Enter Quotation Line

Explanation

Like the customer order, the sales quotation is built in two levels: a quotation header and one or more quotation lines. The second step in a new entry is to enter the quotation line(s).

The Quotation Lines tab is used to specify the parts and quantities that the customer wants to order.

Either specify the sales part number, service part number, or package part number directly in the Sales Part No field or search for it by using the List of Values. If the part you want to enter belongs to an assortment, you can also look up its number by selecting the line and then clicking Parts by Assortment and Site Cluster. In addition, you can enter the customer's part number in the Customer Part No field if a cross-reference is established between your sales part number and the customer's part number. The description of the part is then displayed in the Description field, including the sales unit, price unit, and possible discounts.

If the Input UoM Group option on the line is enabled, then it is possible for you to enter quantities of the sales part in input units and not in the sales unit of measure. You can select an input UoM from the Input UoM list. Enter the parameters either in the Input Qty field or click Input UoM Parameters and use the Input UoM Parameters page. If a default UoM has been defined for the input UoM group, it will be the default value in the sales quotation line.

You can also specify the desired date of delivery, planned date of delivery, condition codes, prices or price breaks, discounts, and some other information for each quotation line. You can choose not to enter any quantity and use price breaks for different quantities instead. By clicing the Price Breaks command you open a dialog and can enter price breaks.

When a new quotation line is created, the system checks to determine whether the specified sales part has been superseded by another part. If a replacement part has been defined with a date of replacement earlier than or equal to the date the line is created, the part on the line is automatically replaced with the replacement part. An information message is displayed and the sales part number of the originally requested part is stored in the Original Sales Part No field on the quotation line.

If the sales part has a substitute part, you are able to see this and also choose a part by select the quotation line and run the Substitute Sales Part command.

When a quotation line is entered, it acquires Planned status. The status of the sales quotation header does not change; it is still Planned.

If the sales quotation is being created for a Jinsui enabled customer, and a Jinsui invoice needs to be created, the total line amount must not exceed the maximum amount for the Jinsui Invoice defined for the company.

If the sales quotation line should be released for planning at the time of releasing the line, the Release for Planning option on the line must be enabled.

If the Use Price Incl Tax option is enabled, the Price/Curr and Price/Base fields are non-editable and the price is calculated based on the price including tax value and the connected tax codes. The Price Incl Tax/Curr field is editable.
If the Use Price Incl Tax option is disabled, the Price Incl Tax/Curr and Price Incl Tax/Base fields are non-editable and the price including tax is calculated based on the value entered for the price and the connected tax codes.

Prerequisites

The sales quotation header must have been entered and saved.
The sales part, service part, or package part must have been entered and saved.
Assortment structures must be defined if you want to refer to assortments when entering part numbers.
If you are specifying a condition code, the part must have condition code feature enabled on the part record on the Part/General tab.
Supply chain parameters should be defined for the supply chain relation. For external customers, this can be done in the Site to Customer Supply Chain Parameters page, and for internal customers this can be done in the Site to Site Supply Chain Parameters page. If you use the supply code Purchase Order Direct, the supply chain parameters can be defined in the Supplier to Customer Supply Chain Parameters page for external customers, and in the Supplier to Site Supply Chain Parameters page for internal customers.
To set the value in the Supply Code field to Production Schedule, the inventory sales part must have been associated with at least one production line, at a site with a positive schedule percentage. A production line can be defined in the Production Line page in IFS/Manufacturing Standards.

For the superseded parts function:

Replacement parts are entered in the Sales Part/General, Non-Inventory Sales Part/General or Package Part/General pages, depending on the type of part that is to be replaced.

For warranties:

For the quotation line to inherit customer warranty data, the warranty data must first exist for the sales part.

For the substitute sales parts function:

Substitute sales parts must be connected to the appropriate sales parts in the Alternate Sales Parts Base Data page.

System Effects

As a result of this entry, a sales quotation line is entered. The quotation line receives status Planned. The supply code determines the retrieving rules for the supply chain parameters. If a replacement part has been defined with a date of replacement earlier than or equal to the date the quotation line is created, the part on the line is automatically replaced with the replacement part and the sales part number of the originally requested part is stored in the Original Sales Part No field on the quotation line.
If you have chosen substitute parts, the original quotation line is removed and new lines for the replacement parts are created. The sales part number of the originally requested part is stored on the new quotation line.
When the quotation line is created, it inherits any default customer warranty defined for the sales part.
It is possible to cancel a quotation line as soon as it has been entered.
If the total line amount for any particular Jinsui sales quotation line exceeds the specified maximum amount, you will not be allowed to save this order line. To avoid this, the amount can be divided between two or more lines.
If the customer has the Receive Pack Size Charge/Discount option enabled in the Customer/Sales/General tab, the sales quotation header site has a valid pack size charge price list and the order line(s) has an Input UoM specified in that part list, then a charge line will be created in the Sales Quotation/Charges tab. The Charge Category field in the charge line indicates that it is a pack size charge. However, it will only happen so for an existing customer.

Enter Quotation Line

Explanation

Prerequisites

System Effects

Pages

Activity Diagrams