The customer inquires about a configurable material and requests a quotation. Thefirst step is to create the quotation header.
If you want to use this scenario with a credit limitcheck, use the sold-to-party 100000.
Thecustomer master must have already been created in the system. Otherwise, youhave to create the customer or use a one-time customer.
1. On the CreateQuotation: Initial Screen,enter the following data:
Field name | User action and values | Comment |
---|---|---|
Quotation Type | YIAG | Original quotation |
Sales Organization | <enter your sales organization>For example:1000 | |
Distribution Channel | < enter your distribution channel >For example: 10 | |
Division | < enter your division >For example: 10 |
2. Confirm your entries with Enter.
3. On the CreateQuotation:Overview screen, enter thefollowing data:
Field name | User action and values | Comment |
---|---|---|
Sold-to party | 100000(Search using input help) | |
Ship-to party | 100000(Search using input help) | |
PO Number | < Your PO number > | Any entry |
Valid to | < MM/DD/YYYY > | Date is in the future |
4. Confirm your entries with Enter.
5. On the CreateQuotation: Overview screen,on the Salestab, position thecursor in the Materialfield and enter the following data:
Field name | User action and values | Comment |
---|---|---|
Material | Configurable Material (F2000) | |
Order Quantity | 1 |
6. Confirm your entries with Enter.
7. On the Create Quotation: Characteristic ValueAssignment screen, in the Characteristic Value Assignmentarea, make the following entries:
Field name | User action and values | Comment |
---|---|---|
Voltage [V] | 00 | 100 - 130 V |
Frequency [Hz] | 01 | 60 Hz |
Color code | 02 | Code 02 |
Additional Options | 01 | Yes |
Documentation Language | 00 | English |
8. Confirm your entries with Enter. All the characteristic values are replacedwith their corresponding value descriptions.
Inconsequence that you valuate characteristic ‘Additional Options’ with ‘01’ (Yes), a new characteristic appears because aprecondition, assigned to this characteristic, becomes true. Now all allowedvalues for this characteristic are indicated in a list and are ready to be valuated.
9. Double-click to choose Option A, Option B, and Option D.
10. Continue the valuation of the remaining characteristicswith the following Values:
Field name | User action and values | Comment |
---|---|---|
Additional Equipment | 01 | Yes |
11. Confirm your entries with Enter. All the characteristic values arereplaced with their corresponding value descriptions.
Inconsequence that you valuate characteristic ‘Additional Equipment’ with ‘01’ (Yes), a new characteristicappears because a precondition, assigned to this characteristic, becomes true.Now all allowed values for this characteristic are indicated in a list and are ready to be valuated.
12. Double-click to choose Equipment B and Equipment C.
13. Continue the valuation of the remaining characteristicswith the following Values:
Field name | User action and values | Comment |
---|---|---|
Additional Services | 01 | Yes |
14. Confirm your entries with Enter.
15. To display the new configuration structure resulting from the valueassignments you have made, double-click the highest value assignment level(F2000 -Finished Goods). This displays other materials one level below D2000 (ServicePackage).
You candisplay the value assignment for this new configurable material by double-clicking the material D2000 inthe configuration structure (left screen area).
16. On the CharacteristicValue Assignment screen, in the Characteristic Value Assignmentarea, for material D2000– Service Package make the following entries:
Field name | User action and values | Comment |
---|---|---|
Type of Service | 01 | 24H support |
Payment Method | 02 | Yearly |
17. Confirm your entries with Enter. All the characteristic values arereplaced with their corresponding descriptions.
18. After you have valuated all the characteristics, choose Back and confirm the following informationdialog boxDocument/ 000020 has no checking group (materialmaster - plant data), with Enter.
For thesystem to be able to perform pricing correctly, you have to call up theconfiguration once again. You can exit this function immediately without makingany changes. In the quotation, choose item F2000 (Finished Goods) and choose Item details: Configuration.Exitthe configuration by choosing Back.
19. On the CreateQuotation: Overview screen,choose Saveand make a note of your original quotation number: ____________________.
The configurable material is now described by thevaluation of the characteristics.