Sales quotation procedure

To create and process sales quotations:

Step 1. Sales Quotation (tdsls1600m000)

Specify a sales quotation header and lines in the Sales Quotation (tdsls1600m000) session. In this session, you can specify the most important information for a sales quotation and to process the quotation.

Step 2. Approve Sales Quotations (tdsls1211m000)

If the Approval Required check box is selected in the Sales Quotation Parameters (tdsls0100s100) session, sales quotation approval is mandatory in the sales quotation procedure.

Step 3. 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.

If the Approval Required check box is selected in the Sales Quotation Parameters (tdsls0100s100) session, the sales quotation must be approved before it can be formally printed, that is the status is set to Printed.

Step 4. 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 acceptance or rejection and the competitor who lost or won 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 5. 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.

Step 6. Sales Orders (tdsls4100m000)

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

Note: You can also complete the previous steps using the Sales Quotes (tdsls8310m000) 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
    If the Material Pricing in Sales check box is selected in the Material Price Parameters (tcmpr0100m000) session, after setting up the material pricing master data, LN can retrieve material price information and calculate material prices for a sales quotation line.
  • Configuring product variants
    You can configure a product variant for a generic item from the quotation line.
  • 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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