Generating Contract and Scheduling Agreement Documents
Order ID |
53563633773 |
Type |
Essay |
Writer Level |
Masters |
Style |
APA |
Sources/References |
4 |
Perfect Number of Pages to Order |
5-10 Pages |
Description/Paper Instructions
Generating Contract and Scheduling Agreement Documents
Process 149
Outcomes
Presales activity frequently results in the creation of two transaction documents: the inquiry and the quotation. The inquiry document is simply a record of the customer’s inquiry in the SAP ERP system. Although creating an inquiry is not essential, it does provide certain benefi ts. For example, the company can use the inquiry as a reference document when it creates a quotation. Further, it can analyze inquiry data to identify lost potential sales and then devise strate- gies to prevent similar losses in the future.
Presales activity can also generate contract and scheduling agreement documents. No material documents are created because there is no movement of materials. No accounting documents (FI or CO) are created because presales activities have no impact on the company’s fi nancial position.
A fi nal outcome of presales activity is the communication of the quota- tion to the customer. The manner in which the quotation is communicated is determined by the output conditions associated with the quotation. Recall from the discussion earlier in this chapter that the output conditions determine the following elements:
- The output medium by which the quotation is sent (e.g., print, fax, or EDI)
- The recipient, meaning the company with the appropriate partner function who receives the quotation
- The date on which the quotation is sent
In the case of Rocky Mountain Bikes, GBI receives a request for a quota- tion for 40 bikes and 100 t-shirts. In response, it creates a quotation. It chooses not to use any existing documents as a reference. Therefore, it must either input the RMB customer number directly or search for RMB in the list of customers for its sales area. It must also provide a valid-to date for the quotation and then input the material numbers and quantities for the materials that RMB has requested. When the customer and the materials are linked to the quotation, the system automatically imports data from the rel- evant master records—customer, material, pricing conditions, and customer- material information records—into the quotation. When GBI has completed the quotation and is ready to send it to RMB, the output conditions indicate that RMB prefers to receive quotations immediately via e-mail.
Demo 5.5: Create a quotation
SALES ORDER PROCESSING
One of the goals of the presales activities is to encourage customers to place orders for materials or services. These orders typically take the form of a pur- chase order (PO) sent by the customer to the company. A customer PO triggers the sales order processing step, which results in the creation of a sales order in the SAP ERP system. A sales order is an internal document that con- tains information necessary to fi ll the customer order in a standardized form. Figure 5-23 illustrates the key elements of the sales order processing step.
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150 CHAPTER 5 The Fulfi llment Process
Figure 5-23: Elements of a sales order
In our example, RMB has received a quotation from GBI and several other suppliers. It has decided to place the order with GBI. Accordingly, RMB prepares a purchase order using its procurement process and communicates it to GBI via e-mail, fax, or other means. Note that had RMB selected another supplier, then the quotation that it received from GBI would have expired on the valid-to date with no impact on either GBI or RMB. The PO represents a commitment to purchase the stated materials under the specifi ed terms and conditions. When GBI receives the purchase order, it will retrieve the quota- tion that was previously sent to RMB and create a sales order using the data in the quotation. As part of this process it will verify that the data in the quotation match the data in the purchase order.
Data
If you compare Figure 5-21 with Figure 5-24 below, you will notice that much of the data contained in the sales order is also found in the quotation. In addition,
Figure 5-24: Data in a sales order
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Process 151
the sales order includes data related to shipping, billing, partner functions, and, if relevant, data from contracts with customers. Shipping and billing data are obtained from the customer master or the customer-material info record. Partner functions are obtained from the customer master based on the speci- fi ed sold-to party. Recall that contracts are agreements made by customers to purchase a specifi ed quantity or value of materials over a certain time period. Therefore, data regarding quantities, prices, and delivery dates are obtained from contracts. In addition, the delivery plant is obtained from the customer- material info record, the customer master, or the material master, in that order.
