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663: MTO Quotation Processing with Variant Pricing. SAP Best Practices. Purpose, Benefits, and Key Process Steps. Purpose This scenario describes a business process, which is typical for companies which are manufacturer s of products with variants Benefits - PowerPoint PPT Presentation
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663: MTO Quotation Processing with Variant Pricing
SAP Best Practices
© 2011 SAP AG. All rights reserved. 2
Purpose, Benefits, and Key Process Steps
Purpose This scenario describes a business process, which is typical for companies which are
manufacturers of products with variants
Benefits Quotation and referenced Follow-on Quotation make it possible to document the changes
during quotation process The quotation price is determined on the basis of the manufacturing costs of the quoted
product via variant conditions
© 2011 SAP AG. All rights reserved. 3
Required SAP Applications and Company Roles
SAP Applications Required Enhancement Package 5 for SAP ECC 6.0
Company Roles Involved in Process Flows• Sales Administrator
• Warehouse Clerk
• Engineering Specialist
Key Process Flows Covered• Creation of the quotation header of a configurable material
• Configuration of the configurable material using characteristic value assignments and dependencies for the specific specifications
• Output of the quotation document
• Creation of the follow-on quotation for technical changes
• Commercial changes in the follow-on quotation
• Sales Order derivation from the follow-on quotation
• Output of the order confirmation document
© 2011 SAP AG. All rights reserved. 4
Detailed Process Description
Make-to-Order Quotation Processing with Variant Pricing– Quotation processing is the first stage of the whole business process. In this scenario, the process is
demonstrated using a configurable material as an example
– The scenario is triggered when a written request for a quotation for a configurable materiel is received from a customer. A quotation is then created in the SAP system in response to the customer's RFQ. The customer requests a technical change and a follow-on quotation is created with reference to the original quotation
– The customer then requests a price change for which the follow-on quotation is adapted. Finally, the customer accepts the last follow-on quotation and a referenced sales order is created
© 2011 SAP AG. All rights reserved. 5
Process Flow DiagramMTO Quotation Processing with Variant Pricing
Sal
es
Adm
inis
tra
tor
Quotation HeaderCreate Follow-On
Quotation
Make Commercial Changes to Follow-
On Quotation
Derive Order from Follow-On Quotation
Eve
nt Customer
Request for Quotation
Customer Receives Order
Confirmation Document
Customer Request s Technical Change to Quotation
Customer Requests
Commercial Change to Quotation
Customer Accepts Latest
Quotation
Derive Order from Follow-On Quotation
Make-to-Order with Variant
Configuration and Assembly Processing
(664)
Output Order Confirmation Document
© 2011 SAP AG. All rights reserved. 6
Legend
MTO Quotation Processing with Variant Pricing Product Structure
F2000Finished Goods MTO VCConfigurable(KMAT-PD)
S21000
Semifin. Gds., Add’l Equipmt.(HALB-PD)
CP
S24000
Semifin. Gds., Power Supply(HALB- PD)
S22000
Semifin. Gds., Housing (HALB- PD)
S23000
Semifin. Gds., Main Assmb(HALB-PD)PAPA PA
D2000
Service Package
(DIEN)CPCPA
E
C C
R24002Raw Material ,PowSupp (High Power)100 – 130V 60Hz(ROH-PD)
R24001Raw Material ,PowSupp (Standard)100 – 130V 60Hz(ROH-PD)
R24003Raw Material ,PowSupp (Standard) 220 – 240V 50Hz(ROH-PD)
R24004Raw Material ,PowSupp (High Power)220 – 240V 50Hz(ROH-PD)
S23002Semifinished Goods,Basic Module extensib.(max. 4 Options)(HALB-PD)
S23001Semifinished Goods,Basic Module not extensible(HALB-PD)
S23003Semifinished Goods,Basic Module extensib.(4 Opti. + Equi Interface)(HALB-PD)
S23004Semifinished Goods,Additional Module Option A(HALB-PD)
S23005Semifinished Goods,Additional Module Option B(HALB-PD)
S23006Semifinished Goods,Additional Module Option C(HALB-PD)
S23007Semifinished Goods,Additional Module Option D(HALB-PD)
R22006Raw Material ,
Label Language 02
(ROH-PD)
R22005Raw Material ,
Label Language 01
(ROH-PD)
R22007Raw Material ,
Label Language 03
(ROH-PD)
R22002Raw Material ,
Housing L
(ROH-PD)
R22001Raw Material ,
Housing STD
(ROH-PD)
R22003Raw Material ,
Housing XL
(ROH-PD)
R22004Raw Material ,
Label Language 00
(ROH-PD)
K-Item Cat.Class: Color
S21003Semifinished Goods,
Equipment C
(HALB-PD)
S21004Semifinished Goods
Equipment D
(HALB-PD)
S21002Semifinished Goods,
Equipment B
(HALB-PD)
S21001Semifinished Goods,
Equipment A
(HALB-PD)
Class: YI_CL_N_COL (R20001-Color Code 01, R20002-Color Code 02, R20003-Color Code 03, R20004-Color Code 04)
PA Phantom AssemblyCP Conf’able with Cfg Prf.C Configurable
Equipment
Equipment when Item selected
SI Selectable Item (via Selection Condition)
SC Class Item (Selection via Class Node)
SC
© 2011 SAP AG. All rights reserved. 7
MTO Quotation Processing with Variant Pricing Valuation of Characteristics I
Valuation of characteristics of 1st level Configuration
F2000 (Finished Goods MTO Configurable)
Additional Options
Yes
No
Selectable Options
• Option A
• Option B
• Option C
• Option D
Documentation Language
DE
EN
ZH
Additional Equipment
Yes
No
F2000Finished Goods MTOConfigurable
(KMAT-PD)
Voltage [V]
100 – 130 V
220 – 240 V
Frequency [Hz]
50 Hz
60 Hz
Housing Color
color 01
color 02
color 03
color 04
Additional Services
Yes
No
Multiple Selection possibleMSP
MSP
Selectable Equipment
• Equipment A
• Equipment B
