Presales Activity

A) Inquiry: IN- VA11 (T code)

B) Quotation: QT- VA21 (T code)

Inquiry is the request place by the customer to get information about the seller’s product.
Inquiries are the inquiries received from a customer about products and services that a
company offers or
the inquiries received from customers like, if a product is available, costing of product,
delivery of a product
Quotation is the reply to the customers Inquiry. A document containing the offer of a
company to a customer and mentioning products, prices, and other details

E.g.,
1) Customer enquired about certain product
2) INQUIRY Document is created on this (VA11)
3) The created INQUIRY Document is passed on to the concerned Sales Department
4) QUOTATION Document is created (VA21) as a reply to the inquiry
5) QUOTATION Document is sent to customer, negotiation done, then PURCHASE Order is
received
6) SALES Order is created (VA01) in reference to the PURCHASE Order
7) DELIVERY Document is created (VL01N)
8) INVOICE created (VF01)
 A) Inquiry: IN- VA11 (T code)

Menu Path: Logistics → Sales and Distribution → Sales → Inquiry → Create T-Code: VA11

Press Enter

Enter 1) Sold to party

2) Plant (for pricing- pricing is taken into consideration)
 3) Valid from and Valid to
4) Order Reason
5) Material No.
6) Order Quantity

Save it

[Under Header Data we can also Add TEXT (whatever the customers requirement is)
 ]

Master Data Involved when Creating Inquiry

The following master data is involved when creating an inquiry. This master data fetches
relevant information and populates the relevant fields accordingly.

CUSTOMER MASTER DATA

 Name of the Customer

 Address
 Location
 Taxation details
 Geographical location according to company’s Sales Geographical Structure
 Shipping details
 Billing details as in Terms of Payment
 Partners associated with the Customer I.e. Ship to Party, Billing, Payer etc.

MATERIAL MASTER DATA

 Material Description
 Unit of Measure (Stock Keeping Unit – SKU)
 Transportation Group
 Loading Group (fork lifter, manual handling etc.)
 Taxation information
CUSTOMER MATERIAL INFO RECORDS

 Used to maintain customer relevant SKU codes which are mapped with the
company’s code

CONDITION MASTER (PRICING)

 Base price of the product or special price for a particular customer

 Discount(s) on the product or special discount offered to one customer
 Freight
 Taxes

Partners (Parties) Involved in SAP SD Inquiry Creation

 Sold-To Party: the entity that inquired the goods

 Ship-To Party: to whom goods are be delivered to
 Bill-To Party: the entity that is responsible to receive the bill
 Payer: the entity responsible for the payment