Sales quotations - additional processes

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 set to 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.

Configuring product variants

You can configure a product variant for a generic item from the quotation line.

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.

Creating sales quotations from a catalog

You can create a new sales quotation based on a catalog.

Deleting sales quotations

You can delete (processed) sales quotations in the Archive/Delete Sales Quotations (tdsls1210m000) session.

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.

Linking price stages

You can specify and update price stages for sales quotation lines. When processing a quotation to a sales order, the price stage is copied from the quotation line to the sales order line. Sales order lines can be blocked because of the price stage.

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.

Retrieving material prices

If the Material Pricing in Sales check box is selected in the Material Price Parameters (tcmpr0100m000) session and the material pricing master data is specified, LN can retrieve material price information and calculate material prices for a sales quotation line.

Specifying after-sales services

You can specify the after-sales services that will apply to a sold item after delivery. When processing a quotation to a sales order, the after-sales service data is copied from the sales quotation to the sales order.