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Quote to Sales Order Standard Integration

The following topics explain the quote to sales order standard integration:

• Executing Quote to Sales Order
• Siebel/SAP Pricing Integration for Quotes and Orders

Executing Quote to Sales Order

This topic describes how to transfer a Siebel quote to an SAP sales order. It also describes how quotes can be validated. To execute the Quote to Sales Order data flow, first make sure you completed the installation steps as described in Installation and Configuration. and executed Account to Customer and Products to Material data flows successfully. You should have set up products and sales area accounts before you submit sales orders to SAP.

To validate quotes

1. Press Validate on the SAP Line Item view.

   This is similar to Validate on Sales Order. Invoking the Validate data flow on quote returns Credit Status, Pricing information, and Delivery Proposal (Schedule Lines in Schedule Line form) only. Delivery block and billing block information is not provided, but can be added if required by modifying the applet (both the fields are in the underlying database and Bus Comp).

2. Press auto order to convert the Siebel quote to a Siebel order when you are satisfied with the Delivery Proposal and pricing.

To execute the data flow in the Siebel application

1. Navigate to the Quotes tab.
2. To create a new Quote Header, click New or select an existing Quote.
3. Enter information in the list, review entries, and then click Save.

   The following figure shows the Quotes list and its fields: Quote #, Revision, Name, Opportunity, Created, Status, Active, and Price List.
4. If your customer wants to pay with a credit card:
   1. Click the Payments view tab.
   2. Create a new Payment Line record with credit card as the method of payment.
   3. Scroll down to Payment Detail - Credit Card applet.
   4. Enter the following information:
      • Card Name
      • Card Number
      • Card Holder
      • Expiration date
5. Click the Line Items (SAP) view tab:
   1. Add or modify the SAP-specific Information in the Quote Header.

      Make sure that the correct SAP Sales Area is assigned.

   2. Create a new line item or select an existing line item.
   3. Enter line item data, review the entries, then save the line item.
6. To validate a quote in SAP, click Validate.
7. To Create a Siebel sales order, click on the orders tab and then click on the Sales order.

   All orders generated for the selected quote should be visible in this view. Drilling down on the latest order takes to you to the order screen. Here you can choose the line items (SAP) tab and validate and create SAP orders as described in the previous section.

8. To get more detailed delivery information for a selected line item, navigate to the Schedule Line tab.

Siebel/SAP Pricing Integration for Quotes and Orders

To execute pricing in Siebel quotes and orders two scenarios are possible:

• SAP as the price master
• Siebel application as the price master

To execute the Siebel/SAP price integration make sure you have completed the installation steps as described in Installation and Configuration.

To add shipping and billing instructions in Quotes and Orders

1. Click the Fulfillment view tab.
2. Choose Shipping Terms from the predefined drop-down list.

   For Incoterms Part 1 use the Shipping Terms field, and for Incoterms Part 2 use the Shipping Info field.

3. Navigate to the Payment tab.
4. Choose Payment Terms from the predefined drop-down list.

Siebel Application as Price Master

You maintain your pricing data in the Siebel application. For more information about Siebel Pricer, see the Pricing Administration Guide. Assign a price list in the Quote/Order Header or enter a manual price in the Discounted Price field. A flag is checked to let you know that the Siebel application is the pricing master. SAP then calculates with the Net Price sent from the Siebel application.

For standard integration, the Siebel application uses SAP to calculate the tax. To send freight charges to SAP, click the Total view tab, and enter the Freight Costs into the Shipping Charges field.

Condition Type. Table 14 and Table 15 show the default field mappings used when the Siebel application is the price master. You may need to change them depending on your SAP configuration settings.

The default mappings in Table 15 are only valid in Simulate Data Flow. After you submit an order to SAP, SAP becomes the pricing master.

GETSTATUS. When you submit a sales order, SAP takes the ownership of the price data. Any changes you make to the pricing relevant data is updated in the Siebel application.

SAP as Price Master

In this scenario you maintain your pricing master data (price lists, discounts, and so on) in SAP. When you validate or submit a quote or an order to SAP, SAP calculates the Line Item price. This price is sent back to the Siebel application together with freight and tax information. Table 16 and Table 17 show the default field mappings used when SAP is the price master.