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.

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 window to produce the quotation number. When the header has been entered with valid data and saved, it assumes the Planned status.

You can view, define, and update delivery information for the sales quotation header in the Delivery Information 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

System Effects

This activity has the following system effects.

Window

Sales Quotation

Related Window Descriptions

Sales Quotation
Sales Quotation/Customer Address
Sales Quotation/Misc Quotation Info

Procedure

  1. Open the Sales Quotation window.
  2. Select New.
  3. Either enter the short name/number of the customer or indicate the customer by using the List of Values.
  4. If the coordinator for this sales quotation is connected to your user, the coordinator ID appears automatically. You can enter or change the coordinator, either by entering the short code or by using the List of Values.
  5. Optionally, you can also perform the following steps:

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.

  1. Save when completed.

Note: You can create a sales quotation for customers where the category is either Customer or Prospect.