Close Sales Quotation

Explanation

Use this function to close a sales quotation. The function can be used to close an entire sales quotation when you have created a customer order from one or more quotation lines. It can also be used when one or more quotation lines are lost, and you do not intend to follow-up on the remaining quotation lines.

Prerequisites

• The sales quotation must be in Released, or Rejected status.
• One or more quotation lines must have been lost or won.

System Effects

The sales quotation is set to Closed status and no further transactions can be performed.

Window

Sales Quotation

Related Window Descriptions

Sales Quotation

Procedure

1. Use the Populate or Query function to display the appropriate sales quotation.
2. Right-click and click Close Quotation. The Close Quotation dialog box will be displayed.
3. Select Closed status.
4. If the Closed status is Won, enter the reason for winning the quotation, either by clicking List and choosing a reason from the list or by entering the reason ID manually.
5. If the Closed status is Lost, enter the reason for losing the quotation, either by clicking List and choosing a reason from the list or by entering the reason ID manually.
6. Enter the competitor to whom the quotation was lost, either by clicking List and choosing a competitor from the list or by entering the competitor ID manually.
7. Optionally, you may enter a short comment in the Note field.
8. Click OK when completed. The quotation is closed.