How can we send an automatic notification to the customer for an expiring service quotation?

[Ingrid_at_Applium]

Hello

Does anybody know how we can send an automatic email notification to the customer concerning the expiring service quotation sent?

There is email notification on the approval pending, but nothing concerning a reminder.

Thank you

Ingrid

[Chuma · Accepted solution]

Hello @Ingrid_at_Applium 

Thank you for your question.

In the standard functionality of SAP S/4HANA Cloud, there is currently no out-of-the-box feature that sends automatic reminder emails to customers for expiring service quotations.

However, here are a couple of options to achieve it;

Option 1: Use Situation Handling (Recommended if available in your scope)
App: Manage Situation Types

You can define a situation scenario that monitors the expiration date of service quotations.

Configure it to trigger an internal or external notification a few days before the expiration.

Note: This requires the right business context (e.g., Service Quotation) and scope item.

Option 2: Custom Email Notification via Custom Logic
App: Custom Logic – You can implement a BAdI (e.g., SD_QUOTATION_EXPIRY_NOTIFICATION) if available.

This would allow you to define logic that triggers an email based on quotation expiration date.

Combine with an Output Management template for email formatting.

Option 3: Develop a Scheduled Job (as last resort)
Create a custom CDS view to list expiring quotations.

Use Email Templates + Scheduled Job to send out notifications via Communication Arrangements.

Let me know if you need further details,

Thank you and kind regards

Chuma

[Ingrid_at_Applium · Accepted solution]

Thank you for this feedback. I will follow the recommandation 🙂