RUBRIC
QUALITY OF RESPONSE |
NO RESPONSE |
POOR / UNSATISFACTORY |
SATISFACTORY |
GOOD |
EXCELLENT |
Content (worth a maximum of 50% of the total points) |
Zero points: Student failed to submit the final paper. |
20 points out of 50: The essay illustrates poor understanding of the relevant material by failing to address or incorrectly addressing the relevant content; failing to identify or inaccurately explaining/defining key concepts/ideas; ignoring or incorrectly explaining key points/claims and the reasoning behind them; and/or incorrectly or inappropriately using terminology; and elements of the response are lacking. |
30 points out of 50: The essay illustrates a rudimentary understanding of the relevant material by mentioning but not full explaining the relevant content; identifying some of the key concepts/ideas though failing to fully or accurately explain many of them; using terminology, though sometimes inaccurately or inappropriately; and/or incorporating some key claims/points but failing to explain the reasoning behind them or doing so inaccurately. Elements of the required response may also be lacking. |
40 points out of 50: The essay illustrates solid understanding of the relevant material by correctly addressing most of the relevant content; identifying and explaining most of the key concepts/ideas; using correct terminology; explaining the reasoning behind most of the key points/claims; and/or where necessary or useful, substantiating some points with accurate examples. The answer is complete. |
50 points: The essay illustrates exemplary understanding of the relevant material by thoroughly and correctly addressing the relevant content; identifying and explaining all of the key concepts/ideas; using correct terminology explaining the reasoning behind key points/claims and substantiating, as necessary/useful, points with several accurate and illuminating examples. No aspects of the required answer are missing. |
Use of Sources (worth a maximum of 20% of the total points). |
Zero points: Student failed to include citations and/or references. Or the student failed to submit a final paper. |
5 out 20 points: Sources are seldom cited to support statements and/or format of citations are not recognizable as APA 6th Edition format. There are major errors in the formation of the references and citations. And/or there is a major reliance on highly questionable. The Student fails to provide an adequate synthesis of research collected for the paper. |
10 out 20 points: References to scholarly sources are occasionally given; many statements seem unsubstantiated. Frequent errors in APA 6th Edition format, leaving the reader confused about the source of the information. There are significant errors of the formation in the references and citations. And/or there is a significant use of highly questionable sources. |
15 out 20 points: Credible Scholarly sources are used effectively support claims and are, for the most part, clear and fairly represented. APA 6th Edition is used with only a few minor errors. There are minor errors in reference and/or citations. And/or there is some use of questionable sources. |
20 points: Credible scholarly sources are used to give compelling evidence to support claims and are clearly and fairly represented. APA 6th Edition format is used accurately and consistently. The student uses above the maximum required references in the development of the assignment. |
Grammar (worth maximum of 20% of total points) |
Zero points: Student failed to submit the final paper. |
5 points out of 20: The paper does not communicate ideas/points clearly due to inappropriate use of terminology and vague language; thoughts and sentences are disjointed or incomprehensible; organization lacking; and/or numerous grammatical, spelling/punctuation errors |
10 points out 20: The paper is often unclear and difficult to follow due to some inappropriate terminology and/or vague language; ideas may be fragmented, wandering and/or repetitive; poor organization; and/or some grammatical, spelling, punctuation errors |
15 points out of 20: The paper is mostly clear as a result of appropriate use of terminology and minimal vagueness; no tangents and no repetition; fairly good organization; almost perfect grammar, spelling, punctuation, and word usage. |
20 points: The paper is clear, concise, and a pleasure to read as a result of appropriate and precise use of terminology; total coherence of thoughts and presentation and logical organization; and the essay is error free. |
Structure of the Paper (worth 10% of total points) |
Zero points: Student failed to submit the final paper. |
3 points out of 10: Student needs to develop better formatting skills. The paper omits significant structural elements required for and APA 6th edition paper. Formatting of the paper has major flaws. The paper does not conform to APA 6th edition requirements whatsoever. |
5 points out of 10: Appearance of final paper demonstrates the student’s limited ability to format the paper. There are significant errors in formatting and/or the total omission of major components of an APA 6th edition paper. They can include the omission of the cover page, abstract, and page numbers. Additionally the page has major formatting issues with spacing or paragraph formation. Font size might not conform to size requirements. The student also significantly writes too large or too short of and paper |
7 points out of 10: Research paper presents an above-average use of formatting skills. The paper has slight errors within the paper. This can include small errors or omissions with the cover page, abstract, page number, and headers. There could be also slight formatting issues with the document spacing or the font Additionally the paper might slightly exceed or undershoot the specific number of required written pages for the assignment. |
10 points: Student provides a high-caliber, formatted paper. This includes an APA 6th edition cover page, abstract, page number, headers and is double spaced in 12’ Times Roman Font. Additionally, the paper conforms to the specific number of required written pages and neither goes over or under the specified length of the paper. |
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