Quotation Processing With Easy Cost Planning

SAP ECC 6.00 June 2008 English E72: ETO – Quotation Processing with Easy Cost Planning Scenario Business Process Procedures SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning Germany Copyright © Copyright 2008 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. 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Example text EXAMPLE TEXT Example text EXAMPLE TEXT Example text © SAP AG Page 4 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning Contents 1 Purpose.....................................................................................................................................................7 1.1 Process Flow......................................................................................................................................7 1.1.1 Process with Manual creation of Quotation – Variant 1................................................................7 1.1.2 Process with Automatic creation of Quotation – Variant 2............................................................7 1.1.3 Use of Inquiry and automatic Quotation Creation – Variant 3.......................................................8 2 Preliminary Steps......................................................................................................................................9 2.1 Uploading the Evaluation Role............................................................................................................9 3 Business Process Procedure – Variant 1................................................................................................10 3.1 Creating Quotation............................................................................................................................10 3.2 Managing Business Documents........................................................................................................12 3.3 Changing Quotation..........................................................................................................................13 3.4 Rough Project Planning....................................................................................................................15 3.5 Project Scheduling............................................................................................................................16 3.6 Easy Cost Planning...........................................................................................................................16 3.7 Transferring Calculation Result into Customer Quotation ................................................................18 3.8 Creating Further Customer Quotation Versions................................................................................20 3.9 Entering Times for Corresponding Project Elements........................................................................21 3.10 Approving Confirmation Data..........................................................................................................22 3.11 Transferring Costs and Cost Controlling.........................................................................................23 3.12 Analyzing the Quotation Versions...................................................................................................24 4 Business Process Procedure – Variant 2................................................................................................26 4.1 Create the Project ............................................................................................................................27 4.2 Managing Business Documents........................................................................................................29 4.3 Rough Project Planning....................................................................................................................30 4.4 Project Scheduling............................................................................................................................31 4.5 Easy Cost Planning...........................................................................................................................32 4.6 Creating Quotation............................................................................................................................34 4.7 Changing Quotation..........................................................................................................................35 4.8 Creating Further Customer Quotation Versions................................................................................37 4.9 Entering Times for Corresponding Project Elements........................................................................37 4.10 Approving Confirmation Data..........................................................................................................39 4.11 Transferring Costs and Cost Controlling.........................................................................................39 4.12 Analyzing the Quotation Versions...................................................................................................40 5 Business Process Procedure – Variant 3................................................................................................42 5.1 Create an operative Project .............................................................................................................43 5.2 Creating Inquiry.................................................................................................................................45 5.3 Managing Business Documents........................................................................................................46 5.4 Rough Project Planning....................................................................................................................48 5.5 Project Scheduling............................................................................................................................49 5.6 Easy Cost Planning...........................................................................................................................49 5.7 Creating Quotation............................................................................................................................51 © SAP AG Page 5 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning 5.8 Changing Quotation..........................................................................................................................52 5.9 Creating Further Customer Quotation Versions................................................................................55 5.10 Entering Times for Corresponding Project Elements......................................................................56 5.11 Approving Confirmation Data..........................................................................................................57 5.12 Transferring Costs and Cost Controlling.........................................................................................58 5.13 Analyzing the Quotation Versions...................................................................................................59 © SAP AG Page 6 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning ETO - Quot. Proc. with Easy Cost Planning 1 Purpose This scenario describes quotation processing in an engineer-to-order. In this scenario, we assume that the customer delivers a detailed description of his/her request in a Word® file. Furthermore, we also assume that quotation processing for such complex requests is always similar. Many employees in the company are involved in quotation processing but only one person is the process owner. The process owner has to steer the whole process and is responsible for internal and external tasks, as well as for successfully handling the process with the customer as far as time and budget are concerned. 1.1 Process Flow There are three alternative Process Flows: 1.1.1 Process with Manual creation of Quotation – Variant 1 The first step in the scenario is entering the relevant information for the quotation. The prospective customer wishes to extend his/her production line and thus requests a robot route. Because of the high volume and costs involved, a credit limit check is required. You have to enter a global item number in the quotation. When you save this quotation, a project with a network is automatically generated. As the project owner, you use the project builder to detail the generated project structure with the corresponding network. You also connect the specifications provided by the prospective customer with the quotation or the WBS – element. In this way, each involved person can look at the requested details. You then use the generated network to plan the different activities in a rough project plan. You adapt the standard network and the details to meet your requirements After you have completed several activities, you are able to make a rough calculation. To do this, we have created a scheme for the Easy cost planning function. You can use Easy Cost Planning to define a specific surface for calculating complex plant requirements. We have installed a proposal for such a scheme, using characteristics from our requested robot route. For each characteristic, we defined a ‘mini item number’ with a set price. The result is transferred manually to the corresponding quotation. Using a tool called Cross application time sheet (CATS), the members of the project team have to record the time they needed to complete their tasks directly on the corresponding WBS-element. Recording all the times enables you to recalculate the costs of the quotation In most cases, further quotations are necessary before the customer accepts the proposal. For this reason, we use versions for the quotations. All the versions are linked together, so that you can analyze and compare the actions taken to secure the order. 1.1.2 Process with Automatic creation of Quotation – Variant 2 The first step in the scenario is entering the relevant information for the quotation. The prospective customer wishes to extend his/her production line and thus requests a robot route. Because of the high volume and costs involved, a credit limit check is required. As the project owner, you use the project builder to detail the generated project structure with the corresponding network based on standard template. You also connect the specifications provided by the prospective customer with the quotation or the WBS – element. In this way, each involved person can look at the requested details. You then use the generated network to plan the different activities in a rough project plan. You adapt the standard network and the details to meet your requirements © SAP AG Page 7 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning After you have completed several activities, you are able to make a rough calculation. To do this, we have created a scheme for the Easy cost planning function. You can use Easy Cost Planning to define a specific surface for calculating complex plant requirements. We have installed a proposal for such a scheme, using characteristics from our requested robot route. For each characteristic, we defined a ‘mini item number’ with a set price. The result is transferred automatically to a quotation, which is created directly from Project Builder. Using a tool called Cross application time sheet (CATS), the members of the project team have to record the time they needed to complete their tasks directly on the corresponding WBS-element. Recording all the times enables you to recalculate the costs of the quotation In most cases, further quotations are necessary before the customer accepts the proposal. For this reason, we use versions for the quotations. All the versions are linked together, so that you can analyze and compare the actions taken to secure the order. 