How to use a product model in a sales quotation

Step 1. 

Open a sales quotation, or create a new one in the Sales Quotations (tdsls1500m000) session. Create a new quotation line for the generic item in the Sales Quotation Lines (tdsls1501m000) session.

Step 2. 

Zoom on the quotation line to the generic item that you want to configure. If you enter a generic item on the sales quotation line, the Product Configurator (tipcf5120m000) session can be started from which you can select the options and features desired by the customer. When you configure the product variant, the sales price is calculated and written to the quotation line. Save the product variant.

Step 3. 

If information about the sales price must be provided to the customer, the Print Sales Price Structure by Product Variant (tipcf5430m000) session can produce a report that shows the different price list lines.

Step 4. 

Select the quotation line, and click Generate Budget Structure from the appropriate menu to run the Generate (Budget PCS) Structure for Sales Quotations (tdsls1201m100) session. Before or after the generation of the product variant structure, print the quotation in the Print Sales Quotations (tdsls1401m000) session.

Step 5. 

If the sales order is converted to a sales order, you must copy the budget to a project if the order policy of the generic item is To Order. Note that copying a budget to a project is not necessary if the generic item is Anonymous.

If the generic item is To Order, carry out the following steps to copy the budget to a project:

Step 6. 

If you now want to convert the sales quotation to a sales order, select the quotation in the Sales Quotations (tdsls1500m000) session, and click Process Sales Quotations on the appropriate menu.