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Author's profile photo Jan Matthes
Jan Matthes
July 29, 2020 Less than a 1 minute read

Extended sales quote forecasting and predecessors for Cloud ERP SAP Business ByDesign

With release 20.08 of SAP Business ByDesign Cloud ERP marketing, sales and service employees can more flexibly analyze the sales forecast based on quotes and manually add a reference to presales and service documents.

This allows more accurate sales forecasting on sales quotes with our without quote versions and to depict the relation to presales and service documents in the document flow.

Here you can see how to exclude sales quote versions from the sales quote discount reports:

Here you can see how to manually add a predecessor document to a sales quote:

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      Author's profile photo David Thorne
      David Thorne

      Hi Jan

      Thanks for this.

      I have a quick question.  In the quote versions scenario:

      You can create a new quote version as a follow-up activity.  This new quote version is likely to be the version of the quote that the customer/prospect will want as the version is created to update quantities, add products and services, edit terms or pricing.

      Therefore, I'm more likely to want to report on the latest quote version in the forecast rather than the master quote.

      Yet the original sales quote remains the master and there appears to be no way to change this.  And there is no way, where there may be multiple versions, to specify the latest quote version as the one which is relevant for forecast.

      Am I missing something here?

      Thanks

      Dave

       

      Author's profile photo Jan Matthes
      Jan Matthes
      Blog Post Author

      Hi Dave,

      sorry for coming back to you so late but I had to put a bit o focus to the new ByD roadmap ;o) Yes, you are right the “master quote” is rather the initial one which was created as the starting point and there is no simple way to report only on the “most current” or “mostly likely to be signed”.

      So it requires a bit of house keeping by e.g. keeping the “master quote” to reflect the most likely scope which might be signed. All child quotes are versions which should be send out as proposals but also marked as “completed” with a “reason for rejection” as soon it gets clear that the customer will not sign them.

      Hope that puts it into perspective a bit. Stay healthy and all the best from Germany!

      Cheers

      Jan

      Reinhard Ernesto Herbst : Please add and correct if needed!