Function: Quotation management

In this function, the user can enter a sales quotation. This function can be based on a request for quotation. In addition, you can perform a credit check before the quotation is entered, generated, and controlled for a customer or a range of customers. Quotations are fully documented proposals for agreements in regard to terms of delivery, quality, prices, and discounts. Additionally, quotations and returned quotations can be evaluated (ranked) by a set of subjective and objective criteria. After the quotation is sent to the customer, the quotation can be rejected or result in a sales contract or a sales order.

Process: Manage sales quotation (STA, PRE) (MSL04a)

In this function, the user can enter a sales quotation. After the quotation is sent to the customer, the quotation can be rejected or can result in a sales contract or a sales order. You can create sales quotations for standard items or configured items. As soon as the customer accepts the quotation, the quotation can be copied into a sales order or sales contract.

Assumptions

The scope is the creation of a quotation based on standard information.

Based on this, the company ranks the customer and checks the predefined criteria to see whether this customer represents a good opportunity to do business.

The user must take the following steps:

  1. Register the request: fill quotation header.
  2. Configuration: check whether the required item exists. Either an existing item is entered in the quotation with or without a BOM, or an item must be configured, for example, a computer with a different mouse, different keyboard, and different screen, or a car with different options.
  3. Price check/determination: Check/determine the price. Usually a price book exists for base items, standard items, and standard options.

  4. ATP Check: Check the available products/options. If unavailable, when can the product or option be scheduled in the production planning? For exceptional orders (high volume), separate material checks can be required before a definite delivery date can be provided to the customer.

    Other product options must possibly be checked to provide alternatives for various delivery dates/prices.

  5. Soft Allocation: Check the soft allocation. As a result, products can be reserved in stock or reserved for production. The prospect is given a response time for which the supplied quotation is valid. After this period, the quotation is no longer valid and the allocation will be removed.

Assumptions:

  • Sales quotations can be created for standard items or configured items. As soon as the customer accepts the quotation, you can copy the quotation into a sales order or sales contract.
  • The scope is the creation of a quotation based on standard information. Based on this information, the company will rank the customer and check the predefined criteria to see whether this customer represents a good opportunity to do business with.

IT support:

  • LN Order Management, Sales Control, Sales Order Maintenance, Delivery Management functions
Process: Manage sales quotation (SPE) (code: MSL04b)

The objective of this process is to monitor a request for quotation, from sending the final quotation to the customer, until the customer’ s reply. When the quotation is accepted, a sales order will follow. For customer-specific items of typology Specific, a quotation can be created based on a request for a quotation, sent by the customer. First, an initial quotation is created, based on which a total quotation can be created at a later stage. After approval, the quotation can be printed and sent to the customer.

Assumptions:

  • The scope of this process is limited for the Specified typology.
  • The discriminating factor that makes this process contract-driven is the possibility to use the product configuration and to create a project (budget, calculation for a customer specific item).
  • The scope is the first entry and initial reply to a request for quotation based on customer specific items.

IT support:

  • LN Order Management, Sales Control, Sales Quotations
Process: Enter service quotation (order) (code: MSL04e)

The objective of this process is to create quotations for framework contract or specific jobs. After you enter the quotation details for the various customer configurations with its specific warranty coverage, you can calculate the prices and approve the quotations.

Assumptions:

  • No assumptions apply in this case.

IT support:

  • LN Service Order Control
Process: Enter service quotation (contract) (code: MSL04f)

The objective of this process is to create quotations for framework contract. After you enter the quotation details for the various customer configurations with their specific warranty coverage, you can calculate the prices and approve the quotations.

Assumptions:

  • No assumptions apply in this case.

IT support:

  • LN Service Contract Management