Author Rahul G Asai works with IBM in SAP Logistics Domain with 7+ years of experience & is a Consultant by profession (Engineer academically)& his management skills are honed further by devoting 2 years to MBA from IIT Kharagpur VGSoM.
Scope / Takeaway:
In course of Customer Service Implementation at one of the major Textile Machine Manufacturing Client in the Europe, there was a typical requirement to issue Quotations based on service requests of clients using CS Module. There is a material provided by SAP in the SAP Note in the form of 80 page PDF Document, but this post can be used as a reference guide along with quick screenshots to get good clarity with ease how the process of creating Quotations can be adopted from service orders.
DIP Profile for Quotation:
DIP profile is created as indicated below (it is a copy of PS000001, standard provided by SAP with many modifications as given in subsequent screenshots). Transaction code is ODP1-
Activate below characteristics (based on your business requirement as well) to capture the planned costs from the service order.
Page down & a look at other characteristics as well-
Last set of characteristics as indicated below-
Come to Source Tab on the left. Select Planned Cost if business would want to pull the value into the Qutation based on planned costs in the Service Order.
Add any set name (using GS01) if there are any constraints on particular parameters to pull the costs from restricted sources-
Come to Material Determination, Put in the material code in the 2nd row as indicated below with Material Direct indicator active if all the components in the service orders are to be transferred to Quotations with their respective cost.
Enter the SET name as indicated below if particular cost elements only are to be used for transferring the costs.
Select a default generic set as indicated below for all the components from the service order.
Quotation from Service Order Process:
Service Order Creation:
With above customization of DIP Profile for Quotation, let’s see how we use it at business transaction level.
First, we create the service order using IW31 transaction as indicated below. We put in the Operation & hours respectively as indicated-
Put the components as well in the component tab if components are involved in repair process-
Check the planned cost of operations & components which would later be transferred into Quotation-
Make sure the DIP profile is assigned through customizing / manually in the control tab-
Come to DP80 Transaction & enter the service order as indicated-
Check the cost flown from service order & hit the Quotation button as indicated-
Confirm the quotation creation-
This will generate the Quotation-