How to use a product model in a sales quotation

If the customer wants a sales quotation for a product that must be configured, you can use the product configurator to define the product variant from a sales quotation.

Carry out the following steps:

Step 1. 

Open a sales quotation, or create a new one in the Sales Quotations Overview (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 for Sales Quotations 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 quotation order is converted into a sales order, you must copy the budget to a project if the order policy of the generic item has the Customize set to Yes in the Items - Ordering (tcibd2100m000) session. Note that copying a budget to a project is not necessary if the generic item does not need to be customized.

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

  1. Select the quotation line in the Sales Quotation Lines (tdsls1501m000) session.
  2. Click Results in the appropriate menu. The Sales Quotation Results (tdsls1101s100) session is started.
  3. Zoom on the Project field, and select Copy Project.
  4. In the Copy Project (tipcs2210m000) session, select Single Project in the Target Project Type field, and click Copy.
Step 6. 

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

Related topics