Quotation Processing With Easy Cost Planning

SAP ECC 6.00

June 2008

English

E72: ETO – Quotation Processing with Easy Cost Planning

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Scenario Business Process Procedures

SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning

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Contents

1 Purpose................................................................................................................................................. 6

1.1 Process Flow.................................................................................................................................. 6

1.1.1 Process With Manual creation of Quotation – Variant 1..........................................................6

1.1.2 Process with Automatic creation of Quotation – Variant 2......................................................6

1.1.3 Use of Inquiry and automatic Quotation Creation – Variant 3.................................................7

2 Preliminary Steps.................................................................................................................................. 8

2.1 Uploading the Evaluation Role.......................................................................................................8

3 Business Process Procedure – Variant 1..............................................................................................9

3.1 Creating Quotation......................................................................................................................... 9

3.2 Managing Business Documents...................................................................................................11

3.3 Changing Quotation..................................................................................................................... 13

3.4 Rough Project Planning...............................................................................................................14

3.5 Project Scheduling....................................................................................................................... 15

3.6 Easy Cost Planning...................................................................................................................... 16

3.7 Transferring Calculation Result into Customer Quotation............................................................17

3.8 Creating Further Customer Quotation Versions...........................................................................19

3.9 Entering Times for Corresponding Project Elements...................................................................20

3.10 Approving Confirmation Data....................................................................................................21

3.11 Transferring Costs and Cost Controlling...................................................................................22

3.12 Analyzing the Quotation Versions.............................................................................................23

4 Business Process Procedure – Variant 2............................................................................................25

4.1 Create the Project........................................................................................................................ 26





4.6 Creating Quotation....................................................................................................................... 33



4.9 Entering Times for Corresponding Project Elements...................................................................36




5 Business Process Procedure – Variant 3............................................................................................41

5.1 Create an operative Project..........................................................................................................42

5.2 Creating Inquiry............................................................................................................................ 44





5.7 Creating Quotation....................................................................................................................... 50





5.10 Entering Times for Corresponding Project Elements................................................................55






ETO - Quot. Proc. with Easy Cost Planning

1 PurposeThis scenario describes quotation processing in an engineer-to-order. In this scenario, we assume that the customer delivers a detailed description of his/her request in a Word® file. Furthermore, we also assume that quotation processing for such complex requests is always similar. Many employees in the company are involved in quotation processing but only one person is the process owner. The process owner has to steer the whole process and is responsible for internal and external tasks, as well as for successfully handling the process with the customer as far as time and budget are concerned.

1.1 Process Flow

There are three alternative Process Flows:

1.1.1 Process with Manual creation of Quotation – Variant 1The first step in the scenario is entering the relevant information for the quotation. The prospective customer wishes to extend his/her production line and thus requests a robot route. Because of the high volume and costs involved, a credit limit check is required.

You have to enter a global item number in the quotation. When you save this quotation, a project with a network is automatically generated.

As the project owner, you use the project builder to detail the generated project structure with the corresponding network. You also connect the specifications provided by the prospective customer with the quotation or the WBS – element. In this way, each involved person can look at the requested details.

You then use the generated network to plan the different activities in a rough project plan. You adapt the standard network and the details to meet your requirements

After you have completed several activities, you are able to make a rough calculation. To do this, we have created a scheme for the Easy cost planning function. You can use Easy Cost Planning to define a specific surface for calculating complex plant requirements. We have installed a proposal for such a scheme, using characteristics from our requested robot route. For each characteristic, we defined a ‘mini item number’ with a set price. The result is transferred manually to the corresponding quotation.

Using a tool called Cross application time sheet (CATS), the members of the project team have to record the time they needed to complete their tasks directly on the corresponding WBS-element. Recording all the times enables you to recalculate the costs of the quotation

In most cases, further quotations are necessary before the customer accepts the proposal. For this reason, we use versions for the quotations. All the versions are linked together, so that you can analyze and compare the actions taken to secure the order.

1.1.2 Process with Automatic creation of Quotation – Variant 2The first step in the scenario is entering the relevant information for the quotation. The prospective customer wishes to extend his/her production line and thus requests a robot route. Because of the high volume and costs involved, a credit limit check is required.

As the project owner, you use the project builder to detail the generated project structure with the corresponding network based on standard template. You also connect the specifications provided by the prospective customer with the quotation or the WBS – element. In this way, each involved person can look at the requested details.



You then use the generated network to plan the different activities in a rough project plan. You adapt the standard network and the details to meet your requirements

After you have completed several activities, you are able to make a rough calculation. To do this, we have created a scheme for the Easy cost planning function. You can use Easy Cost Planning to define a specific surface for calculating complex plant requirements. We have installed a proposal for such a scheme, using characteristics from our requested robot route. For each characteristic, we defined a ‘mini item number’ with a set price. The result is transferred automatically to a quotation, which is created directly from Project Builder.



1.1.3 Use of Inquiry and automatic Quotation Creation – Variant 3The first step in the scenario is entering the relevant information in an Inquiry. The prospective customer wishes to extend his/her production line and thus requests a robot route. Because of the high volume and costs involved, a credit limit check is required.

You have to enter a global item number in the Inquiry.

As the project owner, you use the project builder to create a project structure based on a template and detail the generated project structure with the corresponding network. You also connect the specifications provided by the prospective customer with the quotation or the WBS – element. In this way, each involved person can look at the requested details.

