Enter Reason for Lost Quotation

Explanation

When the customer answers to your quotation and gives you a negative response, you will note the sales quotation as lost. This can be done by choosing Lost Quotation... from the Operations menu, which will open the Quotation Lost dialog box. You can open it from either the Sales Quotation window or the Sales Quotations window. In this dialog box you enter the reason why the quotation was lost and to which competitor it was lost.

The status of the sales quotation header is set to Closed, and all quotation lines without a won/lost reason will receive the same reason for loss and will be set to Lost status. Note that only released, or possibly revised, lines can be set to Lost.

The release of the demand of planning has to be reversed according to the supply code.

Prerequisites

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

System Effects

The status of the sales quotation header is set to Closed and the reason for loss is saved with the quotation. All quotation lines without a won/lost reason will receive the same reason for loss as the header and will be set to Lost status. No further transactions can be performed.

Window

Sales Quotation
Sales Quotations

Related Window Descriptions

Sales Quotation
Sales Quotations
Quotation Lost

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 Lost, Choose Lost Quotation... in the Operations menu. The Quotation Lost dialog box will be displayed.
3. Enter the competitor to whom the quotation was lost , either by clicking the List button and choosing a competitor from the list or by entering the competitor ID manually.
4. Enter the reason for losing the quotation, either by clicking the List button and choosing a reason from the list or by entering the reason ID manually.
5. Optionally, you may enter a short comment in the Lost Note field.
6. Click OK when completed. The sales quotation is set to Lost.

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. Choose Lost Quotation... in the Operations menu. The Quotation Lost dialog box will be displayed.
3. Enter the competitor to whom the quotation was lost, either by clicking the List button and choosing a competitor from the list or by entering the competitor ID manually.
4. Enter the reason for losing the quotation, either by clicking the List button and choosing a reason from the list or by entering the reason ID manually.
5. Optionally, you may enter a short comment in the Lost Note field.
6. Click OK when completed. The sales quotation is set to Lost.