1.1.3 Use of Inquiry and automatic Quotation Creation – Variant 3 The first step in the scenario is entering the relevant information in an Inquiry. The prospective customer wishes to extend his/her production line and thus requests a robot route. Because of the high volume and costs involved, a credit limit check is required. You have to enter a global item number in the Inquiry. As the project owner, you use the project builder to create a project structure based on a template and detail the generated project structure with the corresponding network. You also connect the specifications provided by the prospective customer with the quotation or the WBS – element. In this way, each involved person can look at the requested details. You then use the copied network to plan the different activities in a rough project plan. You adapt the standard network and the details to meet your requirements After you have completed several activities, you are able to make a rough calculation. To do this, we have created a scheme for the Easy cost planning function. You can use Easy Cost Planning to define a specific surface for calculating complex plant requirements. We have installed a proposal for such a scheme, using characteristics from our requested robot route. For each characteristic, we defined a ‘mini item number’ with a set price. The result is transferred automatically to a new quotation, either directly from Project Builder or based on an Inquiry.. Using a tool called Cross application time sheet (CATS), the members of the project team have to record the time they needed to complete their tasks directly on the corresponding WBS-element. Recording all the times enables you to recalculate the costs of the quotation In most cases, further quotations are necessary before the customer accepts the proposal. For this reason, we use versions for the quotations. All the versions are linked together, so that you can analyze and compare the actions taken to secure the order. © SAP AG Page 8 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning 2 Preliminary Steps 2.1 Uploading the Evaluation Role Use Before you can begin testing performing the steps described in the Business Process Procedure, you need to upload the evaluation role for this scenario and assign it to your user. An evaluation role enables you to comfortably access all transactions required for the business application testing. Upload the following role: Business Role SAP_BPR_SALESPERSON-S SAP_BPR_ENG_SPECIALIST_EX-S SAP_BPR_EMPLOYEE-S SAP_BPR_PROJECTMANAGER-S SAP_BPR_CONTROLLER-K SAP_BPR_SALESPERSON-E Description Sales Administration Engineering Specialist Employee (Professional User) Project Manager Enterprise Controller Sales Manager Procedure For more information about uploading the evaluation role to the system and working with roles, see the Essential Information building block. © SAP AG Page 9 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning 3 Business Process Procedure – Variant 1 3.1 Creating Quotation Use This is the first system entry you make for the customer request. Alternatively, you can create the quotation with reference to an existing request for quotation. Prerequisites The prospective customer’s specification documents are available as a file and the relevant process owner have been defined. In addition, the master data for the customer has been maintained in the system. Additionally, you require templates for a standard WBS and for a standard network. The allocation of the material number to the standard network has to be set in the system. Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics → Sales and Distribution → Sales → Quotation → Create VA21 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Sales Administration (SAP_BPR_SALESPERSON-S) Sales → Quotations → Create Quotation User Action and Values YMAG ZP01 98 98 Comment E72 Quotation 2. On the Create Quotation: Initial Screen, enter the following data: Field Name Quotation Type Sales Organization Distribution channel Division Description 3. Confirm your entries with Enter. 4. On the Create: E72 Quotation: Overview screen, enter the following data: Field Name E72: Quotation Description The quotation key number User Action and Values External number in the range beginning with R (for request) and 4 digits for Comment External number © SAP AG Page 10 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning example R0001. Make a note of the quotation number R____. Sold-to party Purch.order no. Deliver. Plant Prospective customer PO number of the customer The logistical assignment of the quotation 7200 RFS Robot Route 01 ZP01 Use input help To select all referred quotations Depending on your organizational structure Comes from material master data Valid to Material Material number of quotation process Z72-1000 It is possible to prepare several material numbers for several quotation processes in correspondence with different standard networks Order quantity 1 5. The system now creates the connection to the standard network. Confirm the entries with Enter. 6. The system then displays the Network Create: Characteristic Value Assignment screen, which is divided into two vertical areas. The left side of the screen displays the configuration structure with the corresponding status and the right side of the screen displays the actual characteristic value assignment for the relevant configuration level. 7. On the Network Create: Characteristic Value Assignment screen, enter or change the following values in the Characteristic value assignment table (these are default values only, you can select other permitted values using the input help, if required): Field name Easy Cost planning or manually Detail Design YES / NO Description User Action and Values 01 Comment Easy Cost Planning Select using the input help (F4) YES Select using the input help (F4) 01 8. Confirm your entries with Enter. All the characteristic values are replaced with their corresponding descriptions. 9. Choose Back (F3). 10. Ignore the message Costing values cannot be copied because condition type is missing if it appears by choose Continue (Enter). 11. On the E72: Quotation: Availability Control screen, choose Continue. 12. If a pricing error appears, the mandatory price PR00 is missing. This message is for information purposes only. This message is displayed each time you change the quotation, until you transfer the price from Easy Cost Planning. © SAP AG Page 11 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning 13. Choose Save. 14. The system automatically creates a project structure with a network that is based on a standard WBS or standard network. 15. If the Standard WBS M-0001 has not been released dialog box appears, choose Continue (Enter) to confirm it. 16. Choose Back(F3) to return to the SAP Easy Access screen. (In NWBC: Simply close the session) Result You have created a quotation with the number Rxxxx (for example, R0001). You can display the quotation: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics → Sales and Distribution → Sales → Quotation → Display VA23 On the Display Quotation: Initial Screen, enter the quotation number and confirm your entry with Enter. Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Sales Administration (SAP_BPR_SALESPERSON-S) Sales → Quotations Select the tab All Quotations and click on your quotation. 1. On the Display E72: Quotation R0001: Overview screen, select Item 10 and choose Schedule lines for item. 2. On the Display E72: Quotation R0001: Item Data screen, choose Network. 3. You now have access to the network that was created automatically in the background when you saved the quotation. Choose Back. 4. On the Display E72: Quotation R0001: Item Data screen, select the Account assignment tab. In the WBS element field, you can see the project number created by the system. 3.2 Managing Business Documents Use To manage all the relevant information delivered by the prospective customer, we recommend that you use the document management module of mySAP PLM. In this scenario, you want to file the Request for Solution document, which contains a definition of the details of the specification. This document is linked with the business object ‘quotation’. In this activity, you look at the document created by an eCATT procedure the building block installed. Prerequisites The original file RFS_ROBOT_ROUTE_E72.DOC has to be available on your local hard disk under C:\SAP DI\E72 RFS for the initial upload. The eCATT /SMB50/CV01N_O001_H75_E72 must have been executed. © SAP AG Page 12 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC role menu Transaction code Logistics → Central Functions → Engineering → Document → Document → Change CV02N Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Engineering Specialist (SAP_BPR_ENG_SPECIALIST_EX-S) Engineering → Document Management → Change Document 2. On the Display Document: Initial Screen, enter the following data: Field Name Document Document Type Description The number of the document User Action and Values Select RFS_E72 using the input help Y72 Comment RFS for Request of Solutions 3. Confirm with Enter. 4. On the Change Document: Basic Data Quotation documents (Y72) screen, in the Originals tab page, select the document by positioning the cursor on the ‘DOC-File-RFS-ROBOT-ROUTE’. This is the description of the document assigned. It is assigned as a WinWord application (WWI) and is stored in the DMS category, which means it is stored at a central storage location on the SAP database. For display purposes it is copied to your local desktop. 5. Choose Display. 6. Select the Object Links tab page. Here you can see all the business objects linked to the quotation, if such object links exist. Links include sales document items and WBS elements. You can link from the document master data or from the business object. 7. Select WBS Element tab page view, enter the following data: Field Name WBS element Description User Action and Values M-R0001-01-01 Comment You have created a quotation with the number Rxxxx (for example, R0001) 8. Confirm with Enter. 9. Save changes then you will be automatically back to the search document screen. 10. Choose Back to return to the SAP Easy Access screen. (In NWBC: Simply close the session) 3.3 Changing Quotation Use © SAP AG Page 13 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning If you did not assign the original document file detailing the customer requests, you can change the quotation now. Prerequisites The prospective customer’s specification documents available as a file and it is linked to a document master record in the system. For this reason, you use document type Y72, since this type allows for connectivity to quotations and WBS elements. Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Field name Quotation Logistics → Sales and Distribution → Sales → Quotation → Change VA22 User Action and Values Rxxxx (example R0001) Comment Normally the last used quotation number is already inserted On the Change Quotation: Initial Screen, enter the following data: Description Quotation Number Confirm your entries with Enter. Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Sales Administration (SAP_BPR_SALESPERSON-S) Sales → Quotations Launch the powerlist All Quotations by clicking on the tab All Quotations. Mark the line of your quotation (for example R0001) and press the button Change. Please note: If there are a lot of quotations present in the system, you might restrict the displayed quotations using the button Search Criteria. 2. On the Change E72: Quotation Rxxxx: Overview screen, choose Extras → Documents. (NWBC: More…  Extras → Documents) 3. Make the following entries: Field name Typ Document Description Document type The document number User Action and Values Y72 Use input help to select the correct document (Document RFS_E72) Comment The prepared document type for this process see prerequisites 4. Confirm your entries with Enter. 5. Position the cursor on the relevant document number and choose Display Originals (F5). If more than one original is linked, a dialog box appears, in which you can select the relevant document. 6. Close the document. 7. Choose Continue (F8). 8. Choose Save (Ctrl+S). 9. Choose Back (F3) to return to the SAP Easy Access screen. (In NWBC: Simply close the session) Result © SAP AG Page 14 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning The external document is linked with the quotation and is now available in the system, wherever you have access to quotations. 3.4 Rough Project Planning Use After the quotation has been created in the system, the process owner/project leader, adapts the operative structures from the standard project templates. You schedule and restructure it. Furthermore, you can also assign resources to the network activity. Resources are planned as work center capacities. In this case, we enhance the network with another activity (Mechanical Engineering) to plan the engineering required to create the robot production line. Prerequisites Work center with capacity master data exists. Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics → Project System → Project → Project Builder CJ20N Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Project Manager (SAP_BPR_PROJECTMANAGER-S) Project Management → Project Execution → Project Builder 2. Confirm the dialog boxes that appear the first time you access the project builder with Enter. 3. On the Project Builder screen, choose Field name Project definition 4. Confirm the entry with Enter. 5. On the Project Builder: Project M-R0001 screen, choose header. Expand all and choose Network Description Open. User Action and Values The quotation number you noted before with the M. Comment For example, M-R0001 6. In the left screen area, highlight the project definition with left click on it and choose (NWBC: More… →) Edit → Status → Release. 7. Choose Save to save the project. 8. Confirm any warnings with Enter. 9. Choose Exit (Shift+F3) to return to the SAP Easy Access menu. (In NWBC: Simply close the session) Result If you release the project at the highest WBS element level, all the objects on the next levels are released automatically. The system status changes from CRTD to REL. The project maintained is available in the worklist. The worklist is displayed in the lower-left area of the project builder screen. © SAP AG Page 15 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning 3.5 Project Scheduling Use After adapting the WBS elements and the network activities, you can schedule the whole project to determine realistic end and start dates. Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics → Project System → Project → Project Builder CJ20N Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Project Manager (SAP_BPR_PROJECTMANAGER-S) Project Management → Project Execution → Project Builder 2. On the Project Builder screen, from the worklist, select the project M-R0001. Select the project and use drag and drop to move it into the upper-left screen area. 3. Expand the whole project in the left screen area by selecting the top WBS element Expand All. 4. Choose Project planning board. and choosing 5. On the Project: Change screen, choose Select All to select all the elements and choose Schedule, or Edit → Functions → Schedule from the menu bar. 6. Choose Back (F3) to return to the Project Builder: Project M-R0001 screen. 7. Save your entries and go back to the SAP Easy Access screen. (In NWBC: Simply close the session) Result You now have a work breakdown structure (WBS) with scheduled finish and start dates for each WBS element. You can check the dates by selecting the WBS element M-R0001-01-01. In the right screen area, on the Dates tab page, you can see start and finish dates for the selected WBS element. 3.6 Easy Cost Planning Use The Easy Cost Planning calculation tool is used to get a first, rough quotation price. This functionality is normally used for initial quotations, which become more detailed during the quotation creation process. Prerequisites  Model for easy cost planning Page 16 of 61 © SAP AG SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning   Characteristics and values that are maintained as mini material master data with standard prices. The project profile YM0001 has been prepared with the planning profile Y00002 Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics → Project System → Project → Project Builder CJ20N Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Project Manager (SAP_BPR_PROJECTMANAGER-S) Project Management → Project Execution → Project Builder 2. On the Project Builder: Project M-Rxxxxx screen, select the project M-Rxxxxx from your work list or open the relevant project. Select the WBS element Calcul Offre M-Rxxxxx-01-01 and choose Easy Cost Planning from the activities bar. Field name Costing variant Description The profile for easy cost planning User Action and Values PS06 Comment Default. Usually predefined by the project profile 3. Choose Create Cost Estimate. 4. In the frame on the left side of the screen, select the WBS element Calcul Offre and choose Choose Planning Form to select the costing model. 5. Make the following entries: Field name Costing model Description The relevant costing model has to be selected User Action and Values YM0001 Comment Costing Model for E72 has to be selected 6. Choose Start Search. 7. In the Restricted Value Range dialog box, double-click costing model YM0001. 8. You now determine the values for the robot production line, based on the customer specification. To do so, you use the Easy Cost Planning model provided. The possible entries available for the characteristics may indicate any restrictions. In order to set up the model, it is necessary to create a mini material master data record including the price. Adding together the individual prices from characteristic value assignment results in the total price for the robot production line. Select the characteristics, which are specified in the customer inquiry for the robot production line, in the following way: Characteristic Name SWITCH GEAR CABINET CONTROL CABINET ROBOT ZPOT WELDING GUN © SAP AG Characteristic Value WITH TOP-MOUNTED CABINET WITHOUT TOP-MOUNTED CABINET 3 PC 1 PC Page 17 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning ZICKER ARM ZASIS SYSTEM MECHANICAL ENGINEERING 2 PC MANDATORY 20 9. Choose Confirm. 10. In the status bar, you could see information message : “Messages have been issued. Please refer to the error log”. There is no matter with that for the behaviour of the example. It comes from cost elements not activated with a cost center for the current period. 11. On the left-hand area of the screen, the relevant individual prices and the total price are shown and the total value is displayed. To display details for the individual items, choose F5 (Show/hide item view). You can then see the selected material numbers, quantities, and other details. 12. Note the total amount here: €________ 13. You can build your own view of the information using the layout functions. 14. Go back to the project builder Project M-R0001 screen. 15. Save the data and go back to the SAP Easy Access menu. (In NWBC: Simply close the session) Result You have now created a rough calculation based on the information in the customer specification. 3.7 Transferring Calculation Result into Customer Quotation Use You now have to transfer the calculation result manually from Easy Cost Planning to the quotation for the scenario. Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics → Sales and Distribution → Sales → Quotation → Change VA22 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Sales Administration (SAP_BPR_SALESPERSON-S) Sales → Quotations  Change Quotation © SAP AG Page 18 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning 2. On the change quotation initial screen: screen, enter the following data: Field Name Description User Action and Values Enter the quotation number Rxxxx, that you noted earlier. Comment This is usually the same as the project number, but you can search for the correct document using the WBS-element number. Quotation 3. Confirm your entry with Enter. If a dialog box appears with the message Consider the subsequent documents, confirm it with ENTER. Subsequent documents exist if subsequent documents were created on the basis of the original quotation (initial quotation) or if a customer order was created with this quotation as a reference. Select the relevant item and choose Item Conditions. On the Conditions tab page, a list of all relevant conditions for this quotation is displayed. Ignore the warning message Pricing Error: Mandatory conditions PR00 is missing. 4. In the last row of the table, make the following entries: Field name CnTy Rate Description Condition type Selling price User Action and Values PR00 For example, 1.053.200,00 This should normally be project easy cost planning+ fixed cost + expected margin Comment 5. Confirm your entries with Enter. 6. Since you maintained a customer master data credit limit of €500,000, a dialog box appears warning you that the credit limit has been exceeded by €xxxxx. Confirm this with ENTER. The line you inserted is shown at the top of the list due to the settings in the calculation schema and the system automatically updates the total calculation. 7. Choose F3 to return to the quotation overview screen. 8. Choose Save to save the quotation. 9. The dialog box warning you that the credit limit has been exceeded by €xxxxx appears again. Confirm this with ENTER. 10. Choose Back to return to the SAP Easy Access screen. (In NWBC: Simply close the session) Result As far as the SAP system is concerned, the quotation is finished. The quotation document is usually not detailed enough for quotations for complex products, for example, a robot route. The quotation document is normally used as a basis for a more detailed, structured Word® document. This scenario does not include the creation of this document. © SAP AG Page 19 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning 3.8 Creating Further Customer Quotation Versions Use The customer does not usually accept the first quotation you offer. Technical or commercial changes are often required. Therefore, you have to create further quotations. All the quotations have to correspond to one another. Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics → Sales and Distribution → Sales → Quotation → Create VA21 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Sales Administration (SAP_BPR_SALESPERSON-S) Sales → Quotations → Create Quotation 2. On the Create Quotation: Initial Screen, enter the following data: Field name Quotation type Sales organization Distribution Channel Division Description User Action and Values YMAG ZP01 98 98 Comment 3. Choose Create with Reference (F8) 4. Choose the Quotat. tab page and, in the Quot. field, fill in the quotation number you noted earlier (for example, R0001) or select the relevant quotation using the WBS element or purchase order number 5. 6. 7. 8. Choose Copy (F5). On the E72: Quotation: Availability Control screen, choose Continue. Ignore any pricing error messages by choosing Continue (Enter). In the E72: Quotation field, enter a new quotation number RXXXX01. 9. Select the relevant item and choose Item Conditions. 10. Modify the quotation by defining a new price and giving a discount. 11. In the last row of the table, make the following entries: Field name CnTy Amount © SAP AG Description Condition type The amount User Action and Values RB00 -2000 Comment Discount amount EUR Page 20 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning 12. 13. 14. 15. Confirm your entries with Continue (Enter). The system calculates a new result. Save the changes with Save. If the credit check warning appears again, confirm it with Continue (Enter). Choose Back to return to the SAP Easy Access screen. (In NWBC: Simply close the session) 3.9 Entering Times for Corresponding Project Elements Use The required time (or the costs incurred) for handling this quotation project is (are) recorded using the cross application time sheet (CATS). You can also collect other information, for example, journey information in CATS. Prerequisites   A personnel number (mini HR master record), in this case 99. A profile for time entry (for example, YM01), and the activity type 31 (R&D Activity). Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC role menu Transaction code Accounting  Project System  Progress  Confirmation  Time Sheet  CATS Classic  Record Working Times CAT2 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Employee (Professional User) (SAP_BPR_EMPLOYEE-S) Control Panel  Employee Services  Time Sheet: Maintain Times 2. On the Time Sheet: Initial Screen, enter the following data: Field name Data entry profile Personnel number 3. Confirm with Enter. 4. Check the following entry: Field name Key Date Description The period for which you should enter times User Action and Values Comment Today’s date is displayed when you choose ENTER. Description User Action and Values YM01 Comment The special profile for confirmation times regarding WBS elements For this personnel number there is a mini personnel master data 99 5. Choose Enter Times (F5). 6. On the Time Sheet: Data Entry View screen, enter the following data: © SAP AG Page 21 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning Field name ActTyp Receiver WBS element From To Description Activity Type User Action and Values 31 M-R0001-01-01 Comment The WBS element has to be released. The start time of this activity The end time of this activity The system calculates the duration of this activity 7. If your activity type is not activated for a cost center in the current period, you see the following message in the status bar : "Enter activity type only in conjunction with cost center“. Use transaction KP26 to activate. 8. Save your entries. Result After all the times have been recorded using the time sheet, these times are available for confirmation. This means that, as the person responsible for the project, you have to approve the times recorded. Only approved times are transferred to the Controlling object. 3.10 Approving Confirmation Data Use To get an overview of the costs of the quotation, you have to transfer the approved times to accounting. Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC role menu Transaction code Accounting  Project System  Progress  Confirmation  Time Sheet  Approval  Approve Working Times CATS_APPR_LITE Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Project Manager (SAP_BPR_PROJECTMANAGER-S) Project Management → Project Execution  Approve Working Times 2. On the Time sheet: Approve Times screen, enter the following value: Field name Personnel number Description The relevant personnel number User Action and Values 99 Comment You can also select by the whole project or special WBS elements. © SAP AG Page 22 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning 3. Choose Execute (F8). 4. Left-click the entry you want to approve. 5. Select the relevant item and choose Approve. The traffic light symbol changes from yellow to green. 6. Save your entries and go back to the SAP Easy Access menu. (In NWBC: Simply close the session) 3.11 Transferring Costs and Cost Controlling Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC role menu Transaction code Accounting  Project System  Progress  Confirmation  Time Sheet Transfer  Accounting CAT7 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Enterprise Controller (SAP_BPR_CONTROLLER-K) Overhead Cost Controlling → Period Close → CATS: Transfer Data to CO 2. On the CATS Transfer to controlling screen, enter the following data: Field name Personnel number Description The relevant personnel number User Action and Values 99 Comment The selected items are transferred 3. Deselect the Test Run check box. 4. Choose Execute (F8). 