Business Scenario Maps Key Performance Indicators SAP Best Practices SAP Partner Products Powered by SAP NetWeaver SAP Solution Extensions Supplementary Products Partner Opportunities See also Quote and Sales Cycle Management provides capabilities that companies can use to configure products, determine pricing, create proposals, check product availability, acquire and enter orders, manage contracts, and track and manage orders. Business Goals & ObjectivesIncreasing Revenue Improve order fill rateImprove RFQ/RFP processes Improve sales lead generation and process Maximize profitability by customer Maximize profitability by product Offer multiple points of access Increasing Transparency & Accountability Improve transparency and auditability of activitiesProvide decision support
Business Processes |
Sales Planning and Forecasting![]() |
In Sales Target Planning, a sales manager set sales or contribution targets for the sales employees in the field. Since the sales manager and the sales employees use a common planning platform, the planning tasks performed by the sales manager are closely reconciled with the business planning and operational planning tasks performed by the sales employees. You can specify as many dimensions for entering planning figures (such as sales region, product group) as you need for your planning requirements. The different planners can access the same data but plan at different levels. |
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This process is supported by the following SAP and/or partner offerings |
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Account Processing![]() |
Provides you with a
solution for managing and processing business partners and contact
persons.
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This process is supported by the following SAP and/or partner offerings |
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Activity Processing![]() |
In this process, you create a business activity, and the data you enter in the business activity is automatically transferred to your groupware administration system, in this case, Microsoft Outlook or Lotus Notes. Next, you document the business activity, for example, using an activity journal or questionnaire.
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This process is supported by the following SAP and/or partner offerings |
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Opportunity Processing![]() |
An opportunity is a recognized possibility for business, for example, the sale of products or services. The opportunity makes up the framework for displaying sales projects from the beginning, and monitoring their success. |
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This process is supported by the following SAP and/or partner offerings |
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Product Selection and Guided Selling![]() ![]() |
You can use this process to select the product or multiple products capable to meet the requirements of the customer. The needs and processing conditions of the customer are entered. This can be supported by a guided selling dialog. Thus different products which fulfil the requirements of the customer can be identified, compared and transferred to the quotation document. |
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This process is supported by the following SAP and/or partner offerings |
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Product Configuration for Quotation![]() |
You can use this business process to create a quotation for a
configurable product. Besides entering a feasible product
configuration, you can enter texts and attachments describing
additional customer requirements in the quotation. By setting a
quotation status and creating an activity for the technical
verification, the quotation is handed over to the sales engineer.
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This process is supported by the following SAP and/or partner offerings |
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Technical Verification and Detailed Configuration![]() |
You can use this business process to verify the quotation
technically and carry out detailed configuration. Based on the high
level sales configuration performed by the sales representative,
the product configuration is detailed out and verified technically
by the sales engineer. To reflect specific customer requirements in
the product structure that cannot be covered in the configuration
model, quotation specific bills-of-material (BOMs) and routings can
be created. Text and attachments can be used to elaborate the
technical details of the product offered. By releasing the
requirement and changing the status of the quotation, the
successive processes can be initiated using activity management.
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This process is supported by the following SAP and/or partner offerings |
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Determination of Delivery Date![]() |
You can use this business process to determine a feasible delivery date for the quotation based on the current material and capacity situation. Taking into account that the sales cycle is still in the quotation phase, the determination of the possible delivery date is performed in a simulation planning version and not in the active planning version. Thus, the actual production plan is not affected by the requirement for the quotation. |
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This process is supported by the following SAP and/or partner offerings |
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Quotation Costing, Pricing & Monitoring![]() |
You can use this business process to determine the quotation price.
It is based on the costing for the technically verified
quotation-specific product structure. Text and attachments can be
used to describe the commercial details of the quotation. Finally,
the quotation is sent to the customer.
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This process is supported by the following SAP and/or partner offerings |
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Drawing Generation![]() |
You can use this business process to automatically create CAD drawings for a product in a quotation. The generated drawings can be used within the proposal document for the customer, as documentation for the assembly or as the starting point for additional custom specific engineering. Out of the pre-defined product structure and the product configuration in the quotation the CAD drawings are automatically generated and associated with the quotation. |
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Proposal Generation![]() ![]() |
You can use this process to generate and manage proposal documents for a quotation to be handed to the customer. The proposal documents satisfy both company standards and customer requirements. The proposal doucments use the data of the quotation document as data input. It is pre-defined what must be included and what can be chosen by the user to be included in the proposal document. Proposal documents can usually include a cover letter, proposal header, item infomation, pricing summary, terms and condistions and a closing. |
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This process is supported by the following SAP and/or partner offerings |
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Sales Order Processing![]() |
You use this business process to create a sales order to respond to specific customer requirements by using variant configuration to select the right product characteristics to produce a product that is individually manufactured for a particular customer. Variant configuration helps you to configure complex industrial products. The variant configuration improves the data exchange between the different departments such as sales, engineering, manufacturing, and after market service. It also reduces the failure rate of sales order entries. |
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This process is supported by the following SAP and/or partner offerings |
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Sales Order Processing B2B![]() |
B2B for occasional users is the Business-to-Customer (B2C) process of the SAP Internet Sales application with integrated Business-to-Business (B2B) User Management. The main difference between B2B for occasional users and the B2C process is that Web shop users do not have the option of registering personally that they have in the B2C scenario. They must be created by the operator of the Web shop. |
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This process is supported by the following SAP and/or partner offerings |
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Sales Order Processing (Field Sales)![]() |
Delivers key customer and prospect information to sales personnel
in the field; facilitates planning and maintenance of sales
activities, such as appointments, visits, and calls; and provides
activity reports. Creates quotations and takes orders. Supports the
field sales force using mostly autonomous mobile devices. Enables
the use of lightweight, wireless hand-held devices in an efficient
manner.
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This process is supported by the following SAP and/or partner offerings |
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Contract Processing![]() |
Contract processing comprises the steps you follow in order to create and work with sales contracts in the SAP system. |
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This process is supported by the following SAP and/or partner offerings |
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Billing![]() |
You use this business process in order to create customer invoices in SAP CRM. Here, one or more than one billing due list item is copied into a billing document. You can either create the billing document with reference to the delivery, or to the sales order. It is also possible to create billing documents with reference to contracts. |
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This process is supported by the following SAP and/or partner offerings |
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