You then use the copied network to plan the different activities in a rough project plan. You adapt the standard network and the details to meet your requirements

After you have completed several activities, you are able to make a rough calculation. To do this, we have created a scheme for the Easy cost planning function. You can use Easy Cost Planning to define a specific surface for calculating complex plant requirements. We have installed a proposal for such a scheme, using characteristics from our requested robot route. For each characteristic, we defined a ‘mini item number’ with a set price. The result is transferred automatically to a new quotation, either directly from Project Builder or based on an Inquiry..





2 Preliminary Steps

2.1 Uploading the Evaluation Role

UseBefore you can begin testing performing the steps described in the Business Process Procedure, you need to upload the evaluation role for this scenario and assign it to your user. An evaluation role enables you to comfortably access all transactions required for the business application testing.

Upload the following role:

Business Role Description

SAP_BPR_SALESPERSON-S Sales Administration

SAP_BPR_ENG_SPECIALIST_EX-S Engineering Specialist

SAP_BPR_EMPLOYEE-S Employee (Professional User)

SAP_BPR_PROJECTMANAGER-S Project Manager

SAP_BPR_CONTROLLER-K Enterprise Controller

SAP_BPR_SALESPERSON-E Sales Manager

ProcedureFor more information about uploading the evaluation role to the system and working with roles, see the Essential Information building block.



3 Business Process Procedure – Variant 1

3.1 Creating Quotation

UseThis is the first system entry you make for the customer request. Alternatively, you can create the quotation with reference to an existing request for quotation.

PrerequisitesThe prospective customer’s specification documents are available as a file and the relevant process owner have been defined.

In addition, the master data for the customer has been maintained in the system.

Additionally, you require templates for a standard WBS and for a standard network.

The allocation of the material number to the standard network has to be set in the system.

Procedure1. Access the activity using one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics ® Sales and Distribution ® Sales ® Quotation ® Create

Transaction code VA21

Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role

Business role Sales Administration

(SAP_BPR_SALESPERSON-S)

Business role menu Sales ® Quotations ® Create Quotation

2. On the Create Quotation: Initial Screen, enter the following data:

Field Name Description User Action and Values Comment

Quotation Type

YMAG E72 Quotation

Sales Organization

ZP01

Distribution channel

98

Division 98

3. Confirm your entries with Enter.

4. On the Create: E72 Quotation: Overview screen, enter the following data:


E72: Quotation

The quotation key number

External number in the range beginning with R (for request) and 4 digits for

External number



example R0001.

Make a note of the quotation number R____.

Sold-to party Prospective customer 7200 Use input help

Purch.order no.

PO number of the customer

RFS Robot Route 01 To select all referred quotations

Deliver. Plant The logistical assignment of the quotation

ZP01 Depending on your organizational structure

Comes from material master data

Valid to <Date until which the quotation is binding>

Material Material number of quotation process

Z72-1000 It is possible to prepare several material numbers for several quotation processes in correspondence with different standard networks

Order quantity

1

5. The system now creates the connection to the standard network. Confirm the entries with Enter.

6. The system then displays the Network Create: Characteristic Value Assignment screen, which is divided into two vertical areas. The left side of the screen displays the configuration structure with the corresponding status and the right side of the screen displays the actual characteristic value assignment for the relevant configuration level.

7. On the Network Create: Characteristic Value Assignment screen, enter or change the following values in the Characteristic value assignment table (these are default values only, you can select other permitted values using the input help, if required):

Field name Description User Action and Values

Comment

Easy Cost planning or manually

01 Easy Cost Planning

Select using the input help (F4)

Detail Design YES / NO

01 YES


8. Confirm your entries with Enter. All the characteristic values are replaced with their corresponding descriptions.

9. Choose Back (F3).

10. Ignore the message Costing values cannot be copied because condition type is missing if it appears by choose Continue (Enter).

11. On the E72: Quotation: Availability Control screen, choose Continue.

12. If a pricing error appears, the mandatory price PR00 is missing. This message is for information purposes only. This message is displayed each time you change the quotation, until you transfer the price from Easy Cost Planning.



13. Choose Save.

14. The system automatically creates a project structure with a network that is based on a standard WBS or standard network.

15. If the Standard WBS M-0001 has not been released dialog box appears, choose Continue (Enter) to confirm it.

16. Choose Back(F3) to return to the SAP Easy Access screen. (In NWBC: Simply close the session)

Result You have created a quotation with the number Rxxxx (for example, R0001).

You can display the quotation:


SAP ECC menu Logistics ® Sales and Distribution ® Sales ® Quotation ® Display


On the Display Quotation: Initial Screen, enter the quotation number and confirm your entry with Enter.




Business role menu Sales ® Quotations

Select the tab All Quotations and click on your quotation.

1. On the Display E72: Quotation R0001: Overview screen, select Item 10 and choose Schedule lines for item.

2. On the Display E72: Quotation R0001: Item Data screen, choose Network.

3. You now have access to the network that was created automatically in the background when you saved the quotation. Choose Back.

4. On the Display E72: Quotation R0001: Item Data screen, select the Account assignment tab. In the WBS element field, you can see the project number created by the system.

3.2 Managing Business Documents

UseTo manage all the relevant information delivered by the prospective customer, we recommend that you use the document management module of mySAP PLM. In this scenario, you want to file the Request for Solution document, which contains a definition of the details of the specification. This document is linked with the business object ‘quotation’. In this activity, you look at the document created by an eCATT procedure the building block installed.

PrerequisitesThe original file RFS_ROBOT_ROUTE_E72.DOC has to be available on your local hard disk under C:\SAP DI\E72 RFS for the initial upload.



