Release Quotation

Explanation

Use this activity to activate a planned sales quotation by using Release Quotation in the Operations menu in the Sales Quotation window or the Sales Quotations window. The status on the header is updated from Planned to Released. In contrast to activating a regular customer order, this function freezes the quotation instead of activating it. Once the sales quotation activated, you can print the it and send it to the customer. If the customer then gives you a positive response, you can convert the quotation into a regular customer order.

It should be noted that changing a printed quotation (e.g., changing the additional discount percentage on the header) with the Released status creates a new revision, sets the status to Revised and clears the Printed check box. A revised quotation must be released again.

It is also possible to release single lines in the Sales Quotation/Quotation Lines tab window. When single lines are released, the header status remains unchanged. Specific quotation lines can also be released for planning by selecting the Release For Planning check box on the line.

When you activate the quotation, any needed purchase requisition or shop order requisition will be automatically created.

Prerequisites

• A sales quotation header with one or several quotation lines must have been entered and saved.
• The sales quotation header must be have Planned or possibly Revised status.
• Quantities or price breaks must have been defined for all quotation lines.

System Effects

When you release the sales quotation, the status on the sales quotation header is updated from Planned to Released. All lines, except those in status Lost, Canceled or Won, are also released. This means that the sales quotation is ready to be converted into a regular customer order. The quotation is not included in the availability checks. Furthermore, no order proposal can be created.

If the Release For Planning check box is selected on a quotation line, the line will be included in master scheduling calculations, planning data calculations and supply/demand views.

A new calculation of sales promotions is triggered.

If the quotation has been revised and released again, the status is changed from Revised to Released and the revision number is increased.

Window

Sales Quotation
Sales Quotations

Related Window Descriptions

Sales Quotation
Sales Quotation/Quotation Lines
Sales Quotations

Procedure

To release an entire quotation:

1. Display the quotation that you want to release via the Populate or Query function.
2. Right-click and then click Release Quotation.
3. Click OK in the confirmation dialog box that appears. The status is updated from Planned, or possibly Revised, to Released.

To release single quotation lines:

1. Display the quotation with the lines you want to release via the Populate or Query function.
2. Select the line or lines you want to release.
3. Right-click and then click Status/Release Quotation Line.
4. Click OK in the confirmation dialog box that appears. The status of the line is updated from Planned to Released.

Optional steps (remember to save your entries):

• If you also want to release a quotation line for planning, select the Release For Planning check box on the specific quotation line.