5. On the CATS: Transfer to Controlling screen, you can see the costs have been transferred to the costing element. 6. Choose Back to return to the SAP Easy Access screen. (In NWBC: Simply close the session) To get an overview of the cost situation of the quotation project, you use the controlling information system. 7. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC role menu Transaction code Logistics → Project System → Information System → Financials → Costs → Plan-based → Hierarchical → Plan/Actual/Variance S_ALR_87013532 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role menu Project Management → Project Reports → Selection: Plan/Actual/Variance. © SAP AG Page 23 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning 8. If you receive the popup Set Controlling Area, enter ZP01 and choose continue. 9. On the Selection: Plan/Actual/Variance screen, enter the following data: Field name Database profile Description User Action and Values 000000000001 Comment We can use the standard profile 10. Choose Continue. 11. On the Selection: Plan/Actual/Variance screen, make the following entry: Field name Project Description Project Number User Action and Values M-R0001 Comment The project of the WBS element, which has to be controlled. 12. Remove the network number and the material number. 13. Choose Execute. 14. On the Execute Plan/Actual/Variance: Overview screen, choose Call up report. In the Project line item selection dialog box, choose Project actual cost line items, then Copy. The costs that are posted from SAP HR function are displayed in the screen that follows. 15. Choose Back to return to the SAP Easy Access screen. (In NWBC: Simply close the session) 3.12 Analyzing the Quotation Versions Use The purpose of this activity is to get an overview of all the quotations for a material, project, or customer. There are several ways of doing this. Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics → Sales and Distribution → Sales → Quotation → Change VA22 2. On the Change Quotation: Initial Screen, select your quotation project (search using the WBS element) and choose Search. Field name WBS Element Description M/K/B M User action and values M-R0001-01-01 Comment 3. All the quotations that you have created for the relevant WBS element are displayed. 4. You can also display the quotations for a certain material or a certain sold-to-party. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP menu Logistics → Sales and Distribution → Sales → Information System → Quotations → Quotations List Page 24 of 61 © SAP AG SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning Transaction code VA25 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Sales Manager SAP_BPR_SALESPERSON-E Sales → Quotations → List of Quotations 5. On the List of quotations screen, make the following entries: Field name Sold-to-party Material Valid from Description User Action and Values 7200 Z72-1000 Today or a date in the past Default value is normally 4 weeks in the future. You can change this depending on the validity strategy Only open quotations. Does not give an overview of the whole history Select The whole history of a project is listed. Depends on the aim of the analysis Comment Or Valid To Selection criteria Open quotations Selection criteria All quotations 6. Choose Organizational data and enter the following data: Field name Sales organization Distribution channel Division Description User Action and Values ZP01 98 98 Comment 7. Confirm your entries with Enter to execute the list. In the list that is displayed, the relevant information for the selected quotations is displayed. You can compare all the open quotations or analyze the values of individual quotations. You can also create an individual list by defining your own layout. Furthermore, you can change one of the selected quotations by double-clicking on the relevant document number. Choose Back to return to the SAP Easy Access menu (In NWBC: Simply close the session). Result The ETO quotation process ends with the quotation analysis. In addition to this, you could create a customer order as a copy of the accepted quotation. The document flow gets completely documented. It starts with the first quotation version and ends with the final billing. Sales Order Processing is described in the scenarios E73 Engineer-to-Order (ETO) – Project Manufacturing – Sales Order Processing and E71 Make-to-Order (MTO) Manufacturing – Sales Order Processing with Variant Configuration. © SAP AG Page 25 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning 8. Save your entries. Result After all the times have been recorded using the time sheet, these times are available for confirmation. This means that, as the person responsible for the project, you have to approve the times recorded. Only approved times are transferred to the Controlling object. . 4 Business Process Procedure – Variant 2 As described above the Quotation can also be created based on the Project Easy Cost Planning, either from an Inquiry or directly from the Project Builder. In this scenario you create the project manually. You can use Easy Cost Planning to make the calculation. You then use the sales price calculation to transfer the result from planning to the quotation (transaction DP81, NWBC: Sales  Quotations  PS: Sales Pricing). This tool allows you to automatically create a new quotation for the customer. If the customer does not accept the quotation, you can change the planning and the sales pricing for the project and run through the procedure again to generate another quotation. The flow corresponds to the below diagram (without the Inquiry). © SAP AG Page 26 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning Prerequisites Choose the DIP profile and use Easy Cost Planning as the source. Define Sales Pricing and Quotation as Usage for the profile. Assign a sales order type used for quotations in the profile for this usage. Assign a condition type from the pricing sheet for this document type for the transfer of costs from Easy Cost Planning to the quotation. Create and assign a Partner Profile, either directly in the Project Profile or when you create the operative project. The DIP profile can also be entered in the Project Profile as a default value or directly in the operative project. A standard template was defined for the operative project. In the standard scenario (Variant 1) this template is used to automatically create a project from the Quotation. Here the template is used to create a project directly. Procedure 4.1 Create the Project © SAP AG Page 27 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC role menu Transaction code Logistics  Project System  Project  Project Builder CJ20N Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Project Manager (SAP_BPR_PROJECTMANAGER-S) Project Management  Project Execution  Project Builder 2. In the screen area Project structure, select the button Create  Copy project. 3. In the Create Project dialog box, make the following entries: Field name Project Def. Description Start Finish date Project Profile Std proj. def. Description Key identifying the project definition The first text line of the short description Planned start date of the project Planned finishing date of the project The profile key number Standard project definition User Action and Values M-RXXXX St. Project profile Autom. Quot. M-00001 Select using input help Comment M-R1000 is used throughout as an example. 4. Select all the checkboxes in the bottom section, except With WBS Documents. 5. 6. 7. 8. Choose Create Project to create the new project. Choose YES to Copy options from profile St. Project profile Autom. Quot.. Confirm the informational dialog box (Standard WBS M-00001 has not been released) with ENTER. On the Network Create: Characteristic Value Assignment screen, enter or change the following values in the Characteristic value assignment table (these are default values only, you can select other permitted values using the input help, if required): Field name Easy Cost planning or manually Detail Design YES / NO Description User Action and Values 01 Comment Easy Cost Planning Select using the input help (F4) YES Select using the input help (F4) 01 9. Confirm your entries with Enter. All the characteristic values are replaced with their corresponding descriptions. © SAP AG Page 28 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning 10. Press to finish characteristic entry 11. A message “Project scheduling carried out” is shown on the task bar. 12. Go to Tab “Partner” on the project header Field name Function Partner Description Partner Role User Action and Values Sold-to-Party C7300 Comment Select using the input help (F4) Select using the input help (F4) 13. Choose Save. 14. The system automatically creates a project structure with a network that is based on a standard WBS or standard network. 15. Choose Back(F3) to return to the SAP Easy Access screen. (In NWBC: Simply close the session) 4.2 Managing Business Documents Use To manage all the relevant information delivered by the prospective customer, we recommend that you use the document management module of mySAP PLM. In this scenario, you want to file the Request for Solution document, which contains a definition of the details of the specification. This document is linked with the business object ‘quotation’. In this activity, you look at the document created by an eCATT procedure the building block installed. Prerequisites The original file RFS_ROBOT_ROUTE_E72.DOC has to be available on your local hard disk under C:\SAP DI\E72 RFS for the initial upload. The eCATT /SMB50/CV01N_O001_H75_E72 must have been executed. Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC role menu Transaction code Logistics → Central Functions → Engineering → Document → Document → Change CV02N Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Engineering Specialist (SAP_BPR_ENG_SPECIALIST_EX-S) Engineering → Document Management → Change Document 2. On the Display Document: Initial Screen, enter the following data: © SAP AG Page 29 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning Field Name Document Document Type Description The number of the document User Action and Values Select RFS_E72 using the input help Y72 Comment RFS for Request of Solutions 3. Confirm with Enter. 4. On the Change Document: Basic Data Quotation documents (Y72) screen, in the Originals tab page, select the document by positioning the cursor on the ‘DOC-File-RFS-ROBOT-ROUTE’. This is the description of the document assigned. It is assigned as a WinWord application (WWI) and is stored in the DMS category, which means it is stored at a central storage location on the SAP database. For display purposes it is copied to your local desktop. 5. Choose Display. 6. Select the Object Links tab page. Here you can see all the business objects linked to the quotation, if such object links exist. Links include sales document items and WBS elements. You can link from the document master data or from the business object. 7. Select WBS Element tab page view, enter the following data: Field Name WBS element Description User Action and Values M-R1000-01-01 Comment Use the WBS-element that you created in the project and that corresponds to “Calcul Offre” 8. Confirm with Enter. 9. Save changes then you will be automatically back to the search document screen. 10. Choose Back to return to the SAP Easy Access screen. (In NWBC: Simply close the session) 4.3 Rough Project Planning Use After the quotation has been created in the system, the process owner/project leader, adapts the operative structures from the standard project templates. You schedule and restructure it. Furthermore, you can also assign resources to the network activity. Resources are planned as work center capacities. In this case, we enhance the network with another activity (Mechanical Engineering) to plan the engineering required to create the robot production line. Prerequisites Work center with capacity master data exists. Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code © SAP AG Logistics → Project System → Project → Project Builder CJ20N Page 30 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Project Manager (SAP_BPR_PROJECTMANAGER-S) Project Management → Project Execution → Project Builder 2. Confirm the dialog boxes that appear the first time you access the project builder with Enter. 3. On the Project Builder screen, choose Field name Project definition 4. Confirm the entry with Enter. 5. On the Project Builder: Project M-R1000 screen, choose header. Expand all and choose Network Description Open. User Action and Values The name of your project starting with M. Comment For example, M-0073P 6. In the left screen area, highlight the project definition with left click on it and choose (NWBC: More… →) Edit → Status → Release. 7. Choose Save to save the project. 8. Confirm any warnings with Enter. 