The eCATT /SMB50/CV01N_O001_H75_E72 must have been executed.



SAP ECC role menu Logistics ® Central Functions ® Engineering ® Document ® Document ® Change

Transaction code CV02N


Business role Engineering Specialist (SAP_BPR_ENG_SPECIALIST_EX-S)

Business role menu Engineering ® Document Management ® Change Document

2. On the Display Document: Initial Screen, enter the following data:


DocumentThe number of the document

Select RFS_E72 using the input help

RFS for Request of Solutions

Document Type

Y72

3. Confirm with Enter.

4. On the Change Document: Basic Data Quotation documents (Y72) screen, in the Originals tab page, select the document by positioning the cursor on the ‘DOC-File-RFS-ROBOT-ROUTE’.

This is the description of the document assigned. It is assigned as a WinWord application (WWI) and is stored in the DMS category, which means it is stored at a central storage location on the SAP database. For display purposes it is copied to your local desktop.

5. Choose Display.

6. Select the Object Links tab page. Here you can see all the business objects linked to the quotation, if such object links exist. Links include sales document items and WBS elements. You can link from the document master data or from the business object.

7. Select WBS Element tab page view, enter the following data:

Field Name DescriptionUser Action and Values

Comment

WBS element M-R0001-01-01 You have created a quotation with the number Rxxxx (for example, R0001)


9. Save changes then you will be automatically back to the search document screen.

10. Choose Back to return to the SAP Easy Access screen. (In NWBC: Simply close the session)



3.3 Changing Quotation

UseIf you did not assign the original document file detailing the customer requests, you can change the quotation now.

PrerequisitesThe prospective customer’s specification documents available as a file and it is linked to a document master record in the system. For this reason, you use document type Y72, since this type allows for connectivity to quotations and WBS elements.



SAP ECC menu Logistics ® Sales and Distribution ® Sales ® Quotation ® Change


On the Change Quotation: Initial Screen, enter the following data:

Field name Description User Action and Values Comment

Quotation Quotation Number

Rxxxx (example R0001) Normally the last used quotation number is already inserted

Confirm your entries with Enter.


Business role Sales Administration (SAP_BPR_SALESPERSON-S)


Launch the powerlist All Quotations by clicking on the tab All Quotations. Mark the line of your quotation (for example R0001) and press the button Change.Please note: If there are a lot of quotations present in the system, you might restrict the displayed quotations using the button Search Criteria.

2. On the Change E72: Quotation Rxxxx: Overview screen, choose Extras ® Documents. (NWBC: More… Extras ® Documents)

3. Make the following entries:


Typ Document type Y72 The prepared document type for this process

Document The document number Use input help to select the correct document (Document RFS_E72)

see prerequisites


5. Position the cursor on the relevant document number and choose Display Originals (F5). If more than one original is linked, a dialog box appears, in which you can select the relevant document.

6. Close the document.

7. Choose Continue (F8).



8. Choose Save (Ctrl+S).

9. Choose Back (F3) to return to the SAP Easy Access screen. (In NWBC: Simply close the session)

ResultThe external document is linked with the quotation and is now available in the system, wherever you have access to quotations.

3.4 Rough Project Planning

UseAfter the quotation has been created in the system, the process owner/project leader, adapts the operative structures from the standard project templates. You schedule and restructure it. Furthermore, you can also assign resources to the network activity. Resources are planned as work center capacities. In this case, we enhance the network with another activity (Mechanical Engineering) to plan the engineering required to create the robot production line.

PrerequisitesWork center with capacity master data exists.



SAP ECC menu Logistics ® Project System ® Project ® Project Builder

Transaction code CJ20N


Business role Project Manager (SAP_BPR_PROJECTMANAGER-S)

Business role menu Project Management ® Project Execution ® Project Builder

2. Confirm the dialog boxes that appear the first time you access the project builder with Enter.

3. On the Project Builder screen, choose Open.


Project definition

The quotation number you noted before with the M. For example, M-R0001

4. Confirm the entry with Enter.

5. On the Project Builder: Project M-R0001 screen, choose Expand all and choose Network header.

6. In the left screen area, highlight the project definition with left click on it and choose (NWBC: More…®Edit ® Status ® Release.

7. Choose Save to save the project.

8. Confirm any warnings with Enter.

9. Choose Exit (Shift+F3) to return to the SAP Easy Access menu. (In NWBC: Simply close the session)

Result © SAP AG Page 14 of 60


If you release the project at the highest WBS element level, all the objects on the next levels are released automatically. The system status changes from CRTD to REL.

The project maintained is available in the worklist. The worklist is displayed in the lower-left area of the project builder screen.

3.5 Project Scheduling

UseAfter adapting the WBS elements and the network activities, you can schedule the whole project to determine realistic end and start dates.








2. On the Project Builder screen, from the worklist, select the project M-R0001. Select the project and use drag and drop to move it into the upper-left screen area.

3. Expand the whole project in the left screen area by selecting the top WBS element and choosing

Expand All.

4. Choose Project planning board.

5. On the Project: Change screen, choose Select All to select all the elements and choose Schedule, or Edit ® Functions ® Schedule from the menu bar.

6. Choose Back (F3) to return to the Project Builder: Project M-R0001 screen.

7. Save your entries and go back to the SAP Easy Access screen. (In NWBC: Simply close the session)

Result You now have a work breakdown structure (WBS) with scheduled finish and start dates for each WBS element.

