Professional Documents
Culture Documents
Sales Quotations
Like the customer order, the sales quotation is built in two levels, an order header
and one or several quotation lines. The first step in a new entry is to enter the sales
quotation header. When the header has been entered with valid data and saved, it assumes
planned status. The second step in a new entry is to enter the line(s). When a quotation line
is entered, it also assumes planned status. The status of the order header does not change; it
is still planned. The customer type and customer in the quotation header can only be
When you enter a sales quotation for a prospective customer, it is possible to enter
only basic customer information. This prospect will later be entered as a real customer if
the quotation, or any of its lines, is accepted and converted into a customer order. At the
later stage when the customer order is created, the new customer and additional
On the quotation lines you specify the parts and quantities that the customer wants
to order. You can also specify the desired date of delivery, planned date of delivery, prices
or price breaks, discounts, and some other information for each quotation line. You can
choose not to enter any quantity and instead use price breaks, i.e. different prices for
different quantities. By right-clicking the quotation line, you can open the Price Breaks
dialog box and enter the price breaks (price breaks are not possible for package parts).
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You can activate a planned sales quotation by releasing it. The status on the header
this function freezes the quotation instead of activating it. Once the sales quotation is
released, you can print it and send it to the customer. However, a printout of the sales
quotation can be ordered from any status. The printout will be marked as Preliminary if the
quotation header or any of its lines have not been released. If the quotation header has
released status when the printout is performed, the printed flag on the quotation will be
Note that changing a quotation with Released status changes the revision number
and sets the status to Revised when the quotation already has been printed and the printed
flag on the quotation will be cleared. A revised quotation must be released again. It is also
possible to release single lines. When single lines are released, the status of the header is
unchanged. Every time the quotation is changed and a new revision is created, the changed
data will be stored in the database and shown in the history tab and in the quotation line
history.
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New entries and changes to the following data will generate a new revision number
Header:
Coordinator
Expiration Date
Delivery Terms
Ship Via
Payment Terms
Salesman
Delivery Address
Line:
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Charges
Quotation Line
Quantities
Prices
Supply Code
Delivery Terms
Ship Via
Discounts
Price-breaks
Delivery Address
When your customer has given you a positive response on your quotation, you
must convert the quotation into a regular customer order. Some additional order
information needs to be entered, such as order type, reason for winning the quotation,
wanted delivery date, whether the customer order should be created in Planned or Released
status, and quantities for lines with price breaks. The status of the quotation is set to
Closed, and the reason for winning will be stored on the quotation. The resulting order is
then ready to continue in the normal customer order workflow prescribed for the order
type.
When the customer answers to your quotation and gives you a negative response,
you will note the sales quotation as lost. You must enter the reason why the quotation was
rejected and, optionally, to which competitor it was lost. The status of the sales quotation
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header is set to Closed, and all quotation lines without a won/lost reason will receive the
same reason for loss and set to Lost. It is also possible to set separate quotation lines to
Lost. In this case, the status of the quotation header is unchanged. Note that only released,
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2. Sales Quotation Line
Explanation
Like the customer order, the sales quotation is built in two levels: a quotation
header and one or more quotation lines. The second step in a new entry is to enter the
quotation line(s).
The Quotation Lines tab is used to specify the parts and quantities that the
customer wants to order. You can also specify the desired date of delivery, planned date of
delivery, condition codes, prices or price breaks, discounts, and some other information for
each quotation line. You can choose not to enter any quantity and use price breaks for
different quantities instead. By right-clicking the quotation line, you can open the Price
When a new quotation line is created, the system checks to determine whether the
specified sales part has been superseded by another part. If a replacement part has been
defined with a date of replacement earlier than or equal to the date the line is created, the
part on the line is automatically replaced with the replacement part. An information
message is displayed and the sales part number of the originally requested part is stored in
the Original Sales Part No field on the quotation line. If the sales part has a substitute
part, you are able to see this and also choose a part by right-clicking the quotation line and
open the Substitute Sales Part dialog box. When a quotation line is entered, it acquires
Planned status. The status of the sales quotation header does not change; it is still
Planned.
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Prerequisites
The sales quotation header must have been entered and saved.
The sales part, service part, or package part must have been entered and saved.
