Use this activity to activate a planned sales quotation by clicking on the Status and then Release Quotation sub command in the Sales Quotation page or the Sales Quotations page. The status on the header is updated from Planned to Released. In contrast to activating a regular customer order, this function freezes the quotation instead of activating it. Once the sales quotation activated, you can print the it and send it to the customer. If the customer then gives you a positive response, you can convert the quotation into a regular customer order.
It should be noted that changing a printed or rejected quotation (e.g., changing the additional discount percentage on the header) with the Released or Rejected status creates a new revision, sets the status to Revised and disable the Printed option. A revised quotation must be released again.
It is also possible to release single lines in the Sales Quotation/Quotation Lines tab. When single lines are released, the header status remains unchanged. Specific quotation lines can also be released for planning by enabling the Release For Planning option on the line.
When you activate the quotation, any needed purchase requisition or shop order requisition will be automatically created.
When you release the sales quotation, the status on the sales quotation header is updated to Released. All lines, except those in status Lost, Canceled or Won, are also released. This means that the sales quotation is ready to be converted into a regular customer order. The quotation is not included in the availability checks. Furthermore, no order proposal can be created.
If the Release For Planning option is enabled on a quotation line, the line will be included in master scheduling calculations, planning data calculations and supply/demand views.
A new calculation of sales promotions is triggered.
If the quotation has been revised and released again, the status is changed from Revised to Released and the revision number is increased.