Solution quotation enables you to offer solutions to your customers by creating quotations for combinations of different types of products (services and tangible products). These combinations of products are modeled as product bundles in your master data. After the solution quotation accepted, the follow-up transactions such as sales order, service order, service contract is created automatically.
Solution quotation has been carried out in 1809 and improved in 1809 FSP1 and 1909.
Scenarios & UIs
An overview of the current solution quotation scenario is shown in below picture:
In above picture, you can sell a set of products with different types. For example, the notebook itself and the operation system are sold as a sales item, the installation service is sold as a service, and you can also add a supporting contract, or a subscription to your quotation. This is supported via some customizing entries about the item category and its determination. You can also control the price of one product, to assign a different (lower or higher) price when it is added into specific bundle.
A typical scenario would be like this:
- The user creates product bundle according to their own product structure. (optional)
- Create the solution quotation and input the products or product bundles (if have).
if a product bundle has been input, it will be exploded according to the data stores in bundle master data.
- After checking the details information, release the solution quotation.
- Confirm with the customer, then accept the solution quotation by clicking the “accept” button.
- The follow-up transactions will be generated based on the system settings:
- Service Order
- Service Contract
- Sales Order
- Subscription Contract
- Process the execution of the individual follow-up transactions. E.g.:
- Service: Execution
- Sales: Delivery
- Process the billing, invoicing, accounting for the individual transactions.
To create or change a solution quotation, you will need the business role: S4C_SRV_PRO – Service Professional
After opened the WebClientUI, go to “Service Orders”->” Service Order Quotation(s)”.
In the pop-up screen, select the transaction type (SRVP) to create your solution quotation.
Enable product bundles
Product bundles is carried out in S/4HANA 1809 and is also available in 1909.
In solution quotation, you can use the “Higher level item number” to manually build the hierarchy of your items, but product bundle can provide more. If you enable the bundle support in your solution quotation, bundle will be exploded automatically when you input it in the item. In the bundle master data, you can input the validity period of a bundle component, define the prerequisite product or even assign your own BRF+ functions to control whether this component will be exploded.
For details you can follow this link which is introduce the product bundle concept.
Here is some of customizing entries related to the solution quotation.
The SAP delivered transaction type of solution quotation is “SRVP” which is defined in this path: IMG->Service->Transactions->Basic Settings->Define Transaction Types
You can refer to the settings in it and check the related customizing entries. For example, partner determine procedure, action profile, and so on.
For item categories, the delivered item category for solution quotation are as below:
- SRQP – Service Item
- SRQM – Service Part Item
- SRQS – Sales item
- SCNP – Service Contract item
- SRQE – Expense item
- SRES – Sales item external configurator
- PRQP – Subscription item
- PRQF – Subscription One Off
The item category determination is also there for reference:
Actions to generate the follow-up
When clicking the accept button, the follow-up transactions are generated. This is implemented using the actions.
The used action profile name of solution quotation is SERVICE_QUOTATION_PROD_PKG.
In the action profile, several actions are defined and implemented. (IMG->Service->Basic Functions->Actions->Actions in Transaction->Change actions and conditions)
Please note that, some of the actions are passing the target document’s transaction type as the processing parameters, if you’re copying the transaction types to your own, you need to also change it in the “Processing parameters” in the “Processing types” view.
To create the individual follow-up documents, the related copying control settings are delivered in the path: IMG->Service->Transactions->Basic Settings->Copying control for business transactions
You can refer to the entries by filtering with the transaction type and item category we mentioned earlier.
A model pricing procedure has been delivered for solution quotation; the name of the pricing procedure is: A17019. (IMG->Sales and Distribution->Basic Functions->Pricing->Pricing Control->Define and Assign Pricing Procedures)
In solution quotation, both one-time payment and recurring price are supported, because you may have one-time order such as sales/service order and recurring order such as contract/subscription orders together. So, in the pricing procedure, it has been divided into two parts, one is for the one-time payment, the other one is for recurring payment. The bundle price (PSPB) is also available for one-time price, and the variant price (VA00/VASE) are available on both one-time and recurring cases.
An ODATA API for solution quotation has been delivered, to use the ODATA service, you need to add the service via “Activate and Maintain Services” (t-code:/IWFND/MAINT_SERVICE). The external service name is “API_BUS_SOLUTION_QUOTATION_SRV”.
For details of the API, please refer to the SAP help which will be published in help.sap.com once the 1909 version is available.
Until now, you may got an overview of the features about solution quotation. Considering your use case, you can decide to enable some of the features for your order or quotation, as it is mostly are configurable by the customizing. You can copy the standard customizing entries and make some adjustment on it or change some logic implemented to meet your requirements. Start to try and enjoy it!