Sales Quotation

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Usage

Use this window to enter, process and view information on the sales quotation. A sales quotation is built in two levels: a quotation header and quotation lines.

For the description of each tab in the window, follow the appropriate link: General, Quotation Lines, Rental Quotation Lines, Charges, Competitors, Quotation Addresses, Delivery Information, Misc Quotation Info, Quotation History, Representatives, Contacts

Activity Diagrams

Enter Sales Quotation
Enter Sales Quotation, CTO
Handle Sales Quotation
Enter and Maintain Warranties
View Order Event History
Queries, Sales

Activities

Enter Quotation Header
Enter General Quotation Info
Enter Quotation Line
Enter Rental Quotation Line
Enter Quotation Competitors
Enter Competitor to Quotation Line

Release Quotation
Print Quotation
E-mail Quotation
Copy Sales Quotation
Enter Reason for Lost Quotation
Enter Reason for Lost Quotation Line
Enter Reason for Won Quotation
Enter Reason for Won Quotation Line
Create Customer Order from Quotation Head

Create Customer Order from Quotation Line
Pick Quotation Lines from Sales Quotation Template
Enter Misc Quotation Info
Enter Contact for Sales Quotation
Enter Complementary Parts
Enter Substitute Sales Part on Quotation Line
Analyze Price per Part and Customer

Run Capability Check
Study Plannable per Part
Enter and Maintain Customer Warranties
Enter Quotation Line Sales Tax
Enter Additional Quotation Discount

Handle Quotation Line Discounts
Calculate Discount
Calculate Sales Promotions
View Calculated Sales Promotions
Calculate/Consolidate Freight
Recalculate Price/Currency for Quotation Line
Manage Contribution Margins - Sales Quotation
Enter Price Breaks for Quotation Lines
Add Sales Charges/Landed Costs

Enter Quotation Charge Sales Tax
Recalculate Cost
Create Configuration
Edit Configuration
Copy Configuration

View Configuration
Create Interim Order
View/Edit Interim Order
Delete Interim Order
Enter Document Text

Enter Note
Add or Modify Delivery Information per Quotation

Change Delivery Information per Sales Quotation Line
Change Delivery Address per Quotation Line
Enter Single Occurrence Address per Sales Quotation
Enter Single Occurrence Address per Sales Quotation Line
Close Quotation
Cancel Quotation
View Quotation History
View Quotation Line History