If you are specifying a condition code, the part must have condition code feature
Supply chain parameters should be defined for the supply chain relation. For
external customers, this can be done in the Site to Customer Supply Chain
Parameters window, and for internal customers this can be done in the Site to Site
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Supply Chain Parameters window. If you use the supply code Purchase Order
Direct, the supply chain parameters can be defined in the Supplier to Customer
Supply Chain Parameters window for external customers, and in the Supplier to
To set the value in the Supply Code field to Production Schedule, the inventory
sales part must have been associated with at least one production line, at a site with
Replacement parts are entered in the Sales Part/Misc Part Info, Non-Inventory
Sales Part/Misc Part Info or Package Part/Misc Part Info tab windows,
For warranties:
For the quotation line to inherit customer warranty data, the warranty data must
Substitute sales parts must be connected to the appropriate sales parts in the
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2.1 System Effects
As a result of this entry, a sales quotation line is entered. The quotation line
receives status Planned. The supply code determines the retrieving rules for the
supply chain parameters. If a replacement part has been defined with a date of
replacement earlier than or equal to the date the quotation line is created, the part
on the line is automatically replaced with the replacement part and the sales part
number of the originally requested part is stored in the Original Sales Part No
If you have chosen substitute parts, the original quotation line is removed and new
lines for the replacement parts are created. The sales part number of the originally
When the quotation line is created, it inherits any default customer warranty
1. In the sales quotation header, populate or query for the sales quotation.
3. Either specify the sales part number, service part number, or package part number
directly in the Sales Part No field or search for it by using the List of Values. If the
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part you want to enter belongs to an assortment, you can also look up its number by
Assortment and Site Cluster. In addition, you can enter the customer's part
your sales part number and the customer's part number. The description of the part
is then displayed in the Description field, including the sales unit, price unit, and
possible discounts.
4. Indicate the quantity of requested parts in the Sales Quantity field. The system
displays price per unit and the total price for the quotation line. Optionally, you can
choose not to enter any quantities for the quotation line and instead use price breaks
5. You can save the quotation line now if you do not want to add or change any other
values. The system then assigns a line and delivery number. The quotation line
In the Desired Qty field, you can enter the quantity of parts that the customer
actually wants to buy. This field is used if there is a difference between the quantity
of parts that the customer wants to buy and the quantity of parts that is actually
entered as sales quantity on the quotation line, e.g., due to a shortage of parts in
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To specify a condition code, use the List of Values in the Condition Code field to
select from available condition codes. This feature is only available for lot batch
and/or serial tracked parts, and condition code feature must be enabled for the part
In the Wanted Delivery Date/Time field, enter the date on which the customer
wants delivery of each line. The default date is the delivery date on the header.
A default supply code is displayed in the Supply Code field. You can change the
If you need a value-added tax report used within the European Community, enter
1. Open the desired sales quotation and select the Quotation Lines tab.
2.2 Pricing
maintaining and updating of prices and price lists. Price lists are built from sales part base
prices. This means that you must maintain the sales part base prices. When a base price is
changed, it is possible to update all price lists containing this base price at the same time.
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Sales Part Base Price
The sales part base price is used as a base when calculating prices for different
quantity intervals in a price list. It should not be mistaken for being the price entered on
sales part. This price is used only for the update of part based price lists. The base prices
can be linked to IFS/Costing or entered manually. This means that, from the standard price,
it is possible to add contribution margin and other user defined variables to calculate the
sales part base price. The site has to be defined for every sales part base price, since the
costing information for one sales part can exist for many different sites.
Price lists are created for different sales price groups. A sales price group is used to
group a number of sales parts with the same characteristics regarding pricing. It is possible
to define more than one price lists for a sales price group. When defining what price list to
use for a specific customer, it will only be possible to define one price list per price group.
A sales price group is entered for every sales part. In case the combination of sales part
number and sales price group is the same for different sites the price unit of measure must
also be the same. This is to avoid sales parts with the same price group having different
price unit of measure for different sites when the it is used on a price list that is valid for
several sites. There are two types of sales price groups: part-based price groups and unit-
based price groups. The different types of sales price groups are used to create part-based
Price List
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A price list belongs to a price group. This means that there are two types of price
lists: unit-based sales price lists and part-based sales price lists depending on the price
group type. Part-based sales price lists are based on sales part base prices. You can enter
different quantity intervals for a sales part with different prices by using sales part base
prices and different offsets for those intervals. The price list must not be in the same
currency as the entered base prices. The price is automatically calculated to the right
currency.