You can check the dates by selecting the WBS element M-R0001-01-01. In the right screen area, on the Dates tab page, you can see start and finish dates for the selected WBS element.

3.6 Easy Cost Planning

Use



The Easy Cost Planning calculation tool is used to get a first, rough quotation price. This functionality is normally used for initial quotations, which become more detailed during the quotation creation process.

Prerequisites Model for easy cost planning

Characteristics and values that are maintained as mini material master data with standard prices.

The project profile YM0001 has been prepared with the planning profile Y00002








2. On the Project Builder: Project M-Rxxxxx screen, select the project M-Rxxxxx from your work list or

open the relevant project. Select the WBS element Calcul Offre M-Rxxxxx-01-01 and choose Easy Cost Planning from the activities bar.


Costing variantThe profile for easy cost planning

PS06Default. Usually predefined by the project profile

3. Choose Create Cost Estimate.

4. In the frame on the left side of the screen, select the WBS element Calcul Offre and choose Choose Planning Form to select the costing model.



Costing modelThe relevant costing model has to be selected

YM0001Costing Model for E72 has to be selected

6. Choose Start Search.

7. In the Restricted Value Range dialog box, double-click costing model YM0001.

8. You now determine the values for the robot production line, based on the customer specification. To do so, you use the Easy Cost Planning model provided. The possible entries available for the characteristics may indicate any restrictions. In order to set up the model, it is necessary to create a mini material master data record including the price. Adding together the individual prices from characteristic value assignment results in the total price for the robot production line. Select the characteristics, which are specified in the customer inquiry for the robot production line, in the following way:

Characteristic Name Characteristic Value



SWITCH GEAR CABINET WITH TOP-MOUNTED CABINET

CONTROL CABINET WITHOUT TOP-MOUNTED CABINET

ROBOT 3 PC

ZPOT WELDING GUN 1 PC

ZICKER ARM 2 PC

ZASIS SYSTEM MANDATORY

MECHANICAL ENGINEERING 20

9. Choose Confirm.

10. In the status bar, you could see information message : “Messages have been issued. Please refer to the error log”. There is no matter with that for the behaviour of the example. It comes from cost elements not activated with a cost center for the current period.

11. On the left-hand area of the screen, the relevant individual prices and the total price are shown and the total value is displayed. To display details for the individual items, choose F5 (Show/hide item view). You can then see the selected material numbers, quantities, and other details.

12. Note the total amount here: €________

13. You can build your own view of the information using the layout functions.

14. Go back to the project builder Project M-R0001 screen.

15. Save the data and go back to the SAP Easy Access menu. (In NWBC: Simply close the session)

Result You have now created a rough calculation based on the information in the customer specification.

3.7 Transferring Calculation Result into Customer Quotation

UseYou now have to transfer the calculation result manually from Easy Cost Planning to the quotation for the scenario.







Business role menu Sales ® Quotations Change Quotation



2. On the change quotation initial screen: screen, enter the following data:


Quotation Enter the quotation number Rxxxx, that you noted earlier.

This is usually the same as the project number, but you can search for the correct document using the WBS-element number.

3. Confirm your entry with Enter.

If a dialog box appears with the message Consider the subsequent documents, confirm it with ENTER. Subsequent documents exist if subsequent documents were created on the basis of the original quotation (initial quotation) or if a customer order was created with this quotation

as a reference. Select the relevant item and choose Item Conditions. On the Conditions tab page, a list of all relevant conditions for this quotation is displayed. Ignore the warning message Pricing Error: Mandatory conditions PR00 is missing.

4. In the last row of the table, make the following entries:


CnTy Condition type PR00

Rate Selling price For example, 1.053.200,00 This should normally be project easy cost planning+ fixed cost + expected margin


6. Since you maintained a customer master data credit limit of €500,000, a dialog box appears warning you that the credit limit has been exceeded by €xxxxx. Confirm this with ENTER. The line you inserted is shown at the top of the list due to the settings in the calculation schema and the system automatically updates the total calculation.

7. Choose F3 to return to the quotation overview screen.

8. Choose Save to save the quotation.

9. The dialog box warning you that the credit limit has been exceeded by €xxxxx appears again. Confirm this with ENTER.


ResultAs far as the SAP system is concerned, the quotation is finished. The quotation document is usually not detailed enough for quotations for complex products, for example, a robot route. The quotation document is normally used as a basis for a more detailed, structured Word® document. This scenario does not include the creation of this document.



3.8 Creating Further Customer Quotation Versions

UseThe customer does not usually accept the first quotation you offer. Technical or commercial changes are often required. Therefore, you have to create further quotations. All the quotations have to correspond to one another.



SAP ECC menu Logistics ® Sales and Distribution ® Sales ® Quotation ® Create





Business role menu Sales ® Quotations ® Create Quotation

2. On the Create Quotation: Initial Screen, enter the following data:


Quotation type YMAG

Sales organization

ZP01

Distribution Channel

98

Division 98

3. Choose Create with Reference (F8)

4. Choose the Quotat. tab page and, in the Quot. field, fill in the quotation number you noted earlier (for example, R0001) or select the relevant quotation using the WBS element or purchase order number

5. Choose Copy (F5).

6. On the E72: Quotation: Availability Control screen, choose Continue.

7. Ignore any pricing error messages by choosing Continue (Enter).

8. In the E72: Quotation field, enter a new quotation number RXXXX01.

9. Select the relevant item and choose Item Conditions.

10. Modify the quotation by defining a new price and giving a discount.

11. In the last row of the table, make the following entries:


CnTy Condition type RB00 Discount amount



Amount The amount -2000 EUR

12. Confirm your entries with Continue (Enter). The system calculates a new result.

13. Save the changes with Save.

14. If the credit check warning appears again, confirm it with Continue (Enter).


3.9 Entering Times for Corresponding Project Elements

UseThe required time (or the costs incurred) for handling this quotation project is (are) recorded using the cross application time sheet (CATS). You can also collect other information, for example, journey information in CATS.

