| # Case description The input for this case is a request for a quotation from the customer, which contains the commercial, technical, and quality requirements specified by the customer. First, in the main function, request for quotation management, the customer request is translated and registered in a quotation with quotation lines. Here, the financial planning and budgeting, as well as the available capacity, can also be checked to see whether, if, and when the customer can expect the quotation. In this case, you can also decide that, for a particular RFQ, no actual quotation will be made and, therefore, the customer must then be informed about this denial. This case also assumes that the customer is not known at the moment of placing the RFQ and, therefore, all the customer-related data can be entered in Customer Data Management. If in RFQ Management you determined to provide follow-up to a particular RFQ, you can define a project on which hours can be booked during the quotation phase. As a result, the amount of hours booked on a particular RFQ is then known. In addition, you can also create a rough definition of the project here. Next, you can perform product engineering for the product. A check will be carried out to verify whether similar projects were performed previously out of which parts can be copied. The high-level product design, bills of material (BOMs), product structures, and other documentation based on the requirements are created. If unknown components might be required for this project, purchase inquiries can be sent out to suppliers and subcontractors to obtain information about specifications, prices, delivery times, and so on. Based on the engineered product and the gathered related information, a more detailed project can then be defined for the actual building and construction of the product. In Project Estimating, a lead-time and a price for the project can then be calculated. You might be required to adapt or modify the financial plans and budgets according to the possibility of winning a particular sales order. You must take into consideration the influence that a relatively large order can have on the financial situation of the company before you can send the quotation to the customer. Based on available resources, budgets, and so on, a decision must be made as to whether or not the project fits in the current financial plan or whether the financial plan might have to be modified. A result of this can also be a request for pre-financing to be sent along with the quotation to the customer. The quotation can then be created and sent to the customer. This quotation creation job must be performed repeatedly. The proposal is sent back and forth a several times. The case that follows logically after this case is Scope, Order-to-Payment (ETO). |