A unit-based price list is used for sales parts that are sold in a special unit. No sales
part numbers are specified on a unit-based sales price list. Prices are entered for different
unit intervals. Unit-based price lists can, for example, be used for paint that has different
sales part numbers for different colors, but all have the same price. If you use order date
when you retrieve prices from price lists, these may be out of date today. They may,
however, still be valid for the specific order. You should therefore change price lists,
A price list is searched when creating a sales quotation or customer order line based
on the sales part entered on the line. The sales part is always connected to a sales price
group, and a sales price list is always defined per sales price group and currency valid for
the price list. When connecting a price list to a customer, either in the
Customer/Order/Pricelist per Price Group tab or in the Customer Price Group window, it
is possible to select whether the connected price list is considered as preferred. It is also
possible to connect several price lists in different currencies to the same customer. If a
price list is preferred, it means that it can and will be used regardless whether there is a
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match between the quotation, order currency and the price list currency. When the
quotation or order is searching for a valid price list, it follows a certain priority order.
1. Search the Customer/Order/Pricelist per Price Group tab for a connected price list
2. Search the Customer/Order/Pricelist per Price Group tab for a connected preferred
3. Search the Customer Price Group window for a connected price list in a currency
4. Search the Customer Price Group window for a connected preferred price list in a
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3. Customer Price Group
A customer price group is used to group a number of customers with the same
combinations of sales price groups and sales price lists. A customer can be connected to a
customer price group and through this also to different sales price lists. Those price lists
can then be used on a customer order line to select the price that will be used.
Agreements
customer orders. This information can be general such as validity period and delivery
terms. It can also be detailed about price and discount per part or discount per sales group.
If you use order date when you retrieve prices from agreements, these may be out of date
today. They may, however, still be valid for the specific order. You should therefore
change agreements, current as well as old ones, only with great care. When multiple valid
agreements exist for the same customer, site and currency, the system will per default
retrieve the agreement with the lowest ID to the customer order, and display this in the
automatically retrieved to the customer order header. Explicit use is primarily used to
manually select which agreement that should be used when creating customer order lines
Customer Hierarchy
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A customer hierarchy is a graphical method of grouping companies belonging to
the same group in a tree structure, which can be reviewed. The parent company will be on
the top level with all affiliated companies beneath in the required number of levels. The
hierarchies will then be used when searching for valid agreements or price lists. You can
connect an agreement or a price list to one customer, allowing all affiliated companies on
lower levels in the same branch of the hierarchy to benefit from that agreement or price
list. Any price or discount information can be retrieved from the customer hierarchy if that
information is lacking in the customer entry itself. The retrieval will follow the priority
order below.
single branch of the hierarchy until it either finds a price or reaches the top level. You
cannot limit the search to certain parts of the hierarchy. You can override the sales price
that is found by entering a sales price or a price list directly on the order line. A manually
entered sales price on a customer order line always has the highest priority.
The price on customer order line is selected depending on the data entered. If the
customer is included in a customer hierarchy the system will search for a valid sales price
2. Price per part from Agreement in Customer Hierarchy (level per level upwards).
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4. Price from Price List per Sales Price Group in Customer Hierarchy (level per level
upwards).
5. Price from Price List per Sales Price Group on Customer Price Group.
If a customer agreement exists in the customer order header, this agreement ID will be
the first agreement used to check when retrieving the price. If the price cannot be found on
this agreement, or if no agreement ID exists in the customer order header, the system will
The parameters considered when searching for the price and retrieving the price list
are:
Sales Part, Site, Customer Number ID, Currency Code and Price Effective Date. The
quantity is not used as a parameter which means that a price list will be retrieved but the
price may not be found in the price list. Instead it will be picked from the sales part. The
quantity is only considered when fetching the price within the found price list. You can
directly upon entering the sales part view the price list. You are able to view and select all
other price lists in the List Of Values where the sales part is entered.
If the part entered on the customer order line is condition code handled, i.e., the
Condition Code check box in the Part Catalog/General window is selected, an exception
is made from this priority. Before searching the priority list above, the system will look for
a price entered in the Sales Part/Condition Code Pricing tab. If a price is found for the
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specific condition code, it is fetched to the order line. If no price is found, the search is
If the price on the customer order line has been manually changed and is different from
The discount on customer order line is selected depending on the data entered. It is
possible to apply either a single discount or multiple discounts and this is decided in the
site entry. If single discount has been chosen only one discount will be applied. On the
other hand, if multiple discounts has been selected a discount both from the price priority
ladder (above) and from the discount priority ladder (2, below) can be combined. A
(1) If a discount is connected to the price and Single Discount has been chosen this
discount will be retrieved. The system will not search for any further discounts.
