Enter Quotation Header

Explanation

The sales quotation function is a pre-step to a customer order. It allows you to enter and handle requests from existing and prospective customers. You can create a sales quotation for customers where the category is either Customer or Prospect.

Like the customer order, the sales quotation is built in two levels: an order header and one or several quotation lines. The first step in a new entry is to enter the sales quotation header. The quotation number is automatically assigned by the system when saving the header. However, you can manually enter a quotation number before saving the header. The system uses your coordinator group ID and the quotation number introduction specified in the Coordinator Groups page to produce the quotation number. When the header has been entered with valid data and saved, it assumes the Planned status.

Note: If you want to create Jinsui Invoices for a Jinsui-enabled customer, the currency should be same as the accounting currency of the company.

You can view, define, and update delivery information for the sales quotation header on the Quotation Details tab.

It is possible to change the customer on the sales quotation header as long as there are no lines in the Won or Lost statuses.

Prerequisites

• The user should be connected to a coordinator in the Sites per User page.
• The customer should have a record in the Customer page. Customer category should be either Customer or Prospect.
• The 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.

System Effects

This activity has the following system effects.

• A sales quotation header is created. When the sales quotation header is saved, the quotation number appears automatically (if not entered manually). The sales quotation header receives the Planned status.
• When you enter a sales quotation header, the default site and coordinator (if defined), are retrieved from your user. The customer name, language code, delivery address, document address, etc., are retrieved from the customer record. Delivery information is primarily retrieved from any customer agreement, secondarily from the supply chain relations, and finally from the customer record.
• It is possible to cancel a quotation order header as soon as it has been entered. Any existing quotation order lines will be canceled at the same time.

Pages

Account CRM
Account Contact
Account Contacts
Sales Quotation

Activity Diagrams

Manage Account Contact
Manage CRM Account
Enter Sales Quotation
Enter Sales Quotation, CTO