Enter Reason for Lost Quotation

Explanation

When the customer answers to your quotation and gives you a negative response, you may note the sales quotation as lost. This can be done by clicking Status and then clicking on Lost Quotation sub command on the respective line or lines which opens the Lost Information dialog. You can open it from either the Sales Quotation page or the Sales Quotations page. In this dialog you enter the reason why the quotation was lost and to which competitor it was lost.

The status of the sales quotation header is set to Closed, and all quotation lines without a won/lost reason will receive the same reason for loss and will be set to Lost status. Note that only released, rejected, or possibly revised, lines can be set to Lost.

The release of the demand of planning has to be reversed according to the supply code.

Prerequisites

System Effects

The status of the sales quotation header is set to Closed and the reason for loss is saved with the quotation. All quotation lines without a won/lost reason will receive the same reason for loss as the header and will be set to Lost status. No further transactions can be performed.