(2) If a discount is connected to the price and Multiple Discounts has been chosen this
discount will be retrieved, i.e. if the price on the order line is retrieved from an Agreement
or a Price List the discount connected to that price will always be used. Since the discount
is copied directly from the price source the system does not actually search for this
discount; it is rather a reflection of the price search. In addition to this discount the system
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1. Discount per Part without price from Agreement per Customer.
2. Discount per Part without price from Agreement in Customer Hierarchy (level per
level upwards).
4. Discount per Sales Group from Agreement in Customer Hierarchy (level per level
upwards).
(3) If no discount is connected to the price the system will search for discounts in the same
If a customer agreement exists in the customer order header, this agreement ID will be the
first agreement used to check when retrieving the discount. If a discount cannot be found
on this agreement, or if no agreement ID exists in the customer order header, the system
It is possible to override all the above values by entering a discount directly on the order
line.
Prices and discounts are retrieved to the work orders through the use of existing
pricing rules found in IFS/Customer Order. Once retrieved, the prices and/or discounts can
be modified for the specific work order before generating the customer order. When the
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customer order is generated, the specific price is explicitly sent from the work order to the
customer order, hence price handling is not done from IFS/Customer Order during
generation, rather the price from the work order will be displayed on the customer order.
Additionally when generating a customer order from a work order that is based on a Fixed
Price contract, we explicitly send the price 0 (zero) from the work order to the customer
order.
Explanation
The purpose of entering the competitors on the sales quotation is to have defaults
for the sales quotation lines. The competitors are entered in the Sales
Quotation/Competitors tab window. When quotation lines are entered after this, they will
get the competitor lines copied to them. It is possible to change the competitors on
Prerequisites
Competitors must have been entered in the Basic Data for Sales
The sales quotation header must have been entered and saved.
System Effects
As a result of this entry, a competitor competing sales quotation is saved as a default for
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Procedure
2. Enter the ID for the competitor in the Competitor ID column, manually or by using
the List of Values. The competitor's name is automatically filled in by the system.
3. Enter the ID for the competitive reason in the Compete ID column, manually or by
using the List of Values. The description of the competitive reason is automatically
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Enter General Quotation Information
Explanation
In this tab window, you can view and enter general information associated with a
quotation. The information you enter here includes the following: a probability percentage,
i.e., the likelihood of winning the current quotation (expressed as a percentage and set to
100% as default); a Language Code, i.e., the language that will be used on the printouts;
the Request Received Date, which is the date on which the quotation was requested by the
customer; the Answering Date, which is the date on which the customer is expected to give
an answer; the Expiration Date, which is the date on which the current quotation will
expire; the Price Effectivity Date, which is the date that ensures that a valid price list is
used; and the Follow-Up Date, which is the date for following up on the current quotation.
Date Entered and Quotation Date, i.e. the date on which the quotation is printed
after being released, is automatically entered by the system. When the quotation has been
closed, the Closed status and the entered Lose Win Note are displayed in this tab. If the
quotation was lost, the Lost To and Reason ID fields will show to which competitor it was
Prerequisites
The sales quotation header must have been entered and saved.
System Effects
Procedure
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1. Populate or query for the quotation in question. Then select the Sales
Quotation/General tab.
Explanation
The sales quotation function is a pre-step to a customer order. It allows you to enter
and handle requests from existing and prospective customers. Like the customer order, the
sales quotation is built in two levels: an order header and one or several quotation lines.
The first step in a new entry is to enter the sales quotation header. The quotation number is
automatically assigned by the system when saving the header. However, you can manually
enter a quotation number before saving the header. The system uses your coordinator
group ID and the quotation number introduction specified in the Basic Data for Inventory
and Distribution/Coordinator Groups tab to produce the quotation number. When the
header has been entered with valid data and saved, it assumes Planned status.
