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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
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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 manufacturersof 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 createdwith 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 Diagram MTO Quotation Processing with Variant Pricing Make-to-Order with Variant Configuration and Assembly Processing (664) Event Sales Administrator Customer Request for Quotation Customer Request s Technical Change to Quotation Customer Requests Commercial Change to Quotation Customer Accepts Latest Quotation Customer Receives Order Confirmation Document Quotation Header Create Follow-On Quotation Make Commercial Changes to Follow-On Quotation Output Order Confirmation Document Derive Order from Follow-On Quotation Derive Order from Follow-On Quotation
MTO Quotation Processing with Variant Pricing Product Structure Legend F2000 Finished Goods MTO VCConfigurable (KMAT-PD) E CP S21000 Semifin. Gds., Add’lEquipmt. (HALB-PD) S22000 Semifin. Gds., Housing (HALB- PD) S23000 Semifin. Gds., Main Assmb (HALB-PD) S24000 Semifin. Gds., Power Supply (HALB- PD) D2000 Service Package (DIEN) PA PA PA PA C C C CP R24001 Raw Material , PowSupp (Standard) 100 – 130V 60Hz (ROH-PD) R24002 Raw Material , PowSupp (High Power) 100 – 130V 60Hz (ROH-PD) R24003 Raw Material , PowSupp (Standard) 220 – 240V 50Hz (ROH-PD) R24004 Raw Material , PowSupp (High Power) 220 – 240V 50Hz (ROH-PD) S23001 Semifinished Goods, Basic Module not extensible (HALB-PD) S23002 Semifinished Goods, Basic Module extensib. (max. 4 Options) (HALB-PD) S23003 Semifinished Goods, Basic Module extensib. (4 Opti. + Equi Interface) (HALB-PD) S23004 Semifinished Goods, Additional Module Option A (HALB-PD) S23005 Semifinished Goods, Additional Module Option B (HALB-PD) S23006 Semifinished Goods, Additional Module Option C (HALB-PD) S23007 Semifinished Goods, Additional Module Option D (HALB-PD) R22001 Raw Material , Housing STD (ROH-PD) R22002 Raw Material , Housing L (ROH-PD) R22003 Raw Material , Housing XL (ROH-PD) R22004 Raw Material , Label Language 00 (ROH-PD) R22005 Raw Material , Label Language 01 (ROH-PD) R22006 Raw Material , Label Language 02 (ROH-PD) R22007 Raw Material , Label Language 03 (ROH-PD) K-Item Cat. Class: Color SC Selectable Item (via Selection Condition) Phantom Assembly SI PA Conf’able with Cfg Prf. CP S21001 Semifinished Goods, Equipment A (HALB-PD) S21002 Semifinished Goods, Equipment B (HALB-PD) Class Item (Selection via Class Node) S21003 Semifinished Goods, Equipment C (HALB-PD) S21004 Semifinished Goods Equipment D (HALB-PD) Class: YI_CL_N_COL (R20001-Color Code 01, R20002-Color Code 02, R20003-Color Code 03, R20004-Color Code 04) SC Configurable C Equipment Equipment when Item selected
MTO Quotation Processing with Variant Pricing Valuation of Characteristics I Selectable Options • Option A • Option B • Option C • Option D MSP Frequency [Hz] • 50 Hz • 60 Hz Additional Options • Yes • No Voltage [V] • 100 – 130 V • 220 – 240 V Additional Equipment • Yes • No F2000 Finished Goods MTOConfigurable (KMAT-PD) Additional Services • Yes • No MSP Selectable Equipment • Equipment A • Equipment B • Equipment C • Equipment D Housing Color • color 01 • color 02 • color 03 • color 04 Documentation Language • DE • EN • ZH Valuation of characteristics of 1st level Configuration F2000 (Finished Goods MTO Configurable) Multiple Selection possible MSP
MTO Quotation Processing with Variant Pricing Valuation of Characteristics II Payment Method • Monthly • Quarterly • Yearly D2000 Service Package (DIEN) Type of Service • 8H support • 24H support Valuation of characteristics of 2nd level Configuration D2000 (Service Package)
MTO Quotation Processing with Variant Pricing Variant Configuration – Configuration Structure ConfigurableMaterial BOM Routing ObjectDependencies Configuration Profile ObjectDependencies ObjectDependencies CLASS (Type: 300) Char. 1.: Value 1 Value 2 Char. 2: Value 1 Value 2 Value 3 Objectdependencies
MTO Quotation Processing with Variant Pricing Copying the Quotation Original Quotation All data is copied over Follow-on Quotation All data is copied over Follow-on Quotation Sales Order
Customer-specific discounts Manual price changes Configuration MTO Quotation Processing with Variant Pricing Price Determination in the Quotation Customer: Regular customer First-time customer Quantities Pricing
Procedure for determining the correct condition record MTO Quotation Processing with Variant Pricing Price Determination for Variant Conditions 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 = 25USD Option C = 50 USD Option D = 50USD
Diagram Connection Legend <Function> Hardcopy / Document External to SAP Financial Actuals Business Activity / Event Budget Planning Unit Process Manual Process Process Reference Existing Version / Data Sub-Process Reference Process Decision System Pass/Fail Decision