Can a quote be created without defining a Customer?

[Former Member]

We wish to activate the Quotations process in SAP, but one of our business requirements (and I'm sure it is the same of many companies), is that the Quote can be created without having to create a Customer Master before hand.

Our company receives hundreds of Quote requests from potential customers, but not always make the sale.

We do not want to have to create a new customer master, just in order to create a Quotation for a potential customer. If we had to do this, we would have hundreds of "Customers" on the master that we never made a sale to for example ... and we don't want to clog up the Customer master file with this information.

Is there a way that we could just type in the potential customer's name and address information into the Quote and send it out to the customer for approval.

If they accept the quote and it is time to create a sales order, then at that time we would create the Sold-To Customer Master.

Any insight into this delima would be appreciated.

Scott.

[Former Member · Accepted solution]

Hi there,

Since it is not posible to enter a order type without a customer, what you can do is to create a dummy customer master(along with ship-to).

When the customer asks for a quote, enter the dummy customer & create the quotation.

Pls note that in a quotation you specify for what price you guve the materials to the customers & other applicable discounts. It has a validity period.

If you are sure that you are going to quote the same price & other details to all the customers, then you can use this dummy customer master.

Regards,

Sivanand

[Former Member · Accepted solution]

"Since it is not posible to enter a order type without a customer, what you can do is to create a dummy customer master(along with ship-to).

When the customer asks for a quote, enter the dummy customer & create the quotation.

Pls note that in a quotation you specify for what price you guve the materials to the customers & other applicable discounts. It has a validity period.

If you are sure that you are going to quote the same price & other details to all the customers, then you can use this dummy customer master.

Regards,

Sivanand"

I was thinking of something along those lines, something like a customer number OTUS (One Time US), or OTDE (One time Germany), with minimal information assigned to Customer Account Group "CPD". Then the person entering in the information could go to the Sold-To partner and change the name and address info.

Since the products we sell usually start in the $10,000 range on up, each potential customer can have any sort of specialize pricing. For these "One Time" customers we would have the regular Material price automatically default in (PR00) at just the material level, then any discounts would be applied manually.

I'm going to give this a shot and see what happens.

Thanks for the info.

[Former Member · Accepted solution]

The folks in my sales department liked the One Time Customer option and we will be using that with Externally assigned customer numbers.

Thanks for the information.

[Former Member]

one time customer (account group) is the best option

[Former Member]

Hello,

Since the sold-to-party number is mandatory for creating sales document, you should maintain the same. As Vishnu suggested you may create qute with a dummy customer.

Prase

[Former Member]

Hi,

Remove the assignment for this particular doc. type from partner determination procedure at sales documnet header level.

Regards

San