Manage Sales Item Proposals
Use
With this app, you can search for, create, edit, and delete sales item proposals according to your filter
criteria.
If a customer frequently orders the same combination of products (that is, materials), or if you
recommend a particular selection of products for an opening order, you can store the frequently used
data as an item proposal to reduce the time needed during sales order processing. If you wish, the
item proposal may also include proposed order quantities. Additionally, you can display a list of
assigned customers for each sales item proposal.
During sales order processing, you can then retrieve all or some of the products and quantity data
from the item proposal directly into your sales document. Items proposed from an item proposal can
still be changed in the sales order.
Key Features
▪ Search for sales item proposals using a free text search
▪ Search for sales item proposals based on one or more filter criteria
Note
We strongly recommend limiting your search results by making use of various filters to avoid
performance issues.
▪ Create a variant for the current filter selection and save it for later reference
Note
SAP delivers a standard filter variant.
▪ Restore the default filter variant
▪ Sort sales item proposals in the results list
▪ Restore the default sort order
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▪ Hide or show columns in the list
Note
SAP delivers a default column selection.
▪ Restore the default column selection
▪ Group sales item proposals in the results list
▪ Restore the default grouping
▪ Create a new sales item proposal by entering at least the following data:
▪ Sales Document Type
▪ Sales Organization
▪ Distribution Channel
▪ Organization Division
Note
When creating or editing sales item proposals, all changes are automatically saved as drafts by
the system. However, data from sales item proposals in draft version cannot be retrieved
during sales order processing.
▪ Navigate to the overview page of a sales item proposal, either to display or to change data, by
selecting a row in the list
▪ Define a search term in the Description field which can later be used to retrieve the item
proposal during sales order processing
▪ View customer contact info from the customer master data for the selected sales item
proposal
▪ Delete existing sales item proposals
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Supported Device Types
▪ Desktop
▪ Tablet
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