When you enter a sales quotation for a prospective customer, it is possible to enter
only basic customer information. This prospect will later be entered as a real customer if
the quotation, or any of its lines, is won and converted into a customer order. At the later
stage when the customer order is created, the new customer and additional information are
entered in the Quick Customer Registration dialog box. The customer type and customer
in the quotation header can only be changed as long as no lines are entered.
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You can view, define, and update delivery information for the sales quotation header in the
Prerequisites
The user should be connected to a coordinator on the Users tab, of the Basic Data
prospective customer.
The supply chain parameters should be defined for the supply chain relation. For
external customers, this can be done in the Site to Customer Supply Chain
Parameters window, and for internal customers this can be done in the Site to Site
System Effects
A sales quotation header is created. When the sales quotation header is saved, the
quotation number appears automatically (if not entered manually). The sales
When you enter a sales quotation header, the default site and coordinator (if
defined), are retrieved from your user. When you have an existing customer, the
customer name, language code, currency, delivery address, document address, etc.,
are retrieved from the customer record. Delivery information is primarily retrieved
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from any customer agreement, secondarily from the supply chain relations, and
It is possible to cancel a quotation order header as soon as it has been entered. Any
If the customer is Jinsui enabled, the Jinsui Invoice check box on the Sales
Procedure
1. Select New.
2. Indicate the customer type in the Customer Type list box, in this case Normal.
3. Either enter the short name/number of the customer or indicate the customer by
4. If the coordinator for this sales quotation is connected to your user, the coordinator
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Change the currency code retrieved from the customer record.
Note: If you want to create Jinsui Invoices for a Jinsui-enabled customer, the
Change the site, assuming that you are registered at several sites on the Sites tab of
To enter a quotation header for a prospective customer who is not yet registered:
1. Select New.
2. Indicate the customer type in the Customer Type list box, in this case Prospect.
3. Enter the prospect customer's name in the Customer Name field. Optionally, you
can enter address information for the prospect in the Sales Quotation/Customer
4. Enter the currency code for the currency the customer is using, or indicate it by
5. If the coordinator for this sales quotation is connected to your user, the coordinator
6. Enter a language code in the General tab, either by entering the short code or by
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Enter a quotation number.
Change the site, assuming that you are registered at several sites on the Sites tab of
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 Overview - Sales Quotation
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 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
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When you activate the quotation, any needed purchase requisition or shop order requisition
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. If the quotation has been revised and released
again, the status is changed from Revised to Released and the revision number is
increased.
Procedure
1. Display the quotation that you want to release via the Populate or Query function.
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2. Choose Release Quotation in the Operations menu.
3. Click OK in the confirmation dialog box that is displayed. The status is updated
1. Display the quotation with the lines you want to release via the Populate or Query
function.
4. Click OK in the confirmation dialog box that is displayed. The status of the line is
If you also want to release a quotation line for planning, select the Release For
Print Quotation
Explanation
A printout of the sales quotation can be ordered from any status. The printout will be
marked as Preliminary if the quotation header or any of its lines have not been released. If
the quotation header has Released status when the printout is performed, the Printed check
box will be selected and the quotation date will be stored. It should be noted that changing
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a printed quotation (e.g., changing the additional discount percentage on the header) with
Released status creates a new revision, sets the status to Revised and clears the Printed
check box. In the Sales Quotation window or in the Overview - Sales Quotation window,
select the Print Quotation… function in the Operations menu when you want to print out a
quotation report. The quotation report can then be sent to the customer. You can
subsequently convert the quotation into a general customer order if the customer approves
the quotation.
Prerequisites
The sales quotation header must have been entered and saved.
System Effects
A quotation report is printed out. The printout will be marked as Preliminary if the
quotation or any of its lines are not in status Released. If the quotation has Released status,
the print flag is set, the Printed check box is selected and the quotation date (system date)
is stored.
Procedure
2. Choose the Print Quotation… function in the Operations menu. The Report Print
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E-mail Quotation
Explanation
Document Format (PDF) file. The file will be marked as Preliminary if the quotation
header or any of its lines have not been released. If the quotation header is in Released
status when the e-mail is sent, the Printed check box will be selected and the quotation
It should be noted that changing a printed quotation, i.e., changing the additional discount
percentage on the header, with Released status creates a new revision, sets the status to
Prerequisites
set to E-mail and the receiver's e-mail address must be specified under the Value
for the respective customer name. The same customer name should be given as the
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The sales quotation should be in Planned, Released or Closed status.
