What is referral in SAP FS-QUO - SAP Quotation Management?

SAP Term: referral

• Component: FS-QUO

• Component Name: SAP Quotation Management

• Description: The reference information that the underwriter takes into consideration when performing the underwriting. This information comes from system underwriting or it is manually input by agents. For example:Risks or results from system underwriting.

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• Key Concepts: 
  Referral in SAP Quotation Management (FS-QUO) is a process that allows users to refer a quotation to another user for review and approval. This process is used when a user needs to get approval from another user before they can proceed with the quotation. 
  
  How to use it: 
  To refer a quotation in FS-QUO, the user must first select the quotation they want to refer. Then, they must select the “Refer” option from the menu. This will open a window where the user can enter the name of the user they want to refer the quotation to. Once the referral is complete, the referred user will receive an email notification with a link to view and approve the quotation. 
  
  Tips & Tricks: 
  When referring a quotation, it is important to make sure that all relevant information is included in the referral. This includes any notes or comments that may be necessary for the referred user to understand why the quotation needs to be approved. Additionally, it is important to make sure that the referred user has all of the necessary permissions and access rights in order to approve the quotation. 
  
  Related Information: 
  Referral is just one of many features available in SAP Quotation Management (FS-QUO). Other features include creating quotations, managing customer data, and tracking sales orders. For more information on these features, please refer to SAP’s official documentation.