9. Choose Exit (Shift+F3) to return to the SAP Easy Access menu. (In NWBC: Simply close the session) Result If you release the project at the highest WBS element level, all the objects on the next levels are released automatically. The system status changes from CRTD to REL. The project maintained is available in the worklist. The worklist is displayed in the lower-left area of the project builder screen. 4.4 Project Scheduling Use After adapting the WBS elements and the network activities, you can schedule the whole project to determine realistic end and start dates. Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics → Project System → Project → Project Builder CJ20N Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Project Manager (SAP_BPR_PROJECTMANAGER-S) Project Management → Project Execution → Project Builder 2. On the Project Builder screen, from the worklist, select the project M-R1000 Select the project and use drag and drop to move it into the upper-left screen area. © SAP AG Page 31 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning 3. Expand the whole project in the left screen area by selecting the top WBS element Expand All. 4. Choose Project planning board. and choosing 5. On the Project: Change screen, choose Select All to select all the elements and choose Schedule, or Edit → Functions → Schedule from the menu bar. 6. Choose Back (F3) to return to the Project Builder: Project M-R1000 screen. 7. Save your entries and go back to the SAP Easy Access screen. (In NWBC: Simply close the session) Result You now have a work breakdown structure (WBS) with scheduled finish and start dates for each WBS element. You can check the dates by selecting the WBS element M-R1000-01-01. In the right screen area, on the Dates tab page, you can see start and finish dates for the selected WBS element. 4.5 Easy Cost Planning Use The Easy Cost Planning calculation tool is used to get a first, rough quotation price. This functionality is normally used for initial quotations, which become more detailed during the quotation creation process. Prerequisites    Model for easy cost planning Characteristics and values that are maintained as mini material master data with standard prices. The project profile YM0001 has been prepared with the planning profile Y00002 Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics → Project System → Project → Project Builder CJ20N Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Project Manager (SAP_BPR_PROJECTMANAGER-S) Project Management → Project Execution → Project Builder 2. On the Project Builder: Project M-Rxxxxx screen, select the project M-Rxxxxx from your work list or open the relevant project. Select the WBS element Calcul Offre M-Rxxxxx-01-01 and choose Easy Cost Planning from the activities bar. Field name © SAP AG Description User Action and Values Comment Page 32 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning Costing variant The profile for easy cost planning PS06 Default. Usually predefined by the project profile 3. Choose Create Cost Estimate. 4. In the frame on the left side of the screen, select the WBS element Calcul Offre and choose Choose Planning Form to select the costing model. 5. Make the following entries: Field name Costing model Description The relevant costing model has to be selected User Action and Values YM0001 Comment Costing Model for E72 has to be selected 6. Choose Start Search. 7. In the Restricted Value Range dialog box, double-click costing model YM0001. 8. You now determine the values for the robot production line, based on the customer specification. To do so, you use the Easy Cost Planning model provided. The possible entries available for the characteristics may indicate any restrictions. In order to set up the model, it is necessary to create a mini material master data record including the price. Adding together the individual prices from characteristic value assignment results in the total price for the robot production line. Select the characteristics, which are specified in the customer inquiry for the robot production line, in the following way: Characteristic Name SWITCH GEAR CABINET CONTROL CABINET ROBOT ZPOT WELDING GUN ZICKER ARM ZASIS SYSTEM MECHANICAL ENGINEERING Characteristic Value WITH TOP-MOUNTED CABINET WITHOUT TOP-MOUNTED CABINET 3 PC 1 PC 2 PC MANDATORY 20 9. Choose Confirm. 10. In the status bar, you could see information message : “Messages have been issued. Please refer to the error log”. There is no matter with that for the behaviour of the example. It comes from cost elements not activated with a cost center for the current period. 11. On the left-hand area of the screen, the relevant individual prices and the total price are shown and the total value is displayed. To display details for the individual items, choose F5 (Show/hide item view). You can then see the selected material numbers, quantities, and other details. 12. You can build your own view of the information using the layout functions. 13. Go back to the project builder Project M-R1000screen. 14. Save the data and go back to the SAP Easy Access menu. (In NWBC: Simply close the session) Result You have now created a rough calculation based on the information in the customer specification. © SAP AG Page 33 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning 4.6 Creating Quotation Use Based on the information entered into the project definition and the calculated costs from Easy Cost Planning you can create a Quotation directly from Project Builder. Prerequisites    easy cost planning has been completed Data for Sales Pricing has been entered in the Project Header. The sold-to-party has been entered in the Partner Tab Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics → Project System → Project → Project Builder CJ20N Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Project Manager (SAP_BPR_PROJECTMANAGER-S) Project Management → Project Execution → Project Builder 2. On the Project Builder screen, from the worklist, select the project M-R1000. Select the project and use drag and drop to move it into the upper-left screen area. If this is the last Project you worked on, it is already there. 3. Open the Project by double-clicking on the project definition in the upper left hand window. 4. Click on “Goto” from the Menu (in NWBC use the More Button to access the Menu list), then select Sales Pricing. 5. You enter a screen containing the dynamic items created based on the definition in the DIP-Profile. 6. You can select and modify the entries you want to transfer to the Quotation 7. 8. Check the Material Number selected based on the definitions in the DIP Profile 9. If you double-click on the line with the Material number a pricing procedure will open and a message “mandatory condition type PR00 is missing” is displayed 10. scroll to the bottom of the pricing procedure and enter condition type PR00 and a sales price 11. Press in to create a Quotation 12. Confirm the Information Message 13. On the Create: E72 Quotation: Overview screen, enter the following data: Field Name Sold-to party Purch.order no. Deliver. Plant © SAP AG Description Prospective customer PO number of the customer The logistical User Action and Values C7300 RFS Robot Route 01 ZP01 Comment Copied automatically from Project definition To select all referred quotations Depending on your Page 34 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning assignment of the quotation Valid to Material Material number of quotation process Z73-1000 organizational structure Comes from material master data The Material Number is taken from the definition in the DIP profile The Quantity i staken from the DIP profile as well Order quantity 1 14. Ignore the Pricing error “mandatory condition type PR00 is missing” message 15. Mark the Line Item and press to check that the selected values have been transferred to the correct condition type EK02. If you did not enter a Price in condition type PR00 in the Sales price screen, you can do it here too. 16. Press Save to finish Quotation creation 17. Choose Back to return to the SAP Easy Access screen. (In NWBC: Simply close the session) 4.7 Changing Quotation Use If you did not assign the original document file detailing the customer requests, you can change the quotation now. Prerequisites The prospective customer’s specification documents available as a file and it is linked to a document master record in the system. For this reason, you use document type Y72, since this type allows for connectivity to quotations and WBS elements. Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Field name Quotation Logistics → Sales and Distribution → Sales → Quotation → Change VA22 User Action and Values Number of quotation created in the previous step) Comment Normally the last used quotation number is already inserted On the Change Quotation: Initial Screen, enter the following data: Description Quotation Number Confirm your entries with Enter. Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role © SAP AG Sales Administration (SAP_BPR_SALESPERSON-S) Page 35 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning Business role menu Sales → Quotations Launch the powerlist All Quotations by clicking on the tab All Quotations. Mark the line of your quotation and press the button Change. Please note: If there are a lot of quotations present in the system, you might restrict the displayed quotations using the button Search Criteria. 2. On the Change E72: Quotation Rxxxx: Overview screen, choose Extras → Documents. (NWBC: More…  Extras → Documents) 3. Make the following entries: Field name Typ Document Description Document type The document number User Action and Values Y72 Use input help to select the correct document (Document RFS_E72) Comment The prepared document type for this process see prerequisites 4. Confirm your entries with Enter. 5. Position the cursor on the relevant document number and choose Display Originals (F5). If more than one original is linked, a dialog box appears, in which you can select the relevant document. 6. Close the document. 7. Choose Continue (F8). 8. Choose Save (Ctrl+S). 9. Choose Back (F3) to return to the SAP Easy Access screen. (In NWBC: Simply close the session) Result The external document is linked with the quotation and is now available in the system, wherever you have access to quotations. © SAP AG Page 36 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning 4.8 Creating Further Customer Quotation Versions Use The customer does not usually accept the first quotation you offer. Technical or commercial changes are often required. Therefore, you have to create further quotations. The new Quotations are based on changes in the calculated costs from Easy Cost Planning. Only one Sales Price is kept per Project, to create different Versions which are available for Reporting and comparison, Project Version must be used. The Quotations are not referenced to each other; there is no document flow. Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics → Project System → Project → Project Builder CJ20N Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Project Manager (SAP_BPR_PROJECTMANAGER-S) Project Management → Project Execution → Project Builder 2. On the Project Builder: Project M-Rxxxxx screen, select the project M-Rxxxxx from your work list or open the relevant project. Select the WBS element Calcul Offre M-Rxxxxx-01-01 and choose Easy Cost Planning from the activities bar. Modify the entries based on changed requirements and press confirm. Choose Back to return to the Project overview Run the Steps described in the previous step. Choose Back to return to the SAP Easy Access screen. (In NWBC: Simply close the session) 3. 4. 5. 16. 4.9 Entering Times for Corresponding Project Elements Use The required time (or the costs incurred) for handling this quotation project is (are) recorded using the cross application time sheet (CATS). You can also collect other information, for example, journey information in CATS. Prerequisites   A personnel number (mini HR master record), in this case 99. A profile for time entry (for example, YM01), and the activity type 31 (R&D Activity). Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC role menu © SAP AG Accounting  Project System  Progress  Confirmation  Time Page 37 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning Sheet  CATS Classic  Record Working Times Transaction code CAT2 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Employee (Professional User) (SAP_BPR_EMPLOYEE-S) Control Panel  Employee Services  Time Sheet: Maintain Times 2. On the Time Sheet: Initial Screen, enter the following data: Field name Data entry profile Personnel number 3. Confirm with Enter. 4. Check the following entry: Field name Key Date Description The period for which you should enter times User Action and Values Comment Today’s date is displayed when you choose ENTER. Description User Action and Values YM01 Comment The special profile for confirmation times regarding WBS elements For this personnel number there is a mini personnel master data 99 5. Choose Enter Times (F5). 