quotation

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SAP CS (Customer Service): QuotationCreating using DP80 & DIP Profile

Posted by Rahul Asai Aug 31, 2012

About Author:Author Rahul G Asai works with IBM in SAP Logistics Domain with 7+ years of experience & is a Consultant byprofession (Engineer academically)& his management skills are honed further by devoting 2 years to MBA fromIIT Kharagpur VGSoM.

Scope / Takeaway:In course of Customer Service Implementation at one of the major Textile Machine Manufacturing Client inthe Europe, there was a typical requirement to issue Quotations based on service requests of clients usingCS Module. There is a material provided by SAP in the SAP Note in the form of 80 page PDF Document, butthis post can be used as a reference guide along with quick screenshots to get good clarity with ease how theprocess of creating Quotations can be adopted from service orders.

DIP Profile for Quotation:

DIP profile is created as indicated below (it is a copy of PS000001, standard provided by SAP with manymodifications as given in subsequent screenshots). Transaction code is ODP1-

SAP CS (Customer Service): Quotation Creating using DP80 & DIP Profile


Activate below characteristics (based on your business requirement as well) to capture the planned costs fromthe service order.

Page down & a look at other characteristics as well-



Last set of characteristics as indicated below-



Come to Source Tab on the left. Select Planned Cost if business would want to pull the value into the Qutationbased on planned costs in the Service Order.

Add any set name (using GS01) if there are any constraints on particular parameters to pull the costs fromrestricted sources-



Come to Material Determination, Put in the material code in the 2nd row as indicated below with MaterialDirect indicator active if all the components in the service orders are to be transferred to Quotations with theirrespective cost.

Enter the SET name as indicated below if particular cost elements only are to be used for transferring thecosts.



Select a default generic set as indicated below for all the components from the service order.

Quotation from Service Order Process:

Service Order Creation:

With above customization of DIP Profile for Quotation, let's see how we use it at business transaction level.

First, we create the service order using IW31 transaction as indicated below. We put in the Operation & hoursrespectively as indicated-



Put the components as well in the component tab if components are involved in repair process-

Check the planned cost of operations & components which would later be transferred into Quotation-



Make sure the DIP profile is assigned through customizing / manually in the control tab-



Quotation Creation:

Come to DP80 Transaction & enter the service order as indicated-



Check the cost flown from service order & hit the Quotation button as indicated-

Confirm the quotation creation-



This will generate the Quotation-



3348 Views Tags: profile, dp80, quotation, dip

Jawad AkhtarMar 11, 2014 6:22 PMThank you Rahul.

This step-by-step approach was very helpful, and I personally benefited from it to resolve an issue I wasrecently facing.I wish you endless successes in all your endeavors.

Jawad

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