Creating quotation using DIP-DP81

[srinivasan_desingh]

Hello Experts,

I run DP81for creating quotation from the sales pricing which comes from the planned cost of my project.

Dynamic items are created based on the activity type. Eg: Junior consultant - 100 hrs - $10000,

Senior Consultant-100hrs-$20000

When I convert the dynamic items to quotation, each dynamic items are converted to each quotation line item.

I dont want this to happen because I am going to send quotation to my customer as services. Eg: Line item 1 - Implementation service - $30,000. I want all the dynamic items aggregated to one quotation line item.

How to do this? I have tried with "individual quantity not checked". I have selected Activity type as the characteristics.

Any thoughts would be great for me.

Regards

Srinivasan Desingh

[virendra_pal · Accepted solution]

in DIP profile - you have set up for activity type characterisitc

you should have a material (DIEN) called Implementaton services

for the material determination use all activity types

You plan

Activity type 1 100

Activity type 2 200

This converts to material

Material 1 300

This needs to be set up in DIP profile

[srinivasan_desingh · Accepted solution]

Hello Virendra,

I agree with your answer and I have done DIP configuration. The problem I am facing is,

Sales price basic comes from planned costs and the sales price comes from condition record.

Eg: Junior consultant cost = $60 but my selling price is $100

Sales price Basis ( comes from planned costs)

Activity 1 - 60

Activity 2 - 80

(Currently this converts to each material. I have configured and working fine)

Sales price

Material 1 - 100

Material 2 - 130

I want material 1 and material 2 to aggregate and create a single line item in quotation Implementation service - 230.

any idea?

Regards

Srinivasan Desingh

[virendra_pal · Accepted solution]

for this you will need to configure from SD

for the item category - set the higher level material to aggregate in quote

the material in DIP will be the lower level material in quote line item

then when you print exclude the lower level material

contact your SD consultant

[srinivasan_desingh · Accepted solution]

Thanks Virendra,

I have asked my SD consultant to work on this. Now I can see the aggregation but still have some problem. How ever SD guy can solve this.

Thanks for your valuable suggestion.

Regards

Srinivasan Desingh

[srinivasan_desingh · Accepted solution]

Hello all,

To achieve this,

1. Check the check box - 'Product' in the DIP profile characteristics.

2. Configure the pricing in the item category of the service level material as statistical.

This will aggregate all the dynamic items into your Service level material in the sales order/contract and shows the value in the service level material.

Regards

Srinivasan Desingh

[Former Member]

For this issue you have to do the following thing;

Please note that this issue is related to DIP profile.

Go to ODP1 in DIP profile select your profile then go to Usage then select Quotation creation and sales pricing then go to Material determination here you have to unchecked the Individual check box.

I think your problem will be solved.

Please let me know if there is any issue.

Thanks,

Suman Sardar