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End User Training Manual
for
SAP SD – Sales and Distribution
Process Name: Quotation processing
Process No: TRF/O2C/1A
Control Copy No: TRF/O2C/1A/
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Doc Version Description Prepared by Date Reviewed by Approved by 00 Original Srinivas T
&Srinivas S 24.12.2009 Rajiv K Shukla &
Gautam Kumar
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Introduction
Enterprise Order to Cash process in TRF has the following business processes.
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For each of the above processes, a separate End User Training Manuals is available This document covers sl. No. 2 of the above list, that is Quotation Processing .
This End User Training manual on Quotation Processing consists of the
following sequence of sub-processes as listed in the Table of contents (next page)
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Overview of quotation .......................................................................................... 4�To Create Quotation-VA21 ................................................................................... 6�Changing the Quotation-VA22 ........................................................................... 18�Displaying the Quotation-VA23 ......................................................................... 19�List of seeing all the Quotations- VA25 ............................................................. 20�
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Overview of quotation Purpose The quotation is a sales document type that comes before the sales order and after an Inquiry. It is used as a proposed agreement of a price and quantity for a particular Material or service for a particular date. Most quotations have a validity date. The quotation can have pricing and schedule lines. It can have output assigned and Credit checks assigned. The quotation is useful in business processes to determine if the material will be available at the right time for the customer at the right price. Should the quotation be satisfactory, it may be copied into a sales order. Depending on the customizing entries, you can copy the pricing elements and the header data, as well as the item, material, and order quantities into the sales order. Ensure your quotation has sales document category B for quotations. I recommend you set all document types relevant to read the customer material information record so set the Indicator to “read info record.” The screen sequence group can be set at AG, which is SAP Standard for quotations. The transaction group should be set as 2. It is also recommended you set a value for the quotation messages option. This will read the item level or header level to indicate to the user when he is creating a new quotation that an open quotation already exists for the customer if set at header level, or an open Quotation already exists for the customer and material if set at item level. Do not forget to set the item category determination and schedule line category determination as well as the copy control rules—for example, from a quotation to a sale order. The standard item category used in quotations is AGN Note: Quotation document will have header data and Item data
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TRF- ORDER TO CASH SALES PROCESS (O2C)
Schedule Agreement / Annual Contract /Purchase Order
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To Create Quotation-VA21 Enter the tcode-VA21 in Sap Easy Access Next screen appears as
TRF uses the following quotation document types mentioned below based on Business scenario Product Quotation Project Quotation Service Quotation Spares Quotation ARC Quotation Etc. In the next screen Quotation type as EQ00 (For BMHE quotation) Use SQ00 (BMHS) & PQ00 (P&YE) Sales Organization-1000- TRF Sales Org Distribution Channel-10- Domestic/Direct Division-10- Power
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Next press screen appears as
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Input the required fields Sold-to party number, Material number, Order quantity, Purchase order number, required delivery date ,purchase order date. Note by default it will go to item overview tab: All these fields are field’s mandatory fields in Item overview tab. Based on these inputs all other line item details will be taken automatically from configuration settings
Now press next screen appears as
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Now go to Sales tab Enter the fields Payment terms, Inco terms which are mandatory fields in Sales tab
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Now go to header data –select sales tab
Next screen appears as
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Now enter the values for the fields in sales tab (Mandatory). Sales group- A group of sales people who are responsible for processing sales of Certain products or services. Usage- Defines how the material is used. The usage defines the conditions under which a material is sold. It can be entered at item or header level. Entries made at header level are Valid for all items. The same material, but with different uses, can be sold to the same Customer in separate items or orders. Version-The version number in the sales document header specifies the Engineering status of the sales document. It is the number of the Version last used to update the data. You can maintain the field manually. Next screen appears as
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Now go to Order Data tab in header data And enter the value for the field purchase Order type Screen appears as
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Next go to partners tab in header data Enter the values for the field Employee responsible Screen appears as
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Next go to additional data A tab in Header data Enter the value for the field Customer group 1 Customer group1 use- Specifies a customer-defined group of customers. You can define up to five different groups of customers, according to the needs of your organization. You specify the groups in the customer master record under "Additional data". If you assign a particular customer to one or more groups, the system automatically displays the groups in the header data of corresponding sales orders. Screen appears as
Now press
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Next We can see that quotation is created with number 1110000027.
Quotation created with the number 1110000027.
Quotation number 1110000027.
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Changing the Quotation-VA22 If any changes required for quotation document Enter Tcode-VA22 Next screen appears
Next press Screen appears as
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Here based on the requirement we can change the required fields corresponding to particular tab It can be either header data or Item data depending upon the requirement.
Displaying the Quotation-VA23 Display the quotation document Enter Tcode-VA23 Next screen appears as
Next press Screen appears as
Note: Now we can only view the information in any tab.
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List of seeing all the Quotations- VA25 Now we are going to see, list of Quotations with respect to Sold-to party, material, Note: Open Quotations, All Quotations, My Quotations (These are the selection criteria’s) Enter the T.code-VA25
Next screen appears as
How to see, list of all Quotations with respect to Material, and selection criteria as Open Quotations Just enter material number which you want to see.
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Next Press screen appears as
Like these we can view for sold-to party wise also. Or we can also view exclusive of Sold-to party and Material. By only selecting Open Quotations, All Quotations, and My Quotations. End of document - TRF-SURE-EU TRG Manual (TRF/O2C/1A) – 002 Rev. 00
Material Number
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