• Equipment C
• Equipment D
MSP
© 2011 SAP AG. All rights reserved. 8
MTO Quotation Processing with Variant Pricing Valuation of Characteristics II
Valuation of characteristics of 2nd level Configuration
D2000 (Service Package)
D2000Service Package
(DIEN)
Type of Service
8H support
24H support
Payment Method
Monthly
Quarterly
Yearly
© 2011 SAP AG. All rights reserved. 9
Char. 1.: Value 1 Value 2
Char. 2: Value 1 Value 2 Value 3
CLASS (Type: 300)
ObjectdependenciesObjectdependencies
ObjectDependenciesObjectDependencies
ObjectDependenciesObjectDependencies
RoutingRouting BOMBOM
Configurable MaterialConfigurable Material
Configuration ProfileConfiguration Profile
ObjectDependenciesObjectDependencies
MTO Quotation Processing with Variant Pricing Variant Configuration – Configuration Structure
© 2011 SAP AG. All rights reserved. 10
Original Quotation
Follow-on Quotation
Sales
Order
Follow-on Quotation
All data is copied over
All data is copied over
MTO Quotation Processing with Variant Pricing Copying the Quotation
© 2011 SAP AG. All rights reserved. 11
Pricing
Configuration
Customer:
Regular customer
First-time customer
Quantities
Customer-specific discounts
Manual price changes
MTO Quotation Processing with Variant Pricing Price Determination in the Quotation
© 2011 SAP AG. All rights reserved. 12
Configuration
Material: F2000
Characteristic Value Assignment
Selectable Options:
• Option A
• Option B (selected)
• Option C (selected)
• Option D (selected)
SD: Pricing
Material: F2000
Variant Conditions: VA00
Option B = 25 USD
Option C = 50 USD
Option D = 50 USD
Procedure for determining the correct condition record
MTO Quotation Processing with Variant Pricing Price Determination for Variant Conditions
© 2011 SAP AG. All rights reserved. 13
Symbol Description Usage Comments
Band: Identifies a user role, such as Accounts Payable Clerk or Sales Representative. This band can also identify an organization unit or group, rather than a specific role.
The other process flow symbols in this table go into these rows. You have as many rows as required to cover all of the roles in the scenario.
Role band contains tasks common to that role.
External Events: Contains events that start or end the scenario, or influence the course of events in the scenario.
Flow line (solid): Line indicates the normal sequence of steps and direction of flow in the scenario.Flow line (dashed): Line indicates flow to infrequently-used or conditional tasks in a scenario. Line can also lead to documents involved in the process flow.
Connects two tasks in a scenario process or a non-step event
Business Activity / Event: Identifies an action that either leads into or out of the scenario, or an outside Process that happens during the scenario
Does not correspond to a task step in the document
Unit Process: Identifies a task that is covered in a step-by-step manner in the scenario
Corresponds to a task step in the document
Process Reference: If the scenario references another scenario in total, put the scenario number and name here.
Corresponds to a task step in the document
Sub-Process Reference: If the scenario references another scenario in part, put the scenario number, name, and the step numbers from that scenario here
Corresponds to a task step in the document
Process Decision: Identifies a decision / branching point, signifying a choice to be made by the end user. Lines represent different choices emerging from different parts of the diamond.
Does not usually correspond to a task step in the document; Reflects a choice to be made after step execution
Legend
Symbol Description Usage Comments
To next / From last Diagram: Leads to the next / previous page of the Diagram
Flow chart continues on the next / previous page
Hardcopy / Document: Identifies a printed document, report, or form
Does not correspond to a task step in a document; instead, it is used to reflect a document generated by a task step; this shape does not have any outgoing flow lines
Financial Actuals: Indicates a financial posting document
Does not correspond to a task step in a document; instead, it is used to reflect a document generated by a task step; this shape does not have any outgoing flow lines
Budget Planning: Indicates a budget planning document
Does not correspond to a task step in a document; instead, it is used to reflect a document generated by a task step; this shape does not have any outgoing flow lines
Manual Process: Covers a task that is manually done
Does not generally correspond to a task step in a document; instead, it is used to reflect a task that is manually performed, such as unloading a truck in the warehouse, which affects the process flow.
Existing Version / Data: This block covers data that feeds in from an external process
Does not generally correspond to a task step in a document; instead, this shape reflects data coming from an external source; this step does not have any incoming flow lines
System Pass / Fail Decision: This block covers an automatic decision made by the software
Does not generally correspond to a task step in the document; instead it is used to reflect an automatic decision by the system that is made after a step has been executed.
Ext
erna
l to
SA
P
Business Activity / Event
Unit Process
Process Reference
Sub-Process
Reference
Process Decision
Diagram Connection
Financial Actuals
Budget Planning
Manual Process
Existing Version /
Data
System Pass/Fail Decision
<F
unct
ion>
Hardcopy / Document
© 2011 SAP AG. All rights reserved. 14
© 2011 SAP AG. All rights reserved
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