Sales quotation procedure

Specifying and processing sales quotations

To specify and process sales quotations, complete the following steps:

Step 1. Sales Quotation - Lines (tdsls1600m000)

You can enter a sales quotation header and sales quotation lines on one screen in the Sales Quotation - Lines (tdsls1600m000) session. This session enables you to quickly enter the most important information for a sales quotation and to process the quotation.

Step 2. Print Sales Quotations (tdsls1401m000)

After the sales quotation is created, you can print it in the Print Sales Quotations (tdsls1401m000) session and send it to the business partner for review. This document contains the price and conditions for delivering the required goods. Additional copies can be printed for filing, as required.

Step 3. Sales Quotation Results (tdsls1101s100)

The business partner’s response to the quotation can be recorded in the Sales Quotation Results (tdsls1101s100) session. The business partner can either accept or reject the submitted quotation line. The reason for success or failure and the competitor who lost or obtained the quotation line can also be indicated in this session. This information can be important for future quotations.

You can use the Global Update of Sales Quotations (tdsls1205s000) session to enter results for the entire quotation, or for a group of quotations.

Step 4. Process Sales Quotations (tdsls1200m000)

If the business partner accepts a quotation line, it can be copied to a sales order. You can generate a sales order from the submitted quotation line in the Process Sales Quotations (tdsls1200m000) session.

Step 5. Sales Orders (tdsls4100m000)

You can maintain sales orders that are created from a quotation in the Sales Orders (tdsls4100m000) session.

Note

You can:

Configure a product variant for a generic item from the quotation line. For more information, refer to Product variants in Sales.
Carry out an available-to-promise (ATP) and capable-to-promise (CTP) check for the quotation. This is executed automatically if, in the EP Parameters (cprpd0100m000) session, the CTP Check for Sales check box is selected and, in the Sales Quotation Parameters (tdsls0100s100) session, one of the Invy Check during Quotation Line Entry, Inventory Check during Confirmation, or Invy Check during Processing parameters are set to Yes or Time-Phased. If the free available inventory (ATP) and additional critical components and capacities (CTP) are insufficient to fulfill the quotation line, you can, for instance, handle the shortage by means of a delivery schedule, which you can set up in the ATP Handling (cprrp4800m000) session. If you want to use the delivery schedule, you must manually update the schedule line.
You can start the ATP Handling (cprrp4800m000) session as follows:
- Manually, if you want to carry out offline ATP/CTP checks.
- Automatically, if it is defined as an automatic inventory shortage handling option for the order type.
- Manually, from the Inventory Shortage Menu (tdsls4830s000) that pops up during quotation line entry, confirmation, or processing. For more information, refer to Inventory shortage handling.
Offer a sold-to business partner more than one choice for a particular quotation. If you click Create Alternative on the appropriate menu of the Sales Quotation Lines (tdsls1501m000) session, you can create an alternative line. This line holds the same position number as the primary quotation line, but the sequence number increases by one.
Delete (processed) sales quotations in the Delete Sales Quotations (tdsls1210m000) session.
Create a new sales quotation based on a catalog. For details, refer to To use templates and catalogs in sales orders and quotations.
Use the Copy BOM Components to Sales Quotation (tdsls1812s000) session to copy bill of material components to a sales quotation. You must enter a manufactured item and the number of BOM levels to copy to the quotation. A sales quotation line is added for each position in the bill of material that does not contain another level of components.
Also print and review sales quotations in the Preview Sales Quotation (tdsls1401m200), Print Sales Quotations Overview (tdsls1419m000), and Print Sales Quotation Lines (tdsls1420m000) sessions.

Working with sales quotation (line) statuses

These statuses are used in the sales quotation procedure:

Sales quotation statuses
Sales quotation line statuses

Sales quotation statuses

You can use the status to keep track of a quotation and determine which steps can be carried out. A quotation can have the following statuses:

The status changes of a quotation
From status	To status	Session
-	Created	Sales Quotations (tdsls1500m000)
Created	Printed	Print Sales Quotations (tdsls1401m000)
Printed	Modified	Sales Quotations (tdsls1500m000)
Created, Printed, Modified	Processed	Process Sales Quotations (tdsls1200m000)

Sales quotation line statuses

The order of statuses for a sales quotation line is regulated. The status of a quotation line is checked before a step is carried out. After each step, the status is automatically updated. The following table shows the status changes of sales quotation lines.

The status changes of a quotation line
From status	To status	Session
-	Created	Sales Quotation Lines (tdsls1501m000)
Created	Confirmed	Sales Quotation Results (tdsls1101s100)
Created	Canceled	Sales Quotation Results (tdsls1101s100)
Created	Lost	Sales Quotation Results (tdsls1101s100)
Confirmed	Processed	Process Sales Quotations (tdsls1200m000)