Sales quotation functionality scope: Which of the following is <em>not</em> normally considered a core procedure set within a quotation system (as opposed to later order-fulfillment processes)?

Introduction / Context:
A quotation system supports pre-sales activities: retrieving product data and pricing, configuring items, and generating quotes for customers. It typically stops short of fulfillment tasks that belong to order management or logistics. This question asks you to identify which listed activity is not normally part of quoting proper.

Given Data / Assumptions:

• Quotation scope: configure-price-quote (CPQ), terms, validity, and document generation.
• Fulfillment scope: delivery planning, picking, shipping—handled after an order is accepted.
• Product data retrieval and quote preparation are central to quoting.

Concept / Approach:
Delivery planning depends on confirmed orders, actual inventory positions, and logistics constraints. While quotes may estimate lead time, detailed delivery planning is an order management function. Therefore, among the options, “delivery planning” is the one that is not a core quotation procedure set.

Step-by-Step Solution:

Verification / Alternative check:
In ERP/CRM architectures, CPQ is distinct from order promising/ATP and transportation planning modules.

Why Other Options Are Wrong:

• product data retrieval: Essential for accurate specs and pricing.
• quotation preparation: The primary function of a quotation system.
• all of the above: Incorrect because two listed items are indeed core.
• None of the above: Incorrect since one item is not core.

Common Pitfalls:
Embedding detailed delivery planning in quoting complicates the sales process with uncertain data; better to provide indicative lead times and finalize after order acceptance.

Final Answer:
delivery planning