System Effects
The sales quotation(s) are e-mailed to the respective customer(s), using IFS/Connect and
Procedure
1. Open the Sales Quotation or the Overview - Sales Quotation window, and query
for the required sales quotation. You can select multiple quotation lines for multiple
2. Right-click the header and click E-mail Quotation and the E-mail Sales Quotation
Note: When e-mailing multiple customers using the Overview - Sales Quotations window,
if at least one is a prospective customer the e-mailing option will not be enabled.
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 Lost Quotation dialog box. You can open
it from either the Sales Quotation window or the Overview - Sales Quotation window. In
this dialog box you enter the reason why the quotation was lost and to which competitor it
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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
Prerequisites
The quotation header must have been entered, saved and released before you can
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.
Procedure
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
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.
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4. Enter the reason for losing the quotation, either by clicking the List button and
5. Optionally, you may enter a short comment in the Lost Note field.
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
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
5. Optionally, you may enter a short comment in the Lost Note field.
Explanation
When the customer answers to your quotation and gives you a negative response on
one or several lines, you will note these quotation lines as lost. This can be done by
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selecting the respective line or lines and choosing Lost Quotation... from the Operations
menu, which will open the Lost Quotation dialog box. You can open it from either the
Sales Quotation/Quotation Lines tab window or the Overview - Sales Quotation Line
window. In this dialog box you enter the reason why the quotation line was lost and to
The status of the sales quotation line is set to Lost. Note that only released, or possibly
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
System Effects
The status of the sales quotation line is set to Lost and will receive the information for loss.
There is no change of the status on the quotation header. No further transactions can be
1. Use the Populate or the Query function to display the appropriate quotation.
2. Select the Quotation Lines tab and select the line or lines you want to set to Lost.
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3. Choose Lost Quotation Line... in the Operations menu. The Lost Quotation dialog
box will be displayed with the Quotation No, Line No and Del No automatically
4. Enter the competitor to whom the quotation line was lost, either by clicking the List
button and choosing a competitor from the list or by entering the competitor ID
manually.
5. Enter the reason for losing the quotation line, either by clicking the List button and
6. Optionally, you may enter a short comment in the Lost Note field.
1. Use the Populate or the Query function to display the appropriate quotation.
2. Select the quotation line or lines in question. Choose Quotation Lost... in the
Operations menu. The Lost Quotation dialog box will be displayed with the
Quotation No, Line No, and Del No automatically entered by the system.
3. Enter the competitor to whom the quotation line 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 line, either by clicking the List button and
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4. Create Order from Quotation
Explanation
When your customer has given you a positive response on your quotation, you
must convert the quotation into a regular customer order. You can do so by using Create
Order from Quotation... in the Operations menu, either in the Sales Quotation window or
the Overview - Sales Quotation window. 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 customer order should
be created in Planned or Released status, and quantities for lines with price breaks. This
information is mandatory.
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.
customer. The Create Customer wizard is automatically opened with the existing customer
data pre-entered by the system, and you will have to enter the additional information
needed to complete creating the customer. The prospect information on the quotation is
then replaced by the information for the newly created customer. 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
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According to this workflow, a credit inspection is performed 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 status Blocked and is stopped in the order flow. The order can, however, be
released manually in the Release Credit 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.
Prerequisites
The sales quotation must have been released, i.e., have Released status.
System Effects
The sales quotation is converted into a regular customer order, using all available
information on the sales quotation header. The status of the sales quotation is updated to
Closed. The customer order is created with Planned status. If you have chosen to create the
customer order in Released status, the customer order is then automatically released,
resulting in a status that depends on the order type.All quotation lines, except those with
Lost or Closed status, will generate new customer order lines with Released status. The
status of these quotation lines will be set to Won and each line will receive the same won
reason as on the quotation header. A reference to the originating quotation line will be
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stored on the customer order line and the corresponding customer order line will be stored
Procedure
1. Display the sales quotation via the Populate or Query function, either in the Sales
2. Choose Create Order from Quotation... in the Operations menu. The Create Order
3. Enter Order Type, Wanted Delivery Date, Reason ID for winning the quotation, a
short win note, and whether the customer order should be created in Planned or
Released status. Click the List... to use the List of Values to find order types and
4. If price breaks were entered on the quotation, you must enter the quantities in the
5. Confirm by clicking OK. Reload the sales quotation and the status is updated to
Closed.
