When your customer has given you a positive response on your quotation, you must convert the quotation into a regular customer order. You can do so by using Create Order from Quotation option, either in the Sales Quotation page or the Sales Quotations page. The Create Order from Quotation page for entering some additional order information will be displayed. You must enter order type, reason for winning the quotation, whether the sales quotation won reasons/notes should be over ridden, wanted delivery date, whether the customer order should be created in the Planned or Released status, and quantities for lines with price breaks. This information is mandatory. Optionally, pre-posting can also be specified.
Any quantity that is entered must be within the range for the price breaks, i.e., it is not possible to enter a quantity for which there is no price specified. In that case, the price breaks must be removed from the line or a new line without price breaks must be created.
If an additional discount has been entered on the quotation header, the discount will be automatically transferred to the customer order.
The sales quotation is now ready to continue in the normal customer order workflow prescribed for the order type.
According to this workflow, a credit inspection is performed for the order. First, the system checks whether the customer is credit blocked in the customer record. Then, the value of all outstanding orders, which are reserved but not yet invoiced, is totaled so that they do not exceed the customer's credit limit. If IFS Financials is installed, all outstanding invoices are included as well. If the credit limit is exceeded, the order is credit blocked. It acquires the status Blocked and is stopped in the order flow. The order can, however, be released manually in the Handle Blocked Customer Orders page.
If there are charges on the quotation header, which are transferred to the customer order header, a warning message is displayed when not all quotation lines are transferred to the customer order. The user must control these charges in this specific case.
If any line to be converted consists of a configured part whose supply code has been set to Invent Order, the system will also consider the Release for Planning option and set the corresponding Release for Material Planning option as disabled on the customer order line.
Note:
- If the customer order is created in Released
status, the value for the Release for Material Planning option will be
enabled.
- If the customer on sales quotation is Prospect,
convert prospect to Customer before creating a customer order.
If the Limit Sales to Assortments option is enabled, the customer is limited to only sale of parts that are connected to the limited assortments. You will not be able to create a customer order if at least one sales quotation line has a part that is not connected to the limited assortments for the customer. You can disable this if you have decided to allow overrule this limitation in site level.
The sales quotation must have been released, i.e., have the Released status.
The sales quotation is converted into a regular customer order, using all available information on the sales quotation header. The status of the sales quotation is updated to Closed. The customer order is created with the Planned status. If you have chosen to create the customer order in the Released status, the customer order is then automatically released, resulting in a status that depends on the order type. If pre-posting has been applied, it is retrieved to the customer order header and its line(s).
All quotation lines, except those with the Lost or Closed status, will generate new customer order lines with the Released status. The status of these quotation lines will be set to CO Created and each line will receive the same won reason as on the quotation header. A reference to the originating quotation line will be stored on the customer order line and the corresponding customer order line will be stored on the quotation line.
The sales quotation is only converted to a customer order, if all the rental quotation lines are entered with planned start rental date and planned end rental date. if at least one rental quotation line is missing this information, the conversion process is halted with an error.