Quote Version Management
When must a new quote version be created?
Every time any change is made to a quote.
Which SAP transaction is used to update an existing quote?
VA22
When should proration normally be calculated?
At the start of the service period.
What is the maximum Territory/Account Manager discount for 1–5 instruments?
3%.
Is a new version required when reverting to a previous configuration?
Yes, a new version is still required.
How many additional material lines are needed for a 3-year quote?
Two additional lines.
Who can authorize changes to the standard proration approach?
Sales.
How many instruments qualify for an 8% Territory/Account Manager discount?
More than 10 instruments or products.
What is the correct naming format when saving a quote file?
CompanyName_QuoteNumber-VersionNumber
What is the default annual price increase if Sales does not specify otherwise?
3%.
How should prorated periods be listed for monthly or quarterly billing?
As separate lines.
What is the maximum discretionary discount a Director can approve?
17%.
What must be done if a quote version number was added incorrectly?
Add a note clarifying and confirming the correct version number.
What period of coverage does each material line represent in a multiyear quote?
One year.
How should proration be listed when billing is annual and less than one year?
Combined with the base year into one line.
When is Service Sales Manager approval always required before offering a discount?
When coverage exceeds one year and the annual increase is less than 3%.