Create New Request Quotation
Explanation
This activity is used to create a new Request Quotation via the
New Request
Quotation assistant. After entering mandatory data to create the Request, you
can enter the quotation information.
The created Request Quotation can be viewed by either its creator or
users in the Access Groups of the Service Organization.
Prerequisites
- Prerequisites to create a Request should be fulfilled.
- A customer should be defined in the Customer
page.
- The Service should be defined in the Service Catalog.
- The Service Organization needs to be connected to the Service in the
Service Catalog.
- If needed, the Reported Item (Model or Object) should be defined:
- The Object should be defined in the Service Object page
and be connected to the request customer as a Party in the
Parties tab.
- The Model should be defined in the Model page.
- If needed, the Request Contracts should be defined with a Contract Line
with a Price Rule, that covers the specified Reported Item.
System Effects
As a result of this activity,
- A new Request with a Request Scope will be created.
- A new Request Quotation will be created for the created Request.