Sales Quotation SD0201

Create quotation
HEAD

Request
from
customer

Customer
created
SD

SD2.1-0010

Create customer
(MBP02)

no

SD

yes

Partner
created

SD2.1-0020

no

yes

Create quotation
ITEMS
SD

Create materials
(MMA0x)
SD

SD2.1-0050

Materials
created
yes

SD2.1-0040

Check and maintain

Pricing(MSA02)
SD

no

SD2.1-0030

no

Pricing
O.K?

yes

Save quotation and

issue output
SD

SD2.1-0060

End:
Quotation
Processing

Activity:

Create quotation HEAD

Author:

Ident-No.

SD2.1-0010

Date:
Version:

Activity valid for

process-variants

Create a quotation record(Header)

Processing
What is done?

Create a quotation Header from transaction VA21.

The transaction performs customer and partner existence check.

Remarks
Needed Input
Information

Organizational data, sold-to party, ship-to party, PO number.

Output
Information

Quotation header record.

Which System

SAP, transaction VA21

Links to other
documents

1.0

Activity:

Create quotation ITEMS

Author:

Ident-No.

SD2.1-0030

Date:
Version:

1.0

Activity valid for

process-variants

Create a quotation record(Items)

Processing
What is done?

Create a quotation items from transaction VA21.

The transaction performs material, pricing and other mandatory checks and apply to the price that already
created in the master data.

Remarks
Needed Input
Information

Material, order quantity.

Output
Information

Quotation item record.

Which System

SAP, transaction VA21

Links to other
documents

Input from customer material number is also possible.

SD2.1

Upload by spreadsheet (SD2.1)

Request
from
customer
with list of
materials in
defined
spreadsheet
structure

Input ordering
customer,pricing
date,validity ... from
selection screen
SD

Check data from input

screen and
spreadsheet

SD2.1-0070

SD

Da
ta
O.
K

SD2.1-0080

No

Yes

Upload from
spreadsheet and
check condition
records and validity
SD

Display error
message and stop
processing
SD

No

SD2.1-0090

Check / correct the

master data

Upload
OK?
Yes

Sort records by
currency
Save quotations and
issue output.
SD

SD

SD2.1-0100

SD2.1-0110

SD2.1-0120

End: Upload
Processing

Display error
message and stop
processing
SD

SD2.1-0090

Activity:

Upload from spreadsheet and check condition records and validity

Author:

Ident-No.

SD2.1-0100

Date:
Version:

1.0

Activity valid for

process-variants

Create quotations automatically from spreadsheet.

Processing
What is done?

A spreadsheet with material numbers and quantities has to be upload into SAP-Systems.
The system gets the related pricing information for each record and creates quotations, grouped by the
currency of the pricing records.

Remarks
Needed Input
Information

Spreadsheet: material-No, quantity.

Output
Information

Selection screen: ordering customer, OEM customer, ship to customer, pricing data, validity, sales organization,
distribution channel, divition, reference No.
Quotations(flash up the document No.)
Error message(flash up the detailed error message)

Which System

SAP, YAZEU/YSD_GENQUOT

Links to other
documents