Prerequisites A personnel number (mini HR master record), in this case 99.

A profile for time entry (for example, YM01), and the activity type 31 (R&D Activity).



SAP ECC role menu Accounting Project System Progress Confirmation Time Sheet CATS Classic Record Working Times

Transaction code CAT2


Business role Employee (Professional User) (SAP_BPR_EMPLOYEE-S)

Business role menu Control Panel Employee Services Time Sheet: Maintain Times

2. On the Time Sheet: Initial Screen, enter the following data:


Data entry profile

YM01 The special profile for confirmation times regarding WBS elements

Personnel number

99For this personnel number there is a mini personnel master data


4. Check the following entry:


Key DateThe period for which you should enter times

<Today’s date>Today’s date is displayed when you choose ENTER.

5. Choose Enter Times (F5).



6. On the Time Sheet: Data Entry View screen, enter the following data:


ActTyp Activity Type 31

Receiver WBS element

M-R0001-01-01The WBS element has to be released.

FromThe start time of this activity

<for example, 08:00>

ToThe end time of this activity

<for example, 16:00>The system calculates the duration of this activity

7. If your activity type is not activated for a cost center in the current period, you see the following message in the status bar : "Enter activity type only in conjunction with cost center“. Use transaction KP26 to activate.

8. Save your entries.

ResultAfter all the times have been recorded using the time sheet, these times are available for confirmation. This means that, as the person responsible for the project, you have to approve the times recorded. Only approved times are transferred to the Controlling object.

3.10 Approving Confirmation Data

UseTo get an overview of the costs of the quotation, you have to transfer the approved times to accounting.



SAP ECC role menu Accounting Project System Progress Confirmation Time Sheet Approval Approve Working Times

Transaction code CATS_APPR_LITE



Business role menu Project Management ® Project Execution Approve Working Times

2. On the Time sheet: Approve Times screen, enter the following value:


Personnel number

The relevant personnel number

99You can also select by the whole project or special WBS elements.



3. Choose Execute (F8).

4. Left-click the entry you want to approve.

5. Select the relevant item and choose Approve. The traffic light symbol changes from yellow to green.

6. Save your entries and go back to the SAP Easy Access menu. (In NWBC: Simply close the session)

3.11 Transferring Costs and Cost Controlling



SAP ECC role menu Accounting Project System Progress Confirmation Time Sheet Transfer Accounting



Business role Enterprise Controller (SAP_BPR_CONTROLLER-K)

Business role menu Overhead Cost Controlling ® Period Close ® CATS: Transfer Data to CO

2. On the CATS Transfer to controlling screen, enter the following data:


Personnel number


99The selected items are transferred

3. Deselect the Test Run check box.


5. On the CATS: Transfer to Controlling screen, you can see the costs have been transferred to the costing element.


To get an overview of the cost situation of the quotation project, you use the controlling information system.

7. Access the activity using one of the following navigation options:


SAP ECC role menu Logistics ® Project System ® Information System ® Financials ® Costs ® Plan-based ® Hierarchical ® Plan/Actual/Variance

Transaction code S_ALR_87013532


Business role menu Project Management ® Project Reports ®Selection: Plan/Actual/Variance.



8. If you receive the popup Set Controlling Area, enter ZP01 and choose continue.

9. On the Selection: Plan/Actual/Variance screen, enter the following data:


Database profile

000000000001We can use the standard profile

10. Choose Continue.

11. On the Selection: Plan/Actual/Variance screen, make the following entry:


Project Project Number M-R0001The project of the WBS element, which has to be controlled.

12. Remove the network number and the material number.

13. Choose Execute.

14. On the Execute Plan/Actual/Variance: Overview screen, choose Call up report. In the Project line item selection dialog box, choose Project actual cost line items, then Copy. The costs that are posted from SAP HR function are displayed in the screen that follows.


3.12 Analyzing the Quotation Versions

UseThe purpose of this activity is to get an overview of all the quotations for a material, project, or customer. There are several ways of doing this.





2. On the Change Quotation: Initial Screen, select your quotation project (search using the WBS element) and choose Search.

Field name Description M/K/B User action and values

Comment

WBS Element

M M-R0001-01-01

3. All the quotations that you have created for the relevant WBS element are displayed.

4. You can also display the quotations for a certain material or a certain sold-to-party. Access the activity using one of the following navigation options:


SAP menu Logistics ® Sales and Distribution ® Sales ® Information System ® Quotations ® Quotations List





Business role Sales Manager

SAP_BPR_SALESPERSON-E

Business role menu Sales ® Quotations ® List of Quotations

5. On the List of quotations screen, make the following entries:


Sold-to-party 7200 Or

Material Z72-1000

Valid from Today or a date in the pastDepends on the aim of the analysis

Valid To

Default value is normally 4 weeks in the future. You can change this depending on the validity strategy

Selection criteriaOpen quotations

Only open quotations. Does not give an overview of the whole history

Selection criteriaAll quotations

SelectThe whole history of a project is listed.

