Use this tab to create and maintain the result estimate of the estimate calculation. This tab is divided into two sections separated by a splitter. In the upper section is it possible to select any customers connected to the estimate via a drop-down. In the table it is possible to include different cost versions of the tree structure works scope for the selected customer. A version can be included already when the status is InProgress. A version is selected as included to retrieve a selection of deliverable lines in the lower table. These lines may be transferred to a business object once an estimate is confirmed.
When a version is included for a customer then are the deliverable lines generated for all top items with Sales Price/Base, Sales Price/Curr, Contribution Margin/Base etc. It is not possible to differentiate the offering by excluding a deliverable line for any version and top item, it is all or nothing. If a different offering is required then the way forward is a new revision of the estimate or a complete new estimate.
It is possible to establish a connection to either a sales quotation or a
buisness opportunity for the deliverable
lines related to the versions included. This can be done from the version
records included.
Handle Deliverables for Customer
Create
Buisness Object
Set
customer currency code
Include
version in deliverables for customer
Exclude
version in deliverables for customer
Define sales part for deliverable line
Define site for deliverable line
Define override sales price for deliverable line
Create
business opportunity from estimate
Update
connected objects
View business
opportunity
View sales
quotation
Unpeg
connected objects
Create
sales quotation from estimate
Register sales
part