.
Division 2 char identifier of a group of products or services
O This fields can also be defaulted from the user‟s parameters or left blank to be populated by the customer‟s sales area assignment.
Sales
Office 4 char identifier of a physical location (for example, a branch office) that has responsibility for the sale of certain
products or services within a given
geographical area.
O This fields can also be defaulted from the user‟s parameters or left blank to be populated by the customer‟s sales area assignment.
Sales
Group 3 char identifier of a group of sales people who are responsible for processing sales of certain products or services.
O This fields can also be defaulted from the user‟s parameters or left blank to be populated by the customer‟s sales area assignment.
Press ENTER key Alternat
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Title: Create Contract
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ely, click on the green check mark ( NOTE: On above table, in column “R/O/C”; “R” = Required, “O”
= Optional, “C” = Conditional )
1.3. On screen “Create Quotation: Overview”, enter the information in the fields as specified in the table below:
End User Manual
Title: Create Contract
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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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Field
Name Description R/O/
C User Action and Values Comments Quotatio
n Number of quotation. R Number is populated when the quotation is saved.
Net
Value Net Value of quotation. Will appear in „gray‟ and remained unchanged.
O When user enters material items within the quotation the net value is reflected.
Sold-to Customer you are
selling to. R Enter Customer number.
Ship-to Where items in quote will be shipped to.
R Populated when sold-to is entered.
PO Number Customer supplied
PO number. O Enter a PO number.
Valid
From Date on which quotation become effective.
O
Valid To Date on which O
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quotation becomes null and void.
Material
(s) Material Number of the product the customer is requesting a quotation for.
R Enter material number
Order
Quantity Amount of material the customer has Requested the quote for.
R Enter order quantity
Req.
Delivery Date
Date customer
requires delivery O System
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.
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Title: Create Contract
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(materials) changes are made here.
O Click on this tab to change information relevant to
procurement such as load dates, etc.
Shipping
(Tab) Shipping changes are
made here. O Click on this tab to change shipping information such complete deliveries and delivery blocks.
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
Press ENTER key Alternately, click on the green
check mark Change/Add Data
o If you want to change default data at the item level, mark the item(s) to be changed, then select the appropriate menu entry.
o If you want to enter additional information in the header, select the appropriate menu entry.
Save the quotation. (Click on the yellow file folder icon, or F-11)
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Message will be displayed confirming that the quotation has been saved and will
display system assigned quotation no.
If document is incomplete, dialog box will be displayed allowing the user to save the quotation as is or will „process data‟ which walks user through screens where additional data is required.
Exit Create Quotation processing. (Click on yellow up-facing arrow icon, or Shift-F3)
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 147 of 252