SAP CS (Customer Service): Quotation

Creating using DP80 & DIP Profile

Posted by Rahul Asai Aug 31, 2012

About Author:
Author Rahul G Asai works with IBM in SAP Logistics Domain with 7+ years of experience & is a Consultant by
profession (Engineer academically)& his management skills are honed further by devoting 2 years to MBA from
IIT Kharagpur VGSoM.

Scope / Takeaway:
In course of Customer Service Implementation at one of the major Textile Machine Manufacturing Client in
the Europe, there was a typical requirement to issue Quotations based on service requests of clients using
CS Module. There is a material provided by SAP in the SAP Note in the form of 80 page PDF Document, but
this post can be used as a reference guide along with quick screenshots to get good clarity with ease how the
process of creating Quotations can be adopted from service orders.

DIP Profile for Quotation:

DIP profile is created as indicated below (it is a copy of PS000001, standard provided by SAP with many
modifications as given in subsequent screenshots). Transaction code is ODP1-

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SAP CS (Customer Service): Quotation Creating using DP80 & DIP Profile

Activate below characteristics (based on your business requirement as well) to capture the planned costs from
the service order.

Page down & a look at other characteristics as well-

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SAP CS (Customer Service): Quotation Creating using DP80 & DIP Profile

Last set of characteristics as indicated below-

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SAP CS (Customer Service): Quotation Creating using DP80 & DIP Profile

Come to Source Tab on the left. Select Planned Cost if business would want to pull the value into the Qutation
based on planned costs in the Service Order.

Add any set name (using GS01) if there are any constraints on particular parameters to pull the costs from
restricted sources-

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SAP CS (Customer Service): Quotation Creating using DP80 & DIP Profile

Come to Material Determination, Put in the material code in the 2nd row as indicated below with Material
Direct indicator active if all the components in the service orders are to be transferred to Quotations with their
respective cost.

Enter the SET name as indicated below if particular cost elements only are to be used for transferring the
costs.

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SAP CS (Customer Service): Quotation Creating using DP80 & DIP Profile

Select a default generic set as indicated below for all the components from the service order.

Quotation from Service Order Process:

Service Order Creation:

With above customization of DIP Profile for Quotation, let's see how we use it at business transaction level.
First, we create the service order using IW31 transaction as indicated below. We put in the Operation & hours
respectively as indicated-

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SAP CS (Customer Service): Quotation Creating using DP80 & DIP Profile

Put the components as well in the component tab if components are involved in repair process-

Check the planned cost of operations & components which would later be transferred into Quotation-

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SAP CS (Customer Service): Quotation Creating using DP80 & DIP Profile

Make sure the DIP profile is assigned through customizing / manually in the control tab-

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SAP CS (Customer Service): Quotation Creating using DP80 & DIP Profile

Quotation Creation:
Come to DP80 Transaction & enter the service order as indicated-

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SAP CS (Customer Service): Quotation Creating using DP80 & DIP Profile

Check the cost flown from service order & hit the Quotation button as indicated-

Confirm the quotation creation-

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SAP CS (Customer Service): Quotation Creating using DP80 & DIP Profile

This will generate the Quotation-

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SAP CS (Customer Service): Quotation Creating using DP80 & DIP Profile

3348 Views Tags: profile, dp80, quotation, dip

Jawad Akhtar
Mar 11, 2014 6:22 PM
Thank you Rahul.
This step-by-step approach was very helpful, and I personally benefited from it to resolve an issue I was
recently facing.
I wish you endless successes in all your endeavors.
Jawad

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