1. Display the sales quotation via the Populate or Query function, either in the Sales
2. Choose Create Order from Quotation... in the Operations menu. The Create Order
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3. Enter Order Type, Wanted Delivery Date, Reason ID for winning the quotation, a
short win note, and whether the customer order should be created in Planned or
Released status. Click the List... to use the List of Values to find order types and
4. If price breaks were entered on the quotation, you must enter the quantities in the
6. The Create Customer wizard is then automatically opened. Follow the instructions
7. Click Finish to exit the Create Customer wizard. The Quick Registered Customer
Explanation
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 Overview - Sales
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Quotation Line window, and choosing Create Order from Quotation... in the Operations
menu. 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 customer order should be created in Planned
or Released status, and quantities for lines with price breaks. This information is
mandatory.
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.
actual customer. The Create Customer wizard is automatically opened with the existing
customer data pre-entered by the system, and you will have to enter the additional
information needed to complete creating the customer. The prospect information on the
quotation is then replaced by the information for the newly created customer. 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 status
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Blocked and is stopped in the order flow. The order can, however, be released manually in
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.
Prerequisites
The sales quotation must have been released, i.e., have Released status.
System Effects
The sales 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 is
updated to Won and the won reason entered on the sales quotation. The customer order is
created with Planned. If you have chosen to create the customer order in 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.
The selected quotation lines will generate new customer order lines with Released status.
The status of these quotation lines will be set to Won and each line will receive the won
Procedure
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1. Display the sales quotation via the Populate or Query function, either in the Sales
Quotation window or the Overview - Sales Quotation Line window, and select the
2. Choose Create Order from Quotation... in the Operations menu. The Create Order
3. Enter Order Type, Wanted Delivery Date, Reason ID for winning the quotation, a
short win note, and whether the customer order should be created in Planned or
Released status. Click the List... to use the List of Values to find order types and
4. If price breaks were entered on the quotation, you must enter the quantities in the
5. Confirm by clicking OK. Reload the sales quotation and the status for the selected
1. Display the sales quotation via the Populate or Query function, either in the Sales
Quotation window or the Overview - Sales Quotation Line window, and select the
2. Choose Create Order from Quotation... in the Operations menu. The Create Order
3. Enter Order Type, Wanted Delivery Date, Reason ID for winning the quotation, a
short win note, and whether the customer order should be created in Planned or
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Released status. Click the List... to use the List of Values to find order types and
4. If price breaks were entered on the quotation, you must enter the quantities in the
6. The Create Customer wizard is then automatically opened. Some info may be pre-
7. Click Finish to exit the Create Customer wizard. The Quick Registered Customer
8. Reload the sales quotation and the status for the selected lines is updated to Won.
Explanation
When quotation lines are added on a sales quotation, you can use a sales quotation
template. There are seven different ways to use templates in the system. The user can
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From the customer's orders during a period
Prerequisites
A customer order template must have been created in the Customer Order
Template window.
System Effects
Quotation lines are selected from the template and are added to the sales quotation.
Procedure
2. Choose Sales Quotation Template... in the operations menu. The Sales Quotation
3. In the Method group box, choose the appropriate way to select quotation lines. If
4. Select the lines by using the Populate button. Now it is possible to adjust the
quantities.
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5. Click OK; the quotation lines are added to the sales quotation.
Explanation
In this tab window, you can enter miscellaneous information associated with a
quotation. All information you enter here is optional and includes the following: an
External ID, if there is any external reference to the quotation; an Agreement ID, if any
customer agreement exists; Region, District and Market to enter regional information; and
a Quotation Note, where you can enter notes and comments for future reference.
Prerequisites
The sales quotation header must have been entered and saved.
System Effects
Procedure
1. Populate or query for the quotation in question. Then select the Misc Quotation
Info tab.
3. Save.
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4.2 Enter Complementary Part
Explanation
The purpose of complementary parts is to help increase sales when receiving you
the part on the order line. When a customer order line or a sales quotation line for a parent
part is saved, a window will automatically appear with the parts to offer. The quantity
(default zero), sales part ID, and description are displayed. You can then update the
quantity to the desired quantity and click OK to create the additional order lines. To turn
the complementary parts functionality on and off, in the Customer Order/Order Lines tab
(or Quotation/Quotation Lines tab), right-click, then click Properties. Click the Customer
Order tab (or Sales Quotation tab), then select or clear the Complementary Parts check
box.
