When your customer has given you a positive response on one or more lines on your quotation, you can convert these lines into a regular customer order. You can do so by selecting the line or lines, either in the Sales Quotation window or the Sales Quotation Lines window, and using the Create Order from Quotation option. The Create Order from Quotation dialog box for entering some additional order information will be displayed. You must enter order type, reason for winning the quotation, wanted delivery date, whether the sales quotation won reasons/notes should be over ridden, whether the customer order should be created in the Planned or Released status, and quantities for lines with price breaks. This information is mandatory. Optionally, pre-posting can also be specified. This process is also possible for both sales quotation line and rental quotation line.
Any quantity that is entered must be within the range for the price breaks, i.e. it is not possible to enter a quantity for which there is no price specified. In that case, the price breaks must be removed from the line or a new line without price breaks must be created.
If an additional discount has been entered on the quotation header, the discount will be automatically transferred to the customer order.
The sales quotation is now ready to continue in the normal customer order workflow prescribed for the order type.
According to this workflow, a credit inspection is done for the order. First, the system checks whether the customer is credit blocked in the customer record. Then, the value of all outstanding orders, which are reserved but not yet invoiced, is totaled so that they do not exceed the customer's credit limit. If IFS Financials is installed, all outstanding invoices are included as well. If the credit limit is exceeded, the order is credit blocked. It acquires the Blocked status and is stopped in the order flow. The order can, however, be released manually in the Handle Blocked Customer Orders window.
If there are charges on the quotation header, which are transferred to the customer order header, a warning message is displayed when not all quotation lines are transferred to the customer order. The user must control these charges in this specific case.
If any line to be converted consists of a configured
part whose supply code has been set to Invent Order, the system will also
consider the Release for Planning check box and set the corresponding Release
for Material Planning check box as cleared on the customer order line.
Note: - If the customer order is created in Released status, the value for the
Release
for Material Planning check box will be selected.
-
If the customer on sales quotation is Prospect, convert prospect to
Customer before creating a customer order.
The sales quotation line/rental quotation line is converted into a regular customer order, using all available information on the sales quotation header and line. The status of the sales quotation line/rental quotation line is updated to CO Created. If you have chosen to override the won reasons and notes, the new won reasons, notes entered will be updated on the sales quotation line/rental quotation line. The customer order is created with the Planned status. If you have chosen to create the customer order in the Released status, the customer order is then automatically released, resulting in a status that depends on the order type. Note that the status on the sales quotation header is unchanged. If pre-posting has been applied, it is retrieved to the customer order header and its line(s).
The selected quotation lines will generate new customer order lines with the Released status. The status of these quotation lines will be set to CO Created and each line will receive the won reason in the Create Order from Quotation dialog box. When you create the customer order for an already won line and if you choose to override the won reasons and notes, then the sales quotation line will be updated with the new values entered in the Create Order from Quotation dialog box.
Sales Quotation
Sales Quotation Lines
Sales Quotation
Sales Quotation Lines
Create Order from Quotation