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Former Member
Apr 30, 2010 at 08:16 PM

Quotations Project


Dear Experts,

I'm new to SAP CRM and this is my first project to work. Below are the project requirements. Can someone help me giving detailed step by step instruction how I can accomplish this?

Project details

We are in the process of bringing the quotes system into Webui. An opportunity is created via an upload process (this has already been taken care) and also manually in CRM. An email should be sent to regional sales rep when an opportunity is created. A master quote will be created with or without reference of opportunity. Once quote is created, it should send an email to sales reps. The quote admin controls the pricing, margin analysis when they approve the quote, the system should check for a specific type of product in the quote and if exists, route to sales rep and if product doesn't exist, check for the price and if the margin is >25% then rout to one person if not to another person. The notifications should be via email.

There is already org model created and business role and role config key has already been assigned. My question to you all is,

1) when I create a z transaction type be linked to a business role to ensure that the users can get to see the data that is relevant to their org?

2) How does the approval process work? how can I set up the approval process?

3) Is there any special org structure required?

Please advise