| Sales quotation procedureTo specify and process sales quotations: Step 1. Sales Quotation (tdsls1600m000)Specify a sales quotation header and lines in the Sales Quotation (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)Print the sales quotation in the Print Sales Quotations (tdsls1401m000) session and send it to the business partner
for review. This document includes the price and conditions for delivering the
required goods. Additional copies can be printed for filing. Step 3. Sales Quotation Results (tdsls1101s100)Specify the business partner’s response to the quotation 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 specify 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, you can
generate a sales order from the submitted quotation line in the Process Sales Quotations (tdsls1200m000) session. Additional sales quotation processes A number of processes do not always occur in the sales quotation
procedure, but can be used optionally. These are the following processes: Retrieving material prices Configuring product variants Checking ATP and CTP You can carry out an available-to-promise (ATP) and capable-to-promise (CTP) check for the
quotation. This is executed automatically if, in the Planning Parameters (cprpd0100m000) session, the CTP Check for Sales check box is selected and one of the Inventory Check during Quotation Line Entry, Inventory Check during Confirmation, or Inventory Check during Processing parameters are Yes or Time-Phased in the Sales Quotation Parameters (tdsls0100s100) session. 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 is displayed during quotation line entry,
confirmation, or processing.
Offering an alternative You can 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 has the same position number as the primary quotation line, but the
sequence number is increased by one. Creating sales quotations from a catalog You can create a new sales quotation based on a catalog. Copying BOM components to a sales quotation You can 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. Pegging project costs for a quotation line If project pegging is mandatory for the item on the sales
quotation line, a peg must be specified in the Sales Quotation Lines (tdsls1501m000) session. Printing and reviewing sales quotations You can print and review sales quotations in the Preview Sales Quotation (tdsls1401m200), Print Sales Quotations (tdsls1419m000), and Print Sales Quotation Lines (tdsls1420m000) sessions. Deleting sales quotations You can delete (processed) sales quotations in the Delete Sales Quotations (tdsls1210m000) session.
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