6. Choose Organizational data and enter the following data:


Sales organization

ZP01


98

Division 98

7. Confirm your entries with Enter to execute the list.

In the list that is displayed, the relevant information for the selected quotations is displayed. You can compare all the open quotations or analyze the values of individual quotations. You can also create an individual list by defining your own layout. Furthermore, you can change one of the selected quotations by double-clicking on the relevant document number. Choose Back to return to the SAP Easy Access menu (In NWBC: Simply close the session).

ResultThe ETO quotation process ends with the quotation analysis. In addition to this, you could create a customer order as a copy of the accepted quotation. The document flow gets completely documented. It



starts with the first quotation version and ends with the final billing. Sales Order Processing is described in the scenarios E73 Engineer-to-Order (ETO) – Project Manufacturing – Sales Order Processing and E71 Make-to-Order (MTO) Manufacturing – Sales Order Processing with Variant Configuration.



.


As described above the Quotation can also be created based on the Project Easy Cost Planning, either from an Inquiry or directly from the Project Builder.

In this scenario you create the project manually. You can use Easy Cost Planning to make the calculation. You then use the sales price calculation to transfer the result from planning to the quotation (transaction DP81, NWBC: Sales Quotations PS: Sales Pricing). This tool allows you to automatically create a new quotation for the customer. If the customer does not accept the quotation, you can change the planning and the sales pricing for the project and run through the procedure again to generate another quotation.

The flow corresponds to the below diagram (without the Inquiry).



Prerequisites Choose the DIP profile and use Easy Cost Planning as the source.

Define Sales Pricing and Quotation as Usage for the profile. Assign a sales order type used for quotations in the profile for this usage. Assign a condition type from the pricing sheet for this document type for the transfer of costs from Easy Cost Planning to the quotation.

Create and assign a Partner Profile, either directly in the Project Profile or when you create the operative project. The DIP profile can also be entered in the Project Profile as a default value or directly in the operative project.

A standard template was defined for the operative project. In the standard scenario (Variant 1) this template is used to automatically create a project from the Quotation. Here the template is used to create a project directly.

Procedure

4.1 Create the Project





SAP ECC role menu Logistics Project System Project Project Builder




Business role menu Project Management Project Execution Project Builder

2. In the screen area Project structure, select the button Create Copy project.

3. In the Create Project dialog box, make the following entries:


Project Def. Key identifying the project definition

M-RXXXX

<for example, M-R1000>

M-R1000 is used throughout as an example.

Description The first text line of the short description

<Operative project M-R1000>

Start Planned start date of the project

<Today>

Finish date Planned finishing date of the project

<Today + 4 months>

Project Profile

The profile key number

St. Project profile Autom. Quot.

Select using input help

Std proj. def. Standard project definition

M-00001

4. Select all the checkboxes in the bottom section, except With WBS Documents.

5. Choose Create Project to create the new project.

6. Choose YES to Copy options from profile St. Project profile Autom. Quot..

7. Confirm the informational dialog box (Standard WBS M-00001 has not been released) with ENTER.



Comment





01 YES





10. Press to finish characteristic entry

11. A message “Project scheduling carried out” is shown on the task bar.

12. Go to Tab “Partner” on the project header


Comment

Function Partner Role

Sold-to-Party Select using the input help (F4)

Partner C7300 Select using the input help (F4)

13. Choose Save.




UseTo manage all the relevant information delivered by the prospective customer, we recommend that you use the document management module of mySAP PLM. In this scenario, you want to file the Request for Solution document, which contains a definition of the details of the specification. This document is linked with the business object ‘quotation’. In this activity, you look at the document created by an eCATT procedure the building block installed.

















Document Type

Y72




5. Choose Display.




Comment

WBS element M-R1000-01-01 Use the WBS-element that you created in the project and that corresponds to “Calcul Offre”



















Project definition

The name of your project starting with M. For example, M-0073P







Result If you release the project at the highest WBS element level, all the objects on the next levels are released automatically. The system status changes from CRTD to REL.











2. On the Project Builder screen, from the worklist, select the project M-R1000 Select the project and use drag and drop to move it into the upper-left screen area.




Expand All.








UseThe Easy Cost Planning calculation tool is used to get a first, rough quotation price. This functionality is normally used for initial quotations, which become more detailed during the quotation creation process.






























ROBOT 3 PC


ZICKER ARM 2 PC



9. Choose Confirm.




13. Go back to the project builder Project M-R1000screen.






UseBased on the information entered into the project definition and the calculated costs from Easy Cost Planning you can create a Quotation directly from Project Builder.

Prerequisites easy cost planning has been completed

Data for Sales Pricing has been entered in the Project Header.

The sold-to-party has been entered in the Partner Tab








2. On the Project Builder screen, from the worklist, select the project M-R1000. Select the project and use drag and drop to move it into the upper-left screen area. If this is the last Project you worked on, it is already there.

3. Open the Project by double-clicking on the project definition in the upper left hand window.

4. Click on “Goto” from the Menu (in NWBC use the More Button to access the Menu list), then select Sales Pricing.

5. You enter a screen containing the dynamic items created based on the definition in the DIP-Profile.

6. You can select and modify the entries you want to transfer to the Quotation

7.

8. Check the Material Number selected based on the definitions in the DIP Profile

9. If you double-click on the line with the Material number a pricing procedure will open and a message “mandatory condition type PR00 is missing” is displayed

10. scroll to the bottom of the pricing procedure and enter condition type PR00 and a sales price

11. Press in to create a Quotation

12. Confirm the Information Message



Sold-to party Prospective customer C7300 Copied automatically from Project definition

Purch.order no.



