Enter Reason for Won Quotation

Explanation

This activity is used to record the reason for winning the quotation. When the customer responds to your quotation positively, you will note the sales quotation as won. This can be done by right-clicking and clicking Won Quotation which opens the Quotation Won dialog box. You can open it from either the Sales Quotation window or the Sales Quotations window. In this dialog box, you can enter the reason for winning the quotation.
The status of the sales quotation header will remain in Released status, and all quotation lines without a won/lost reason will receive the same reason for win and will be set to Won status. Note that only released, or possibly revised, lines can be set to Won.

Prerequisites

 The quotation header must have been entered, saved and released before you can set the status to Won.

System Effects

The status of the sales quotation header will remain in Released status and the reason for win is saved with the quotation. All quotation lines without a won/lost reason will receive the same reason for win as the header and will be set to Won status.

If the sales quotation is originated from a business opportunity, then business opportunity line also will be set to Won status and lines will receive the same reason for win.

Window

Sales Quotation
Sales Quotations

Related Window Descriptions

Sales Quotation
Sales Quotations
Quotation Won

Procedure

In the Sales Quotation window:

  1. Use the Populate or the Query function to display the appropriate quotation.
  2. To set the quotation to Won, right-click and click Won Quotation. The Quotation Won dialog box will be displayed.
  3. 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.
  4. Optionally, you may enter a short comment in the Won Note field.
  5. Click OK when completed. The sales quotation lines are set to Won.

In the Sales Quotations window:

  1. Use the Populate or the Query function to display the appropriate quotation.
  2. Select the line with the quotation in question. Right-click and click Won Quotation. The Quotation Won dialog box will be displayed.
  3. 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.
  4. Optionally, you may enter a short comment in the Won Note field.
  5. Click OK when completed. The sales quotation lines are set to Won.