You can use this process to create quotations before you procure or even create vehicles. You use this quotation type (3002) to offer a vehicle of the selected model to your customer. The quotation is not based on an existing vehicle in the system. Therefore, you cannot create this type of quotation in the vehicle master (transaction /DBE/VM).
You select a vehicle model, and create a quotation. The system copies the vehicle model data to the quotation document. The system represents the model as an item (technical item category 8003) in the quotation.
In addition, the system copies features and accessories defined in model master as Copy Relevant but not defined as Not Relevant for Sales Relevant to the quotation as items of technical item categories 8004 and 8005. You can use BAdI /DBE/BADI_VEHICLE_UI, method GET_CREATION_CRITERIA to influence how the system does this.
You can add additional options to the model quotation. The system determines the price for the model, and any added options, in the model quotation.

Process

The model-based quotation is just the starting point of a business process that continues after the quotation is created.
After you create a model-based quotation, the process can continue in different ways:

You search for a vehicle, and assign it to the quotation.
1. In the quotation, you can use the Search Vehicle pushbutton to search for a vehicle (transaction /DBE/VSEARCH). The system populates the vehicle search with values from the quotation. You can use BAdI /DBE/BADI_V_SEARCH_UI, method GET_SEARCH_CRITERIA to determine how the system does this.
2. Before you start the search, you can edit the search parameters. If the search was unsuccessful, you can enter new parameters.
3. If you locate an appropriate vehicle, you can choose the Assign Vehicle pushbutton. This triggers actions QACU (assign vehicle to customer) and QOFF (create quotation).
4. The vehicle is now assigned to the customer and the quotation document.
5. The process then continues as described in Creating Vehicle Quotations Based on Vehicle.
You create a vehicle that satisfies the criteria specified in the model based quotation, and assign it to the quotation. You can do this if the vehicle search was unsuccessful, or if you only procure vehicles based on customer demand.
1. In the quotation, choose the Create Vehicle pushbutton.
2. Vehicle master is being started for vehicle creation. The system populates vehicle attributes with values from the quotation. If necessary, you can change the vehicle. You can use BAdI /DBE/BADI_VEHICLE_UI, method GET_CREATION_CRITERIA to determine how the system populates the vehicle creation screen with values from the quotation. Save the vehicle.
3. Choose the Assign Vehicle pushbutton. This triggers actions QACU (assign vehicle to customer) and QOFF (create quotation).
4. The vehicle is then assigned to the quotation and to the customer.
5. The process then continues as described in Creating Vehicle Quotations Based on Vehicle.
You use the Quotation Copy event to copy the model-based quotation to a model based order (type 3010).
When you assign a vehicle to the model based order, the process continues as described in the normal vehicle sales order of type 3000.

Note

You cannot create invoices for model-based quotations because a vehicle must be assigned to the quotation. However, you can create pro forma invoices.

Note

A vehicle returned by the vehicle search, or created by using vehicle master, might not completely satisfy the requirements specified by the items in the model based quotation or in the order. For example, this can occur if you change the search criteria before searching, or if you change the vehicle attributes in the vehicle master before saving. This difference could be intentional (for example if the customer agrees to take a vehicle similar to the vehicle originally requested) or the vehicle needs to be reworked (for an internal service order with value increase, for example). The system does not automatically update the quotation items based on the differences between the vehicle and quotation items.

Note

If you incorrectly assigned a vehicle to an order, you can use the Unassign Vehicle event to undo the assignment and, for example, search for another vehicle instead.

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