Create Quotation when Initiating the Request
Explanation
This activity is used to create a Request Quotation when initiating a Request via the New Request Assistant.
After entering mandatory data to create the Request, the Quotation Needed option will be enabled. You can create a
Quotation for the Request Scope after entering the required data.
Prerequisites
- Prerequisites to create a Request should be
fulfilled.
- 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 Service Object page and connected to the
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/Location.
System Effects
As a result of this activity, a Request Scope and a Request quotation will be created for the request.