our sales department wants to analyze their quotation rate within a period of time, based on
- quotation positions (lost and won)
- quotation positions (won)
this will give the rate of won quotation positions. The calculation has to be done a) on number of positions b) on their net value
Our main problem seems to be, that we do not have the status and the corresponding date on position level. SAP seems to copy the
date information from quotation header to positions and we miss the information, what actually has been changed at position level.
Also if, e.g. we create an order based on an offer/quotation, there is no date within quotation tables. It looks that we have to search through order positions and filter out the ones that have a relation to a quotation.
Does anyone have experience with that kind of requirements from their sales/controlling team?
Thanks - Roland