You can use this process to create a quotation to sell a new or used vehicle to a potential customer.
The system changes the status of the vehicle assigned to the quotation to ensure that the vehicle is reserved for the potential customer, therefore preventing the sale to a third party. You also specify a validity period for the quotation.

Prerequisites

• You can assign a customer to the vehicle in advance (action QACU), or assign the customer when you create the quotation.
• In Customizing, you have checked the action control settings for the vehicle as well as the order control settings and tailored these to your business processes.

Process

Depending on the settings you make in Customizing, the process flow may be as follows:

1. You use the Vehicle Search (transaction /DBE/VSEARCH) to choose the vehicle you want to use. The system displays the Vehicle Master (transaction /DBE/VM) for the vehicle. In the Order tab, create a vehicle quotation (Order Type 3001). The system then:
   1. Transfers the customer data from the customer master record (provided that you do not use a one-time customer) and the vehicle data from the vehicle master record to the order header.
   2. Checks the customer's credit limit.
      You can also create a vehicle sales quotation in transaction /DBE/ORDER01 if the vehicle is already assigned to the correct customer.
2. In the vehicle quotation, enter a date in the Valid To field, and enter the relevant order data. In addition, you can enter header and footer texts, edit partner data, and so on.
   The system automatically enters the current date as the validity start date.
3. The system transfers the vehicle, vehicle features, and accessories that are stored in the vehicle master record to the vehicle quotation as order items.
   1. For the vehicle, the system creates an item with technical item category 0003. For a new vehicle, the price on the Model Data screen of the vehicle master is used for pricing. For a used vehicle, the aimed sales price on the Vehicle Prices screen is used instead.
   2. For each vehicle feature, the system creates an item of technical item category 0004, provided that vehicle features are not marked as Not Sales Order Relevant in the vehicle master. The system determines the price for the item based on the feature sales price of the corresponding vehicle feature.
   3. For each vehicle accessory (option class A for accessories in the vehicle master), the system creates an item of technical item category 0005, providing the accessory is not marked as Not Sales Order Relevant in the vehicle master. Pricing is similar to items of item category 0004.

4. You can add vehicle accessories and text as additional order items, and group the items into jobs.

   Note

   For each vehicle quotation, you can include only one vehicle with vehicle features, since the quotation is linked with the associated vehicle master record.
5. You can define prices, discounts, and surcharges, and perform pricing.
6. If you want to split the quotation among several potential bill-to parties, perform an order split for the job in question.
7. You print the vehicle quotation.

Result

Once you have created the vehicle quotation, you have the following options:

• If the potential customer accepts the quotation, you can convert it to a vehicle order. To do so, use the Copy function in the vehicle master or in transaction /DBE/ORDER05 to copy the vehicle quotation data with a new order type to a vehicle order. The vehicle status then again changes to indicate that the vehicle has been sold.

  Note

  The system transfers the information from the vehicle quotation, and not from the vehicle master record, since vehicle accessories, for example, might have been added to the vehicle in the quotation.

  Note

  If the vehicle's features in the vehicle master have been changed since the vehicle quotation was created, the system notifies you when you copy the quotation to an order. You can then decide not to copy the quotation.

• If the potential customer rejects the quotation, you can cancel it and specify a reason. However, the vehicle remains assigned to the customer. If you need to cancel the customer assignment, execute the corresponding vehicle action (QDCU).
  The system flags the quotation items for deletion. The system changes the vehicle status so it can again be offered to potential customers. This is the same status as before the reservation creation.