SAP S/4HANA最佳业务实践：Order-to-Cash订单到收款-4报价单处理

•The tile Manage Sales Quotationsis part of the business catalog Sales –Quotation Processing. The sales representative can use this tile to launch the list report application based on SAP Fiori.

•The business catalog has to be assigned to business users via a business role and it contains three tiles.

•The number of quotations is indicated on the tile, in this example there are 87 sales quotations.

List Report Manage Sales Quotations

•By using different criteria, a user can filter and populate a list of existing sales quotations. Type-aheadfeature and fuzzy search is supported for some filter values.

•Directly from the results list, the user can executeactions, for example, to extend the validityof a sales quotation.

•From the results list the user can navigate to related applications, for example to the Object Page in order to retrieve more details for a quotation.

Manage Sales Quotations –Filter Criteria

Creating a Filter Variant

Manage Sales Quotations –Results List: Personalization

Sales Quotation Results List

1. Standard Fields in Results List

The list report Manage Sales Quotationscontains a number of standard fields in the results list.

Some fields are displayed as hyperlinks, which allow the user to navigate to related applications (see next slides)

2. View Settings: Personalizing the results list

Adding, removing, and arranging columns in the results list is possible via personalization.

Sorting and grouping can be applied.

Manage Sales Quotations –Actions

Actions

Create Quotation allows the user to create a new sales quotation using the SAP Fiori theme for classic applications.

Extend Validity allows to quickly pick and set a new Quotation Valid Todate.

Reject All Itemsallows to quickly close all quotation items providing a relevant reason for rejection.

Manage Sales Quotations –Navigation Options

4. Navigation options:

Using links, it is possible to navigate to related applications, for example to display the quotation object page (fact sheet) or to maintain the quotation in classic applications in SAP Fiori theme (in a new WebGUI browser tab/window; see one of the next slides).

Maintaining a Sales Quotation

•A sales quotation can be changed using the SAP Fioritheme for classic applications.

•Using buttons and the “More” menu, a user can process the quotation, for example, he can create a subsequent sales order.