Manage Sales Quotations Version 2 – A Master GuideMarch 8, 2023

The Manage Sales Quotations – Version 2 is a new Fiori app introduced with SAP S/4HANA 2022, designed to enhance the management of sales quotations.

Manage Sales Quotations – Version 2

• Overview

• Technical Details

• Sales Quotations List

• Create Sales Quotations

• Change Sales Quotations

• Sales Quotations Status

• Sales Quotations Process Flow

• Sales Quotations Output Items & Attachments

• Sales Quotations UI Adaptation

• What’s New in SAP S/4HANA 2023

• Summary

• Related Notes

  
  

Overview

The Manage Sales Quotations – Version 2 Fiori app enables the creation, modification, and display of sales quotation details, unlike the previous app which required navigating through other apps for these tasks.

Technical Details

This app can be found in the Sales Quotations or Quotations and Contracts group when using Spaces. To create or modify sales quotations, relevant sales quotation types must be assigned via the customizing activity:

Sales and Distribution → Sales → App-Specific Settings → Apps for Sales Documents → Manage Sales Quotations - Version 2 → Assign Sales Quotation Types

The main features of the Manage Sales Quotations Version 2 Fiori app include:

Sales Quotations List

• The app enables users to view, search, and filter a list of sales quotations. Users can click on a row to view details.

• The app auto-fills fields with the user's default values for sales organizations, distribution channels, divisions, sales offices, and sales groups.

• Users can extend the validity of soon-to-expire sales quotations directly from the list.

• Sales quotations nearing expiration are highlighted in yellow, while expired ones are in red.

Create Sales Quotations

Users can choose between a Fiori UI or the HTML GUI transaction code VA21 to create sales quotations. Sales quotations can also be created with reference to a sales inquiry.

Computers & Electronics

The Sold-To party must be specified when creating a new sales quotation, with a collection value help available for searching by number, name, street, postal code, or city.

Ship-To party details are suggested based on BP master data but can be altered if necessary.

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User interface

Header price conditions are maintained in the Price section, with quick filters available for condition types.

In the Texts section, users can add long-text information to the sales quotation header. Choose Create to add a new text and specify Language and Text Type.

In the Items section, line items can be added to the sales quotation. A product, customer material, or item description is required.

Change Sales Quotations

Sales quotations can be modified using this new version.

• Actions such as updating prices, showing incompleteness info, and managing attachments can be performed from the object details screen.

• Sales quotations cannot be edited if a workflow has been triggered based on the configuration. The Withdraw from Approval option allows editing.

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Sales Quotations Status

View statuses at both header and item levels to track processing, approval, reference, data incompleteness, and product compliance statuses.

Sales Quotations Process Flow

The process flow provides an overview of related documents like sales orders, deliveries, and invoices, along with their statuses. Users can navigate to related Fiori apps directly from the process flow.

Sales Quotations Output Items & Attachments

Upon saving a sales quotation, the system generates relevant output items viewable in the Output Items section. A print preview is also available.

Supporting documents can be added as attachments by uploading files or adding URLs. Attachments can be renamed or deleted.

Sales Quotations UI Adaptation

• Authorized key users can modify the user interface layout through runtime adaptation.

• Adaptations can be made to the header section, form views, table columns, and section placements.

• Navigate to the Fiori UI of a sales quotation and select Adapt UI.

• The screen enters UI Adaptation mode.

• Visualization mode displays changes to the UI configuration.

What’s New in SAP S/4HANA 2023

In SAP S/4HANA 2023, the Manage Sales Quotations – Version 2 app has been enhanced to allow the creation of subsequent sales orders. Users can create a sales order referencing a selected sales quotation by navigating to the Manage Sales Orders – Version 2 app. The option to create a subsequent order is available on both the list and object pages.

Computers & Electronics

Note that the option to create sales quotations using the Create Sales Quotations – VA21 button above the sales quotation list is no longer available. To use the classic VA21 app, select an existing quotation number and follow the link.

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UI

Enterprise resource planning

Subsequent orders cannot be created in the following scenarios:

• A sales quotation is fully referenced.

• A sales quotation is fully rejected.

• A sales quotation is incomplete at the header or item level.

• A sales quotation requiring approval is in approval, rejected, or needs reworking.

  
  

Summary

The new Manage Sales Quotation Version 2 Fiori app helps shorten sales cycles and increase deal closures.

• Delivering compelling sales quotations ensures meeting sales targets consistently.

• Maintain competitiveness by providing quick and accurate quotes.

• With embedded prediction capabilities, sales teams can enhance their performance.

• eams can focus on prioritised quotations.

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