6. On the Time Sheet: Data Entry View screen, enter the following data: Field name ActTyp Receiver WBS element From To The start time of this activity The end time of this activity Description Activity Type User Action and Values 31 M-R1000-01-01 The system calculates the duration of this activity The WBS element has to be released. Comment 7. If your activity type is not activated for a cost center in the current period, you see the following message in the status bar : "Enter activity type only in conjunction with cost center“. Use transaction KP26 to activate. 8. Save your entries. Result After all the times have been recorded using the time sheet, these times are available for confirmation. This means that, as the person responsible for the project, you have to approve the times recorded. Only approved times are transferred to the Controlling object. © SAP AG Page 38 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning 4.10 Approving Confirmation Data Use To get an overview of the costs of the quotation, you have to transfer the approved times to accounting. Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC role menu Transaction code Accounting  Project System  Progress  Confirmation  Time Sheet  Approval  Approve Working Times CATS_APPR_LITE Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Project Manager (SAP_BPR_PROJECTMANAGER-S) Project Management → Project Execution  Approve Working Times 2. On the Time sheet: Approve Times screen, enter the following value: Field name Personnel number Description The relevant personnel number User Action and Values 99 Comment You can also select by the whole project or special WBS elements. 3. Choose Execute (F8). 4. Left-click the entry you want to approve. 5. Select the relevant item and choose Approve. The traffic light symbol changes from yellow to green. 6. Save your entries and go back to the SAP Easy Access menu. (In NWBC: Simply close the session) 4.11 Transferring Costs and Cost Controlling Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC role menu Transaction code Accounting  Project System  Progress  Confirmation  Time Sheet Transfer  Accounting CAT7 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Enterprise Controller (SAP_BPR_CONTROLLER-K) Overhead Cost Controlling → Period Close → CATS: Transfer Data to CO 2. On the CATS Transfer to controlling screen, enter the following data: © SAP AG Page 39 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning Field name Personnel number Description The relevant personnel number User Action and Values 99 Comment The selected items are transferred 3. Deselect the Test Run check box. 4. Choose Execute (F8). 5. On the CATS: Transfer to Controlling screen, you can see the costs have been transferred to the costing element. 6. Choose Back to return to the SAP Easy Access screen. (In NWBC: Simply close the session) To get an overview of the cost situation of the quotation project, you use the controlling information system. 7. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC role menu Transaction code Logistics → Project System → Information System → Financials → Costs → Plan-based → Hierarchical → Plan/Actual/Variance S_ALR_87013532 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role menu Project Management → Project Reports → Selection: Plan/Actual/Variance. 8. If you receive the popup Set Controlling Area, enter ZP01 and choose continue. 9. On the Selection: Plan/Actual/Variance screen, enter the following data: Field name Database profile Description User Action and Values 000000000001 Comment We can use the standard profile 10. Choose Continue. 11. On the Selection: Plan/Actual/Variance screen, make the following entry: Field name Project Description Project Number User Action and Values M-R1000 Comment The project of the WBS element, which has to be controlled. 12. Remove the network number and the material number. 13. Choose Execute. 14. On the Execute Plan/Actual/Variance: Overview screen, choose Call up report. In the Project line item selection dialog box, choose Project actual cost line items, then Copy. The costs that are posted from SAP HR function are displayed in the screen that follows. 15. Choose Back to return to the SAP Easy Access screen. (In NWBC: Simply close the session) 4.12 Analyzing the Quotation Versions Use © SAP AG Page 40 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning The purpose of this activity is to get an overview of all the quotations for a material, project, or customer. There are several ways of doing this. Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics → Sales and Distribution → Sales → Quotation → Change VA22 2. On the Change Quotation: Initial Screen, select your quotation project (search using the WBS element) and choose Search. Field name WBS Element Description M/K/B M User action and values M-R1000-01-01 Comment 4. All the quotations that you have created for the relevant WBS element are displayed. 5. You can also display the quotations for a certain material or a certain sold-to-party. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP menu Transaction code Logistics → Sales and Distribution → Sales → Information System → Quotations → Quotations List VA25 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Sales Manager SAP_BPR_SALESPERSON-E Sales → Quotations → List of Quotations 6. On the List of quotations screen, make the following entries: Field name Sold-to-party Material Valid from Description User Action and Values C7300 Z73-1000 Today or a date in the past Default value is normally 4 weeks in the future. You can change this depending on the validity strategy Only open quotations. Does not give an overview of the whole history Depends on the aim of the analysis Comment Or other Customer used Valid To Selection criteria Open quotations © SAP AG Page 41 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning Selection criteria All quotations Select The whole history of a project is listed. 7. Choose Organizational data and enter the following data: Field name Sales organization Distribution channel Division Description User Action and Values ZP01 98 98 Comment 8. Confirm your entries with Enter to execute the list. In the list that is displayed, the relevant information for the selected quotations is displayed. You can compare all the open quotations or analyze the values of individual quotations. You can also create an individual list by defining your own layout. Furthermore, you can change one of the selected quotations by double-clicking on the relevant document number. Choose Back to return to the SAP Easy Access menu (In NWBC: Simply close the session). Result The ETO quotation process ends with the quotation analysis. In addition to this, you could create a customer order as a copy of the accepted quotation. The document flow gets completely documented. It starts with the first quotation version and ends with the final billing. Sales Order Processing is described in the scenarios E73 Engineer-to-Order (ETO) – Project Manufacturing – Sales Order Processing and E71 Make-to-Order (MTO) Manufacturing – Sales Order Processing with Variant Configuration. 5 Business Process Procedure – Variant 3 Alternative Scenario As an alternative, you can create a scenario that starts with an inquiry. In this scenario, you do not create your project automatically from the quotation, but rather, you create it manually. You can use Easy Cost Planning to make the calculation. You then use the sales price calculation to transfer the result from planning to the quotation (transaction DP81, NWBC: Sales  Quotations  PS: Sales Pricing). You select the inquiry you created and the project you planned before. This tool allows you to automatically create a new quotation for the customer. If the customer does not accept the quotation, you can change the planning and the sales pricing for the project and run through the procedure again to generate another quotation. © SAP AG Page 42 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning For this scenario, you need a DIP profile, which is assigned to the project profile. This scenario is not described in detail in ETO Quotation Process. Prerequisites Choose the DIP profile and use Easy Cost Planning as the source. Define Sales Pricing and Quotation as Usage for the profile. Assign a sales order type used for quotations in the profile for this usage. Assign a condition type from the pricing sheet for this document type for the transfer of costs from Easy Cost Planning to the quotation. The DIP profile can also be entered in the Project Profile as a default value or directly in the operative project. A Partner Profile is not necessary for this scenario because the Partner information is taken from the inquiry. 5.1 Create an operative Project In this scenario an Inquiry is created first. A Quotation is created based on the Inquiry and a Project. The Project is created manually as in the variant 2. Prerequisites © SAP AG Page 43 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning A standard template was defined for the operative project. In the standard scenario this template is used to automatically create a project from the Quotation. Here the template is used to create a project directly. Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC role menu Transaction code Logistics  Project System  Project  Project Builder CJ20N Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Project Manager (SAP_BPR_PROJECTMANAGER-S) Project Management  Project Execution  Project Builder 2. In the screen area Project structure, select the button Create  Copy project. 3. In the Create Project dialog box, make the following entries: Field name Project Def. Description Start Finish date Project Profile Std proj. def. Description Key identifying the project definition The first text line of the short description Planned start date of the project Planned finishing date of the project The profile key number Standard project definition User Action and Values M-RXXXX St. Project profile Autom. Quot. M-00001 Select using input help E72 Comment M-R2000 is used throughout as an example. 4. Select all the checkboxes in the bottom section, except With WBS Documents. 5. 6. 7. 8. Choose Create Project to create the new project. Choose YES to Copy options from profile St. Project profile Autom. Quot.. Confirm the informational dialog box (Standard WBS M-00001 has not been released) with ENTER. On the Network Create: Characteristic Value Assignment screen, enter or change the following values in the Characteristic value assignment table (these are default values only, you can select other permitted values using the input help, if required): Field name Easy Cost planning or manually Detail Design YES / NO Description User Action and Values 01 Comment Easy Cost Planning Select using the input help (F4) YES Select using the input help (F4) 01 © SAP AG Page 44 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning 9. Confirm your entries with Enter. All the characteristic values are replaced with their corresponding descriptions. 10. Press to finish characteristic entry 11. A message “Project scheduling carried out” is shown on the task bar. 12. Go to Tab “Partner” on the project header If you do not see the Tab Partner, you first need to enter the Partner Determ.Proced. (Partner Determination Procedure) on the Control data Tab : enter YPB1 (Partner 72). Field name Function Partner Description Partner Role User Action and Values Sold-to-Party 7200 Comment Select using the input help (F4) Select using the input help (F4) 13. Choose Save. 14. The system automatically creates a project structure with a network that is based on a standard WBS or standard network. 15. Choose Back(F3) to return to the SAP Easy Access screen. (In NWBC: Simply close the session) 5.2Creating Inquiry Use A prospective customer sends you an inquiry for a robot production line. You enter it in the system. The master data for the customer/material is available in the system. The customer’s specification document is available. Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP Menu Transaction code Logistics → Sales and Distribution → Sales → Inquiry → Create VA11 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Sales Administration ( SAP_BPR_SALESPERSON-S) Sales -> Quotations -> Create Inquiry 2. On the Create Inquiry: Initial Screen, enter the following data: Field name Inquiry Type Sales Organization Distribution © SAP AG Description User Action and Values IN ZP01 98 Page 45 of 61 Comment Inquiry Sales Org. ZP01 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning Field name Channel Division Description User Action and Values 98 Comment 3. Confirm your entries with Enter. 4. On the Create Inquiry: Overview screen, enter the following data: Field name Sold-to party PO Number PO date Description Prospective customer PO-Number of the customer Date of customer PO User Action and Values 7200 Enter a number Comment Use input help Link to the customer’s internal number 5. Choose Enter to update the screen data. 6. On the Item overview tab page, enter the following data: Field name Req. deliv. date Valid to Material Order Quantity Material number of the main item Description Date arriving at customer User Action and Values Z73-1000 1 Number of robot routes inquired Comment App. 6 Months in future 7. Go to Account Assignment Tab and enter the following data: Field name WBSElement Description WBS billing Element from operative project User Action and Values M-R2000-01-01 Comment Copy from step above 8. Go Sales B Tab and enter the following data: Field name DIP-Profile Description DIP-Profile for Sales Pricing User Action and Values BP000002 Comment Use F4-Help 9. Choose Enter to update the screen data, and confirm the following information. 