Sales quotation procedure

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.

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.

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.

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.

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.

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.