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-
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.
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.
Select a default generic set as indicated below for all the components from the service order.
Quotation from Service Order Process:
Service Order Creation:
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-
Check the cost flown from service order & hit the Quotation button as indicated-
Confirm the quotation creation-
This will generate the Quotation-