663: mto quotation processing with variant pricing

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


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


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


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


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)


Label Language 01

(ROH-PD)


Label Language 03

(ROH-PD)


Housing L

(ROH-PD)


Housing STD

(ROH-PD)


Housing XL

(ROH-PD)


Label Language 00

(ROH-PD)

K-Item Cat.Class: Color

S21003Semifinished Goods,

Equipment C

(HALB-PD)

S21004Semifinished Goods

Equipment D

(HALB-PD)


Equipment B

(HALB-PD)


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


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


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


Char. 1.: Value 1 Value 2

Char. 2: Value 1 Value 2 Value 3

CLASS (Type: 300)

ObjectdependenciesObjectdependencies

ObjectDependenciesObjectDependencies


RoutingRouting BOMBOM

Configurable MaterialConfigurable Material

Configuration ProfileConfiguration Profile


MTO Quotation Processing with Variant Pricing Variant Configuration – Configuration Structure


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


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


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


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.


Sub-Process Reference: If the scenario references another scenario in part, put the scenario number, name, and the step numbers from that scenario here


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


Budget Planning: Indicates a budget planning document


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


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663: mto quotation processing with variant pricing

Documents

quotation customer

order quotation processing

quotation price

quotation documentcreation

variantsbenefits quotation

original quotation

legendmto quotation

followon quotationoutput