Enter Sales Quotation Line

Explanation

Like the customer order, the sales quotation is built in two levels: a quotation header and one or more quotation lines. The second step in a new entry is to enter the quotation line(s).

The Quotation Lines tab is used to specify the parts and quantities that the customer wants to order. You can also specify the desired date of delivery, planned date of delivery, condition codes, prices or price breaks, discounts, and some other information for each quotation line. You can choose not to enter any quantity and use price breaks for different quantities instead. By right-clicking the quotation line, you can open the Price Breaks dialog box and enter price breaks.

When a new quotation line is created, the system checks to determine whether the specified sales part has been superseded by another part. If a replacement part has been defined with a date of replacement earlier than or equal to the date the line is created, the part on the line is automatically replaced with the replacement part. An information message is displayed and the sales part number of the originally requested part is stored in the Original Sales Part No field on the quotation line.

If the sales part has a substitute part, you are able to see this and also choose a part by right-clicking the quotation line and open the Substitute Sales Part dialog box.

When a quotation line is entered, it acquires Planned status. The status of the sales quotation header does not change; it is still Planned.

If the sales quotation is being created for a Jinsui enabled customer, and a Jinsui invoice needs to be created, the total line amount must not exceed the maximum amount for the Jinsui Invoice defined for the company.

If the sales quotation line should be released for planning at the time of releasing the line, the Release for Planning check box on the line must be selected.

If the Use Price Incl Tax check box is selected, the Price/Curr and Price/Base fields are non-editable and the price is calculated based on the price including tax value and the connected tax codes. The Price Incl Tax/Curr field is editable.
If the Use Price Incl Tax check box is cleared, the Price Incl Tax/Curr and Price Incl Tax/Base fields are non-editable and the price including tax is calculated based on the value entered for the price and the connected tax codes.

Prerequisites

• The sales quotation header must have been entered and saved.
• The sales part, service part, or package part must have been entered and saved.
• Assortment structures must be defined if you want to refer to assortments when entering part numbers.
• If you are specifying a condition code, the part must have condition code feature enabled on the part record in the Part/General tab.
• 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 window, and for internal customers this can be done in the Site to Site Supply Chain Parameters window. If you use the supply code Purchase Order Direct, the supply chain parameters can be defined in the Supplier to Customer Supply Chain Parameters window for external customers, and in the Supplier to Site Supply Chain Parameters window for internal customers.
• To set the value in the Supply Code field to Production Schedule, the inventory sales part must have been associated with at least one production line, at a site with a positive schedule percentage. A production line can be defined in the Production Line window in IFS/Manufacturing Standards. 

For the superseded parts function:

• Replacement parts are entered in the Sales Part/Misc Part Info, Non-Inventory Sales Part/Misc Part Info or Package Part/Misc Part Info tab windows, depending on the type of part that is to be replaced.

For warranties:

• For the quotation line to inherit customer warranty data, the warranty data must first exist for the sales part.

For the substitute sales parts function:

• Substitute sales parts must be connected to the appropriate sales parts in the Alternate Sales Parts Base Data window.

System Effects

• As a result of this entry, a sales quotation line is entered. The quotation line receives status Planned. The supply code determines the retrieving rules for the supply chain parameters. If a replacement part has been defined with a date of replacement earlier than or equal to the date the quotation line is created, the part on the line is automatically replaced with the replacement part and the sales part number of the originally requested part is stored in the Original Sales Part No field on the quotation line.
• If you have chosen substitute parts, the original quotation line is removed and new lines for the replacement parts are created. The sales part number of the originally requested part is stored on the new quotation line.
• When the quotation line is created, it inherits any default customer warranty defined for the sales part.
• It is possible to cancel a quotation line as soon as it has been entered.  
• If the total line amount for any particular Jinsui sales quotation line exceeds the specified maximum amount, you will not be allowed to save this order line. To avoid this, the amount can be divided between two or more lines.
• If the customer has the Receive Pack Size Charge/Discount check box selected in the Customer/Order/General tab, the sales quotation header site has a valid pack size charge price list and the order line(s) has an Input UoM specified in that part list, then a charge line will be created in the Sales Quotation/Charges tab. The Charge Category field in the charge line indicates that it is a pack size charge. However, it will only happen so for an existing customer. 

Window

Sales Quotation

Related Window Descriptions

Sales Quotation
Sales Quotation/Quotation Lines

Procedure

To enter a quotation order line:

1. In the sales quotation header, populate or query for the sales quotation.
2. Click the Quotation Lines tab, and then click New.
3. Either specify the sales part number, service part number, or package part number directly in the Sales Part No field or search for it by using the List of Values. If the part you want to enter belongs to an assortment, you can also look up its number by selecting the line, right-clicking and then clicking Parts by Assortment and Site Cluster. In addition, you can enter the customer's part number in the Customer Part No field if a cross-reference is established between your sales part number and the customer's part number. The description of the part is then displayed in the Description field, including the sales unit, price unit, and possible discounts.
4. Indicate the quantity of requested parts in the Sales Quantity field. You can enter this quantity in the sales unit of measure in the Sales Quantity field. The price per unit and the total price for the order line appears automatically.
   
   Note: If the Input UoM Group check box on the line is selected, then it is possible for you to enter quantities of the sales part in input units and not in the sales unit of measure. You can select an input UoM from the Input UoM list. Enter the parameters either in the Input Qty field or right-click and click Input UoM Parameters and use the Input UoM Parameters window. If a default UoM has been defined for the input UoM group, it will be the default value in the sales quotation line. 
   Optionally, you can choose not to enter any quantities for the quotation line and instead use price breaks for different quantities.  
   
5. You can save the quotation line now if you do not want to add or change any other values. The system then assigns a line and delivery number. The quotation line acquires Planned status.

Optional steps (remember to save your entries):

• In the Desired Qty field, you can enter the quantity of parts that the customer actually wants to buy. This field is used if there is a difference between the quantity of parts that the customer wants to buy and the quantity of parts that is actually entered as sales quantity on the quotation line, e.g., due to a shortage of parts in stock. Enter the desired quantity in sales unit of measure.
• To specify a condition code, use the List of Values in the Condition Code field to select from available condition codes. This feature is only available for lot batch and/or serial tracked parts, and condition code feature must be enabled for the part record on the Part/General tab.
• In the Wanted Delivery Date/Time field, enter the date on which the customer wants delivery of each line. The default date is the delivery date on the header.
• A default supply code is displayed in the Supply Code field. You can change the mode by selecting the desired alternative in the list box.
• If you need a value-added tax report used within the European Community, enter the applicable data in the Delivery Type field.

To cancel a quotation line:

1. Open the desired sales quotation and select the Quotation Lines tab.
2. Mark the quotation line you want to cancel.
3. Right-click, point to Status and then click Cancel Quotation Line.