Copy Sales Quotation

Explanation

This activity is used to copy sales quotations. You can copy an existing sales quotation instead of entering a new one by using the Copy Quotation command available in the sales quotation header. The Copy Sales Quotation dialog is opened when selecting this operation. Fill in the order number. Optionally, you can alter the dates and select what tabs of the quotation needs to be copied. The dates of the source quotation will be automatically loaded to the dialog unless they are past dates.

You can also select if the prices and discounts of the source quotation needs to be copied or not.

You can copy a header or an entire sales quotation. Use the search function to view the newly copied sales quotation.

Prerequisites

 A sales quotation must have been entered and saved.

System Effects

• A new sales quotation is created based on the values and parameters that were entered in the Copy Sales Quotation dialog.
• The order header and the lines will be created in Planned status.
• The data that will be set automatically during the processing of the quotation will not be copied.

Pages

Copy Sales Quotation
Sales Quotation
Sales Quotations

Activity Diagrams

Enter Sales Quotation