Deliver. Plant The logistical ZP01 Depending on your



assignment of the quotation

organizational structure




Z73-1000 The Material Number is taken from the definition in the DIP profile

Order quantity

1 The Quantity i staken from the DIP profile as well

14. Ignore the Pricing error “mandatory condition type PR00 is missing” message

15. Mark the Line Item and press to check that the selected values have been transferred to the correct condition type EK02. If you did not enter a Price in condition type PR00 in the Sales price screen, you can do it here too.

16. Press Save to finish Quotation creation












Number of quotation created in the previous step)

Normally the last used quotation number is already inserted







Launch the powerlist All Quotations by clicking on the tab All Quotations. Mark the line of your quotation and press the button Change.Please note: If there are a lot of quotations present in the system, you might restrict the displayed quotations using the button Search Criteria.






see prerequisites











UseThe customer does not usually accept the first quotation you offer. Technical or commercial changes are often required. Therefore, you have to create further quotations. The new Quotations are based on changes in the calculated costs from Easy Cost Planning.

Only one Sales Price is kept per Project, to create different Versions which are available for Reporting and comparison, Project Version must be used. The Quotations are not referenced to each other; there is no document flow.










3. Modify the entries based on changed requirements and press confirm.

4. Choose Back to return to the Project overview

5. Run the Steps described in the previous step.








SAP ECC role menu Accounting Project System Progress Confirmation Time



Sheet CATS Classic Record Working Times







Data entry profile


Personnel number

































Personnel number



















Personnel number

















Database profile







13. Choose Execute.




Use



The purpose of this activity is to get an overview of all the quotations for a material, project, or customer. There are several ways of doing this.







Comment

WBS Element

M M-R1000-01-01












Sold-to-party C7300 Or other Customer used

Material Z73-1000


Valid To










Sales organization

ZP01


98

Division 98



ResultThe ETO quotation process ends with the quotation analysis. In addition to this, you could create a customer order as a copy of the accepted quotation. The document flow gets completely documented. It starts with the first quotation version and ends with the final billing. Sales Order Processing is described in the scenarios E73 Engineer-to-Order (ETO) – Project Manufacturing – Sales Order Processing and E71 Make-to-Order (MTO) Manufacturing – Sales Order Processing with Variant Configuration.


Alternative ScenarioAs an alternative, you can create a scenario that starts with an inquiry. In this scenario, you do not create your project automatically from the quotation, but rather, you create it manually. You can use Easy Cost Planning to make the calculation. You then use the sales price calculation to transfer the result from planning to the quotation (transaction DP81, NWBC: Sales Quotations PS: Sales Pricing). You select the inquiry you created and the project you planned before. This tool allows you to automatically create a new quotation for the customer. If the customer does not accept the quotation, you can change the planning and the sales pricing for the project and run through the procedure again to generate another quotation.



For this scenario, you need a DIP profile, which is assigned to the project profile. This scenario is not described in detail in ETO Quotation Process.

Prerequisites Choose the DIP profile and use Easy Cost Planning as the source.

Define Sales Pricing and Quotation as Usage for the profile. Assign a sales order type used for quotations in the profile for this usage. Assign a condition type from the pricing sheet for this document type for the transfer of costs from Easy Cost Planning to the quotation.

The DIP profile can also be entered in the Project Profile as a default value or directly in the operative project. A Partner Profile is not necessary for this scenario because the Partner information is taken from the inquiry.

5.1 Create an operative Project In this scenario an Inquiry is created first. A Quotation is created based on the Inquiry and a Project. The Project is created manually as in the variant 2.

Prerequisites



A standard template was defined for the operative project. In the standard scenario this template is used to automatically create a project from the Quotation. Here the template is used to create a project directly.



SAP ECC role menu Logistics Project System Project Project Builder




Business role menu Project Management Project Execution Project Builder

2. In the screen area Project structure, select the button Create Copy project.

3. In the Create Project dialog box, make the following entries:


Project Def. Key identifying the project definition

M-RXXXX

<for example, M-R2000>

M-R2000 is used throughout as an example.

Description The first text line of the short description

<Operative project M-R2000>

Start Planned start date of the project

<Today>

Finish date Planned finishing date of the project

<Today + 4 months>

Project Profile

The profile key number

St. Project profile Autom. Quot.

Select using input help

Std proj. def. Standard project definition

M-00001 E72

4. Select all the checkboxes in the bottom section, except With WBS Documents.

5. Choose Create Project to create the new project.

6. Choose YES to Copy options from profile St. Project profile Autom. Quot..

7. Confirm the informational dialog box (Standard WBS M-00001 has not been released) with ENTER.



Comment





01 YES





10. Press to finish characteristic entry

11. A message “Project scheduling carried out” is shown on the task bar.

12. Go to Tab “Partner” on the project header

If you do not see the Tab Partner, you first need to enter the Partner Determ.Proced. (Partner Determination Procedure) on the Control data Tab : enter YPB1 (Partner 72).


Comment

Function Partner Role

Sold-to-Party Select using the input help (F4)

Partner 7200 Select using the input help (F4)

13. Choose Save.



5.2 Creating InquiryUseA prospective customer sends you an inquiry for a robot production line. You enter it in the system.

The master data for the customer/material is available in the system.

The customer’s specification document is available.



