SQU - Sales Quote
Meta Process
This process describes the creation of quotes as the basis for a sales order. Sales quotes support the sales process by creating a still non-binding document that can become a binding order through further processing. The sales quote also forms the basis for the EDI item master data export by means of PRICAT.
graph LR; %% Nodes A(SQU<br>Sales Quote) B(SQU-0010<br>Create quote header) C(SQU-0020<br>Add quote lines) D(SQU-0030<br>Edit quote) E(SQU-0040<br>Check availability) F(SQU-0050<br>Create order) %% Flow A -.- B linkStyle 0 stroke:#ffffff B ==> C C ==> D D ==> E E ==> F %% Classes class A btProcessTitle class B,C,D,E,F btProcessActive
SQU-0010 - Create quote header
The sales quote is created and the header data is entered. The quote header is filled, analogously to the sales order, with the customer and further framework parameters such as order season and delivery period. Specifying the customer results in further conditions such as payment and delivery terms, price group, as well as language and currency. By assigning it to a campaign, the quote can be linked to a marketing activity. To support entry, a document can be copied from an existing sales document.
SQU-0020 - Add quote lines
The lines can be added manually, via a scan function, or by matrix entry. The lines can also be copied from another sales document. Conditions such as prices and discounts are taken from customer or item master data. The lines can contain specific items as well as resources or value entries in the form of general ledger accounts. For lines of type item, colour and size information can be recorded. This is done via the entry matrix, manual entry of the information in the quote line, or direct capture of the EAN.
SQU-0030 - Edit quote
Generated lines can be edited. Quantities, prices, discounts, and so on can be adjusted. The quote can be printed or sent by email.
Outgoing processes:
SQU-0040 - Check availability
Before a sales order is created from the quote, the availability of stock is checked depending on the selected order type, for example immediate order.
SQU-0050 - Create order
Once the customer confirms, the sales quote is transferred into an order. The conditions negotiated beforehand are transferred to the order. A customer can also be created. Another function is the creation of tasks in Marketing.
Outgoing processes:
Instances
SQU-MAN - Manual Sales Quote
This process describes the manual creation of quotes.
graph LR; %% Nodes A(SQU-MAN<br>Manual Sales Quote) B(SQU-MAN-0010<br>Create quote header) C(SQU-MAN-0020<br>Add quote lines) D(SQU-MAN-0030<br>Edit quote) E(SQU-MAN-0040<br>Check availability) F(SQU-MAN-0050<br>Create order) %% Flow A -.- B linkStyle 0 stroke:#ffffff B ==> C C ==> D D ==> E E ==> F %% Classes class A btProcessTitle class B,C,D,E,F btProcessActive
SQU-MAN-0010 - Create quote header
The sales quote is created and the header data is entered. The quote header is filled, analogously to the sales order, with the customer and further framework parameters such as order season and delivery period. Specifying the customer results in further conditions such as payment and delivery terms, price group, as well as language and currency. By assigning it to a campaign, the quote can be linked to a marketing activity. To support entry, a document can be copied from an existing sales document.
SQU-MAN-0020 - Add quote lines
The lines can be added manually, via a scan function, or by matrix entry. The lines can also be copied from another sales document. Conditions such as prices and discounts are taken from customer or item master data. The lines can contain specific items as well as resources or value entries in the form of general ledger accounts. For lines of type item, colour and size information can be recorded. This is done via the entry matrix, manual entry of the information in the quote line, or direct capture of the EAN.
SQU-MAN-0030 - Edit quote
Generated lines can be edited. Quantities, prices, discounts, and so on can be adjusted. The quote can be printed or sent by email.
SQU-MAN-0040 - Check availability
Before a sales order is created from the quote, the availability of stock is checked depending on the selected order type, for example immediate order.
SQU-MAN-0050 - Create order
Once the customer confirms, the sales quote is transferred into an order. The conditions negotiated beforehand are transferred to the order. A customer can also be created. Another function is the creation of tasks in Marketing.
Outgoing processes:
SQU-PRI - PRICAT Sales Quote
This process describes the creation of quotes for the purpose of generating PRICATs.
graph LR; %% Nodes A(SQU-PRI<br>PRICAT Sales Quote) B(SQU-PRI-0010<br>Create quote header) C(SQU-PRI-0020<br>Add quote lines) D(SQU-PRI-0030<br>Edit quote) E(SQU-PRI-0040<br>Check availability) F(SQU-PRI-0050<br>Create order) %% Flow A -.- B linkStyle 0 stroke:#ffffff B ==> C C ==> D D ==> E E ==> F %% Classes class A btProcessTitle class B,C,D btProcessActive class E,F btProcessInactive
SQU-PRI-0010 - Create quote header
The sales quote is created and the header data is entered. The quote header is filled, analogously to the sales order, with the customer and further framework parameters such as order season and delivery period. Specifying the customer results in further conditions such as payment and delivery terms, price group, as well as language and currency. By assigning it to a campaign, the quote can be linked to a marketing activity. To support entry, a document can be copied from an existing sales document.
SQU-PRI-0020 - Add quote lines
The lines can be added manually, via a scan function, or by matrix entry. The lines can also be copied from another sales document. Conditions such as prices and discounts are taken from customer or item master data. The lines can contain specific items as well as resources or value entries in the form of general ledger accounts. For lines of type item, colour and size information can be recorded. This is done via the entry matrix, manual entry of the information in the quote line, or direct capture of the EAN. Using the function “Create PRICAT catalog”, the item master data to be exported can be fetched via a filter function. Using “Suggest items for PRICAT”, the item master data to be exported can also be derived from posted entries.
SQU-PRI-0030 - Edit quote
Generated lines can be edited, printed, or sent by email. The function “Create OUT PRICAT” generates the EDI message.
Outgoing processes:
Links