5.3 Managing Business Documents Use To manage all the relevant information delivered by the prospective customer, we recommend that you use the document management module of mySAP PLM. In this scenario, you want to file the Request for Solution document, which contains a definition of the details of the specification. This document is linked © SAP AG Page 46 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning with the business object ‘quotation’. In this activity, you look at the document created by an eCATT procedure the building block installed. Prerequisites The original file RFS_ROBOT_ROUTE_E72.DOC has to be available on your local hard disk under C:\SAP DI\E72 RFS for the initial upload. The eCATT /SMB50/CV01N_O001_H75_E72 must have been executed. Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC role menu Transaction code Logistics → Central Functions → Engineering → Document → Document → Change CV02N Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Engineering Specialist (SAP_BPR_ENG_SPECIALIST_EX-S) Engineering → Document Management → Change Document 2. On the Display Document: Initial Screen, enter the following data: Field Name Document Document Type Description The number of the document User Action and Values Select RFS_E72 using the input help Y72 Comment RFS for Request of Solutions 3. Confirm with Enter. 4. On the Change Document: Basic Data Quotation documents (Y72) screen, in the Originals tab page, select the document by positioning the cursor on the ‘DOC-File-RFS-ROBOT-ROUTE’. This is the description of the document assigned. It is assigned as a WinWord application (WWI) and is stored in the DMS category, which means it is stored at a central storage location on the SAP database. For display purposes it is copied to your local desktop. 5. Choose Display. 6. Select the Object Links tab page. Here you can see all the business objects linked to the quotation, if such object links exist. Links include sales document items and WBS elements. You can link from the document master data or from the business object. 7. Select WBS Element tab page view, enter the following data: Field Name WBS element Description User Action and Values M-R2000-01-01 Comment Take the value from the project that you’ve created 8. Confirm with Enter. 9. Save changes then you will be automatically back to the search document screen. © SAP AG Page 47 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning 10. Choose Back to return to the SAP Easy Access screen. (In NWBC: Simply close the session) 5.4 Rough Project Planning Use After the quotation has been created in the system, the process owner/project leader, adapts the operative structures from the standard project templates. You schedule and restructure it. Furthermore, you can also assign resources to the network activity. Resources are planned as work center capacities. In this case, we enhance the network with another activity (Mechanical Engineering) to plan the engineering required to create the robot production line. Prerequisites Work center with capacity master data exists. Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics → Project System → Project → Project Builder CJ20N Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Project Manager (SAP_BPR_PROJECTMANAGER-S) Project Management → Project Execution → Project Builder 2. Confirm the dialog boxes that appear the first time you access the project builder with Enter. 3. On the Project Builder screen, choose Field name Project definition 4. Confirm the entry with Enter. 5. On the Project Builder: Project M-R2000 screen, choose header. Expand all and choose Network Description Open. User Action and Values The project that you created before with the M. Comment For example, M-R2000 6. In the left screen area, highlight the project definition with left click on it and choose (NWBC: More… →) Edit → Status → Release. 7. Choose Save to save the project. 8. Confirm any warnings with Enter. 9. Choose Exit (Shift+F3) to return to the SAP Easy Access menu. (In NWBC: Simply close the session) Result If you release the project at the highest WBS element level, all the objects on the next levels are released automatically. The system status changes from CRTD to REL. The project maintained is available in the worklist. The worklist is displayed in the lower-left area of the project builder screen. © SAP AG Page 48 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning 5.5 Project Scheduling Use After adapting the WBS elements and the network activities, you can schedule the whole project to determine realistic end and start dates. Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics → Project System → Project → Project Builder CJ20N Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Project Manager (SAP_BPR_PROJECTMANAGER-S) Project Management → Project Execution → Project Builder 2. On the Project Builder screen, from the worklist, select the project M-R2000. Select the project and use drag and drop to move it into the upper-left screen area. 3. Expand the whole project in the left screen area by selecting the top WBS element Expand All. 4. Choose Project planning board. and choosing 5. On the Project: Change screen, choose Select All to select all the elements and choose Schedule, or Edit → Functions → Schedule from the menu bar. 6. Choose Back (F3) to return to the Project Builder: Project M-R2000 screen. 7. Save your entries and go back to the SAP Easy Access screen. (In NWBC: Simply close the session) Result You now have a work breakdown structure (WBS) with scheduled finish and start dates for each WBS element. You can check the dates by selecting the WBS element M-R2000-01-01. In the right screen area, on the Dates tab page, you can see start and finish dates for the selected WBS element. 5.6 Easy Cost Planning Use The Easy Cost Planning calculation tool is used to get a first, rough quotation price. This functionality is normally used for initial quotations, which become more detailed during the quotation creation process. Prerequisites   Model for easy cost planning Characteristics and values that are maintained as mini material master data with standard prices. Page 49 of 61 © SAP AG SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning  The project profile YM0001 has been prepared with the planning profile Y00002 Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics → Project System → Project → Project Builder CJ20N Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Project Manager (SAP_BPR_PROJECTMANAGER-S) Project Management → Project Execution → Project Builder 2. On the Project Builder: Project M-Rxxxxx screen, select the project M-Rxxxxx from your work list or open the relevant project. Select the WBS element Calcul Offre M-Rxxxxx-01-01 and choose Easy Cost Planning from the activities bar. Field name Costing variant Description The profile for easy cost planning User Action and Values PS06 Comment Default. Usually predefined by the project profile 3. Choose Create Cost Estimate. 4. In the frame on the left side of the screen, select the WBS element Calcul Offre and choose Choose Planning Form to select the costing model. 5. Make the following entries: Field name Costing model Description The relevant costing model has to be selected User Action and Values YM0001 Comment Costing Model for E72 has to be selected 6. Choose Start Search. 7. In the Restricted Value Range dialog box, double-click costing model YM0001. 8. You now determine the values for the robot production line, based on the customer specification. To do so, you use the Easy Cost Planning model provided. The possible entries available for the characteristics may indicate any restrictions. In order to set up the model, it is necessary to create a mini material master data record including the price. Adding together the individual prices from characteristic value assignment results in the total price for the robot production line. Select the characteristics, which are specified in the customer inquiry for the robot production line, in the following way: Characteristic Name SWITCH GEAR CABINET CONTROL CABINET ROBOT ZPOT WELDING GUN © SAP AG Characteristic Value WITH TOP-MOUNTED CABINET WITHOUT TOP-MOUNTED CABINET 3 PC 1 PC Page 50 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning ZICKER ARM ZASIS SYSTEM MECHANICAL ENGINEERING 2 PC MANDATORY 20 9. Choose Confirm. 10. In the status bar, you could see information message : “Messages have been issued. Please refer to the error log”. There is no matter with that for the behaviour of the example. It comes from cost elements not activated with a cost center for the current period. 11. On the left-hand area of the screen, the relevant individual prices and the total price are shown and the total value is displayed. To display details for the individual items, choose F5 (Show/hide item view). You can then see the selected material numbers, quantities, and other details. 12. You can build your own view of the information using the layout functions. 13. Go back to the project builder Project M-R2000 screen. 14. Save the data and go back to the SAP Easy Access menu. (In NWBC: Simply close the session) Result You have now created a rough calculation based on the information in the customer specification. 5.7 Creating Quotation Use Based on the Inquiry and the calculated costs from Easy Cost Planning you can create a Quotation with Transaction DP81. Prerequisites    easy cost planning has been completed Inquiry line item has account assignment to Billing element of the operative Project . DIP-Profile has been entered in the Inquiry Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics → Project System → Financials → Planning DP81 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu 2. Enter the following Data: Field Name Project Definition © SAP AG Description Operative Project User Action and Values M00XX Comment Use F4Help Sales Administration ( SAP_BPR_SALESPERSON-S) Sales → Quotations → PS Sales Pricing Page 51 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning Pricing Data 3. 4. 5. 6. 7. Price validity date Today + 2 Months Take Valid to date from Inquiry Execute by pressing You enter a screen containing the dynamic items created based on the definition in the DIP-Profile. You can select and modify the entries you want to transfer to the Quotation Check the Material Number selected based on the definitions in the DIP Profile If you double-click on the line with the Material number a pricing procedure will open and a message “mandatory condition type PR00 is missing” is displayed 8. scroll to the bottom of the pricing procedure and enter condition type PR00 and a sales price 9. Press in to create a Quotation 10. Confirm the Information Message 11. On the Create: E72 Quotation: Overview screen, enter the following data: Field Name Sold-to party Purch.order no. Deliver. Plant Description Prospective customer PO number of the customer The logistical assignment of the quotation User Action and Values 7200 RFS Robot Route 01 ZP01 Comment Copied automatically from Project definition To select all referred quotations Depending on your organizational structure Comes from material master data Valid to Material Material number of quotation process Z73-1000 The Material Number is taken from the definition in the DIP profile The Quantity i staken from the DIP profile as well Order quantity 1 12. Ignore the Pricing error “mandatory condition type PR00 is missing” message 13. Mark the Line Item and press to check that the selected values have been transferred to the correct condition type EK02. If you did not enter a Price in condition type PR00 in the Sales price screen, you can do it here too. 14. Press Save to finish Quotation creation 15. Choose Back to return to the SAP Easy Access screen. (In NWBC: Simply close the session) 5.8 Changing Quotation Use If you did not assign the original document file detailing the customer requests, you can change the quotation now. © SAP AG Page 52 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning Prerequisites The prospective customer’s specification documents available as a file and it is linked to a document master record in the system. For this reason, you use document type Y72, since this type allows for connectivity to quotations and WBS elements. Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics → Sales and Distribution → Sales → Quotation → Change VA22 On the Change Quotation: Initial Screen, enter the following data: Field name Quotation Description Quotation Number User Action and Values The quotation that you’ve created in the previous step. Comment Normally the last used quotation number is already inserted Confirm your entries with Enter. Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Sales Administration (SAP_BPR_SALESPERSON-S) Sales → Quotations Launch the powerlist All Quotations by clicking on the tab All Quotations. Mark the line of your quotation and press the button Change. Please note: If there are a lot of quotations present in the system, you might restrict the displayed quotations using the button Search Criteria. 2. On the Change E72: Quotation Rxxxx: Overview screen, choose Extras → Documents. (NWBC: More…  Extras → Documents) 3. Make the following entries: Field name Typ Document Description Document type The document number User Action and Values Y72 Use input help to select the correct document (Document RFS_E72) Comment The prepared document type for this process see prerequisites 4. Confirm your entries with Enter. 5. Position the cursor on the relevant document number and choose Display Originals (F5). If more than one original is linked, a dialog box appears, in which you can select the relevant document. 6. Close the document. 7. Choose Continue (F8). 8. Choose Save (Ctrl+S). 9. Choose Back (F3) to return to the SAP Easy Access screen. (In NWBC: Simply close the session) Result © SAP AG Page 53 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning The external document is linked with the quotation and is now available in the system, wherever you have access to quotations. © SAP AG Page 54 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning 5.9 Creating Further Customer Quotation Versions Use The customer does not usually accept the first quotation you offer. Technical or commercial changes are often required. Therefore, you have to create further quotations. The new Quotations are based on changes in the calculated costs from Easy Cost Planning. Only one Sales Price is kept per Project, to create different Versions which are available for Reporting and comparison, Project Versions or Simulations must be used. To create a new Quotation a new Inquiry is required. Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics → Project System → Financials → Planning DP81 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu 2. Enter the following Data: Field Name Project Definition Pricing Data Description Operative Project User Action and Values M-R2000 Comment Use F4Help. Instead you can also enter the number of the Inquiry Take Valid to date from Inquiry Sales Administration ( SAP_BPR_SALESPERSON-S) Sales → Quotations → PS Sales Pricing Price validity date Today + 2 Months 3. Execute by pressing 4. If there is more than one open Inquiry (e.g. that have no Quotation assigned) a Pop-Up for selection of the Inquiry to be processed is displayed 5. After selecting the Inquiry to be processed You enter a screen containing the dynamic items created based on the definition in the DIP-Profile. 6. You can select and modify the entries you want to transfer to the Quotation 7. 8. Check the Material Number selected based on the definitions in the DIP Profile 9. If you double-click on the line with the Material number a pricing procedure will open and a message “mandatory condition type PR00 is missing” is displayed 10. scroll to the bottom of the pricing procedure and enter condition type PR00 and a sales price 11. Press in to create a Quotation 12. Confirm the Information Message 13. On the Create: E72 Quotation: Overview screen, enter the following data: Field Name Sold-to party © SAP AG Description Prospective customer User Action and Values 7200 Comment Copied automatically from Page 55 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning Project definition Purch.order no. Deliver. Plant PO number of the customer The logistical assignment of the quotation RFS Robot Route 01 ZP01 To select all referred quotations Depending on your organizational structure Comes from material master data Valid to Material Material number of quotation process Z73-1000 The Material Number is taken from the definition in the DIP profile The Quantity is taken from the DIP profile as well Order quantity 1 14. Ignore the Pricing error “mandatory condition type PR00 is missing” message 15. Mark the Line Item and press to check that the selected values have been transferred to the correct condition type EK02. If you did not enter a Price in condition type PR00 in the Sales price screen, you can do it here too. 16. Press Save to finish Quotation creation 17. Choose Back to return to the SAP Easy Access screen. (In NWBC: Simply close the session) 5.10 Entering Times for Corresponding Project Elements Use The required time (or the costs incurred) for handling this quotation project is (are) recorded using the cross application time sheet (CATS). You can also collect other information, for example, journey information in CATS. Prerequisites   A personnel number (mini HR master record), in this case 99. A profile for time entry (for example, YM01), and the activity type 31 (R&D Activity). Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC role menu Transaction code Accounting  Project System  Progress  Confirmation  Time Sheet  CATS Classic  Record Working Times CAT2 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Employee (Professional User) (SAP_BPR_EMPLOYEE-S) Control Panel  Employee Services  Time Sheet: Maintain Times 2. On the Time Sheet: Initial Screen, enter the following data: © SAP AG Page 56 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning Field name Data entry profile Personnel number Description User Action and Values YM01 Comment The special profile for confirmation times regarding WBS elements For this personnel number there is a mini personnel master data 99 3. Confirm with Enter. 4. Check the following entry: Field name Key Date Description The period for which you should enter times User Action and Values Comment Today’s date is displayed when you choose ENTER. 5. Choose Enter Times (F5). 6. On the Time Sheet: Data Entry View screen, enter the following data: Field name ActTyp Receiver WBS element From To The start time of this activity The end time of this activity Description Activity Type User Action and Values 31 M-R2000-01-01 The system calculates the duration of this activity The WBS element has to be released. Comment 7. If your activity type is not activated for a cost center in the current period, you see the following message in the status bar : "Enter activity type only in conjunction with cost center“. Use transaction KP26 to activate. 8. Save your entries. Result After all the times have been recorded using the time sheet, these times are available for confirmation. This means that, as the person responsible for the project, you have to approve the times recorded. Only approved times are transferred to the Controlling object. 5.11 Approving Confirmation Data Use To get an overview of the costs of the quotation, you have to transfer the approved times to accounting. Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC role menu © SAP AG Accounting  Project System  Progress  Confirmation  Time Page 57 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning Sheet  Approval  Approve Working Times Transaction code CATS_APPR_LITE Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Project Manager (SAP_BPR_PROJECTMANAGER-S) Project Management → Project Execution  Approve Working Times 2. On the Time sheet: Approve Times screen, enter the following value: Field name Personnel number Description The relevant personnel number User Action and Values 99 Comment You can also select by the whole project or special WBS elements. 3. Choose Execute (F8). 4. Left-click the entry you want to approve. 5. Select the relevant item and choose Approve. The traffic light symbol changes from yellow to green. 6. Save your entries and go back to the SAP Easy Access menu. (In NWBC: Simply close the session) 5.12 Transferring Costs and Cost Controlling Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC role menu Transaction code Accounting  Project System  Progress  Confirmation  Time Sheet Transfer  Accounting CAT7 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Enterprise Controller (SAP_BPR_CONTROLLER-K) Overhead Cost Controlling → Period Close → CATS: Transfer Data to CO 2. On the CATS Transfer to controlling screen, enter the following data: Field name Personnel number Description The relevant personnel number User Action and Values 99 Comment The selected items are transferred 3. Deselect the Test Run check box. 4. Choose Execute (F8). 5. On the CATS: Transfer to Controlling screen, you can see the costs have been transferred to the costing element. 6. Choose Back to return to the SAP Easy Access screen. (In NWBC: Simply close the session) © SAP AG Page 58 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning To get an overview of the cost situation of the quotation project, you use the controlling information system. 7. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC role menu Transaction code Logistics → Project System → Information System → Financials → Costs → Plan-based → Hierarchical → Plan/Actual/Variance S_ALR_87013532 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role menu Project Management → Project Reports → Selection: Plan/Actual/Variance. 8. If you receive the popup Set Controlling Area, enter ZP01 and choose continue. 9. On the Selection: Plan/Actual/Variance screen, enter the following data: Field name Database profile Description User Action and Values 000000000001 Comment We can use the standard profile 10. Choose Continue. 11. On the Selection: Plan/Actual/Variance screen, make the following entry: Field name Project Description Project Number User Action and Values M-R2000 Comment The project of the WBS element, which has to be controlled. 12. Remove the network number and the material number. 13. Choose Execute. 14. On the Execute Plan/Actual/Variance: Overview screen, choose Call up report. In the Project line item selection dialog box, choose Project actual cost line items, then Copy. The costs that are posted from SAP HR function are displayed in the screen that follows. 15. Choose Back to return to the SAP Easy Access screen. (In NWBC: Simply close the session) 5.13 Analyzing the Quotation Versions Use The purpose of this activity is to get an overview of all the quotations for a material, project, or customer. There are several ways of doing this. Procedure 1. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code © SAP AG Logistics → Sales and Distribution → Sales → Quotation → Change VA22 Page 59 of 61 SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning 2. On the Change Quotation: Initial Screen, select your quotation project (search using the WBS element) and choose Search. Field name WBS Element Description M/K/B M User action and values M-R2000-01-01 Comment 3. All the quotations that you have created for the relevant WBS element are displayed. 4. You can also display the quotations for a certain material or a certain sold-to-party. Access the activity using one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP menu Transaction code Logistics → Sales and Distribution → Sales → Information System → Quotations → Quotations List VA25 Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Business role menu Sales Manager SAP_BPR_SALESPERSON-E Sales → Quotations → List of Quotations 5. On the List of quotations screen, make the following entries: Field name Sold-to-party Material Valid from Description User Action and Values 7200 Z73-1000 Today or a date in the past Default value is normally 4 weeks in the future. You can change this depending on the validity strategy Only open quotations. Does not give an overview of the whole history Select The whole history of a project is listed. Depends on the aim of the analysis Comment Or other Customer used Valid To Selection criteria Open quotations Selection criteria All quotations 6. Choose Organizational data and enter the following data: Field name Sales organization Distribution channel © SAP AG Description User Action and Values ZP01 98 Page 60 of 61 Comment SAP Best Practices E72: ETO – Quotation Processing with Easy Cost Planning Division 98 7. Confirm your entries with Enter to execute the list. In the list that is displayed, the relevant information for the selected quotations is displayed. You can compare all the open quotations or analyze the values of individual quotations. You can also create an individual list by defining your own layout. Furthermore, you can change one of the selected quotations by double-clicking on the relevant document number. Choose Back to return to the SAP Easy Access menu (In NWBC: Simply close the session). Result The ETO quotation process ends with the quotation analysis. In addition to this, you could create a customer order as a copy of the accepted quotation. The document flow gets completely documented. It starts with the first quotation version and ends with the final billing. Sales Order Processing is described in the scenarios E73 Engineer-to-Order (ETO) – Project Manufacturing – Sales Order Processing and E71 Make-to-Order (MTO) Manufacturing – Sales Order Processing with Variant Configuration. © SAP AG Page 61 of 61