SAP Menu Logistics ® Sales and Distribution ® Sales ® Inquiry ® Create



Business role Sales Administration ( SAP_BPR_SALESPERSON-S)

Business role menu Sales -> Quotations -> Create Inquiry

2. On the Create Inquiry: Initial Screen, enter the following data:


Inquiry Type IN Inquiry

Sales Organization

ZP01 Sales Org. ZP01




Distribution Channel

98

Division 98


4. On the Create Inquiry: Overview screen, enter the following data:


Sold-to party Prospective customer 7200 Use input help

PO Number PO-Number of the customer

Enter a number Link to the customer’s internal number

PO date Date of customer PO <Today>

5. Choose Enter to update the screen data.

6. On the Item overview tab page, enter the following data:


Req. deliv. date

Date arriving at customer

<Today + 6 months> App. 6 Months in future

Valid to <Today + 2 months>

Material Material number of the main item

Z73-1000

Order Quantity

1 Number of robot routes inquired

7. Go to Account Assignment Tab and enter the following data:


WBS-Element

WBS billing Element from operative project

M-R2000-01-01 Copy from step above

8. Go Sales B Tab and enter the following data:


DIP-Profile DIP-Profile for Sales Pricing

BP000002 Use F4-Help

9. Choose Enter to update the screen data, and confirm the following information.


Use



To manage all the relevant information delivered by the prospective customer, we recommend that you use the document management module of mySAP PLM. In this scenario, you want to file the Request for Solution document, which contains a definition of the details of the specification. This document is linked with the business object ‘quotation’. In this activity, you look at the document created by an eCATT procedure the building block installed.















Document Type

Y72




5. Choose Display.




Comment



WBS element M-R2000-01-01 Take the value from the project that you’ve created

















Project definition

The project that you created before with the M. For example, M-R2000







Result



If you release the project at the highest WBS element level, all the objects on the next levels are released automatically. The system status changes from CRTD to REL.











2. On the Project Builder screen, from the worklist, select the project M-R2000. Select the project and use drag and drop to move it into the upper-left screen area.


Expand All.








Use



The Easy Cost Planning calculation tool is used to get a first, rough quotation price. This functionality is normally used for initial quotations, which become more detailed during the quotation creation process.






























ROBOT 3 PC


ZICKER ARM 2 PC



9. Choose Confirm.




13. Go back to the project builder Project M-R2000 screen.




UseBased on the Inquiry and the calculated costs from Easy Cost Planning you can create a Quotation with Transaction DP81.

Prerequisites easy cost planning has been completed

Inquiry line item has account assignment to Billing element of the operative Project .

DIP-Profile has been entered in the Inquiry



SAP ECC menu Logistics ® Project System ® Financials ® Planning

Transaction code DP81





Business role menu Sales ® Quotations ® PS Sales Pricing

2. Enter the following Data:


Project Definition

Operative Project M00XX Use F4Help

Pricing Data Price validity date Today + 2 Months Take Valid to date from Inquiry

3. Execute by pressing

4. You enter a screen containing the dynamic items created based on the definition in the DIP-Profile.









Sold-to party Prospective customer 7200 Copied automatically from Project definition

Purch.order no.









Order quantity

1 The Quantity i staken from the DIP profile as well

















The quotation that you’ve created in the previous step.

Normally the last used quotation number is already inserted





Launch the powerlist All Quotations by clicking on the tab All Quotations. Mark the line of your quotation and press the button Change.Please note: If there are a lot of quotations present in the system, you might restrict the displayed quotations using the button Search Criteria.






see prerequisites













UseThe customer does not usually accept the first quotation you offer. Technical or commercial changes are often required. Therefore, you have to create further quotations. The new Quotations are based on changes in the calculated costs from Easy Cost Planning.

Only one Sales Price is kept per Project, to create different Versions which are available for Reporting and comparison, Project Versions or Simulations must be used. To create a new Quotation a new Inquiry is required.



SAP ECC menu Logistics ® Project System ® Financials ® Planning

Transaction code DP81



Business role menu Sales ® Quotations ® PS Sales Pricing

2. Enter the following Data:


Project Definition

Operative Project M-R2000 Use F4Help. Instead you can also enter the number of the Inquiry

Pricing Data Price validity date Today + 2 Months Take Valid to date from Inquiry

3. Execute by pressing

4. If there is more than one open Inquiry (e.g. that have no Quotation assigned) a Pop-Up for selection of the Inquiry to be processed is displayed

5. After selecting the Inquiry to be processed You enter a screen containing the dynamic items created based on the definition in the DIP-Profile.


7.










Sold-to party Prospective customer 7200 Copied automatically from Project definition

Purch.order no.









Order quantity

1 The Quantity is taken from the DIP profile as well











SAP ECC role menu Accounting Project System Progress Confirmation Time Sheet CATS Classic Record Working Times









Data entry profile


Personnel number

































Personnel number

















Personnel number



















Database profile







13. Choose Execute.




UseThe purpose of this activity is to get an overview of all the quotations for a material, project, or customer. There are several ways of doing this.









Comment

WBS Element

M M-R2000-01-01












Sold-to-party 7200 Or other Customer used

Material Z73-1000


Valid To








Sales organization

ZP01




98

Division 98



ResultThe ETO quotation process ends with the quotation analysis. In addition to this, you could create a customer order as a copy of the accepted quotation. The document flow gets completely documented. It starts with the first quotation version and ends with the final billing. Sales Order Processing is described in the scenarios E73 Engineer-to-Order (ETO) – Project Manufacturing – Sales Order Processing and E71 Make-to-Order (MTO) Manufacturing – Sales Order Processing with Variant Configuration.
