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Former Member

sales document type

hi gurus,

the requirement is like this, we repair the parts, customer sends us material requesting strip and quote, then our technicians strip the material and gives us an estimation, then we need to send that estimate to customer, if customer says its ok we do repair and bill customer, but if customer does not want to go ahead with repair we need to charge them for the stripping of material. i need suggestions what would be the best sales document type we can configure in system for the whole cycle.

Thanks gurus in advance,

Gopi.

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6 Answers

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    Former Member
    Sep 30, 2008 at 04:19 AM

    Hi

    You can try with Customer Service module.

    or you can use service material and some fixed price for stripping of the material even though you dont repair. The same can be maintained through pricing procedure.

    Best Regards

    SRI

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    Former Member
    Sep 30, 2008 at 05:00 AM

    Hi there,

    This is what I feel. Define a new order type for customer enquiry ZEQ for eg. This will just have an order related billing. So when the customer asks you for the estimation, you will create ZEQ order. But pls do note that you will just give a manual estimation of the total cost. If the customer doesnot agree, then you will raise an order related billing & bill him for the stripping. There is no delivery required if it is order related billing.

    If the customer is OK with the price, then you will have to create another order ZOR. Here ZOR will have a reference to ZEQ. ZOR will have delivery related billing F2. So after you finish repairs you will bill the customer for repair. Here you will need to have different pricing procedures for the ZEQ & ZOR. So pricing is calculated differently. In ZEQ pricing is just based on stripping. In ZOR pricing is based on repair. You can define what condition types you what to include in each pricing procedure. When maintaining copy control routines from ZEQ to ZOR in VTAA, at item level pricing type choose to carry out new pricing.

    Hope this clarifies.

    Regards,

    Sivanand

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    Former Member
    Sep 30, 2008 at 05:01 AM

    hi sri,

    Thank you, we are using Sales and distribution module only i would like to know any sales document type that matches our requirement or any item category determination we can use. Thanks

    Regards,

    Gopi

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    Former Member
    Sep 30, 2008 at 05:13 AM

    Hi Naga,

    Here you can create two sales document type one for when customer Ok for the it & you billed the customer for repair charges & stripping of the material. other document type you can create only to charge stripping of the material. This option will be helpful in report also

    Other option is create only one document type & include two condition type in one pricing procedure. one condition type for repair & other for stripping the material. when there is repair you use both the condition type & when there is no repair you use only one condition type. Here you will be able to differentiate with the help of condition type.

    Please let me know any further issue.

    Regards,

    Naveed Ansari.

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    Former Member
    Oct 02, 2008 at 07:28 AM

    hi gurus,

    Thanks for ur replies, i am testing the options and i need help if i have any issues while testing. thank you all.

    regards,

    gopio.

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    Former Member
    Sep 11, 2009 at 04:53 AM

    Thank you gurus, business looked in developing new sales org and company for service.

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