Prerequisites
Basic data must be entered for the parent parts and the parts to be suggested when
Data which can be reach via the Operations menu from the sales part windows or
System Effects
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Additional line(s) for the complementary part(s) will be automatically added to the
Procedure
2. Enter the customer ID in the Customer field, either manually or by selecting it from
the List of Values. Enter values in the other fields in the header, if needed.
4. In the Order Lines or Quotation Lines tab, enter a customer order line or a
5. Save the record. The Complimentary Parts window will open automatically, listing
the available complimentary parts. The sales quotation or customer order will not
6. Enter the sales quantity for the complementary part you want to add to your
7. Click OK.
8. The Complimentary Parts window will close, and an order or quotation line will be
created for the quantity you indicated. The customer order or sales quotation will
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Enter Substitute Sales Part on Quotation Line
Explanation
If you enter a quotation line with a part that is not available, you may want to use a
substitute part to replace it with or to fill up to the desired sales quantity. By right-clicking
the quotation line, you can open the Substitute Sales Part dialog box and choose a
substitute part. For a released quotation line, you must first cancel the line and then enter
new lines with the original and substitute sales parts. You must then release the sales
quotation again. A message indicating that the desired quantity is not available is displayed
when converting the sales quotation into a customer order with an order type with priority
reservations.
Prerequisites
The sales quotation header must have been entered and saved.
The sales part, service part, or package part must have been entered and saved.
To display the information message about the desired quantity not being available,
an order type with priority reservations must have been selected when converting
Substitute sales parts must be connected to the appropriate sales parts in the
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System Effects
If you have chosen substitute parts, the original quotation line is removed and new
quotation lines for the replacement parts are created. The sales part number of the
originally requested part is stored in the Original Part No column on the new quotation
line. If you decide to enter the available quantity or some of the originally ordered sales
part and some of the substitute sales part, two quotation lines are created.
Procedure
1. Right-click the quotation line and choose Substitute Sales Part... from the menu to
open the Substitute Sales Part dialog box. The upper part of the dialog
Information for all substitute parts connected to the selected part is automatically
2. Enter the quantity for the desired replacement part(s) in the Sales Qty column in the
lower part of the Substitute Sales Part window. You can choose to order the
available quantity or some of the original sales part and some of the substitute part.
3. Adjust the price on the substitute sales part if you want to give the same price as the
original part.
4. Click OK. The original quotation line is removed and new quotation lines for the
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4.3 Run Capability Check
Explanation
Use this activity to run a capability check for customer orders or sales quotations. A
capability check is an advanced order promising engine which will calculate possible
delivery dates. It considers available capacity as well as available material for multi-
Optionally interim orders can be saved to hold material as well as capacity, to increase
the chances of fulfilling the delivery date as planned. When running a capability check,
certain criteria apply. For further information on the specific criteria, refer to About
Capability Check.
Prerequisites
The customer order should not have been released and the sales quotation should
It is recommended to have the Availability Check disabled and the DOP Netting
System Effects
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A message will appear stating the effects of running the capability check.
If the entire sales stock is available a capability check will not take place and a
message asking you to change the supply code to Inventory Order, will appear.
The capability check is a rather complex calculation and it can be a time consuming
activity to run. When the capability check is running you cannot work with the
application; you will have to wait until you receive a message from the capability
check.
Procedure
1. Open one of the two above mentioned windows and query for the desired customer
order/sales quotation.
2. Select the order/quotation line that you want to run the capability check for, right-
click, point to Capability Check and then click Run Capability Check.
3. On the dialog box that opens up, select the reserve and allocation options from the
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4. Repeat step 2 and 3 for each line that you wish to calculate.
1. Open the Source Order Lines Manually window and query for the desired order.
2. Select the desired line, right-click and click Run Capability Check.
View Configuration
Explanation
Use this activity when you want to view the details for a configured part. It is not
characteristics and options that is used in conjunction with a base part. The
Prerequisites
System Effects
No system effects.
Procedure
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2. Select Configuration/View or View Configuration from the Operations menu, or
Click View Conf., depending on the window. View Configuration window will
open.
3. Review the information you are interested in regarding the configured part.
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5. Interim Order
Explanation
Use this activity when you want to create an interim order from a customer order.
The interim order can then be used to view or review the manufacturing structure, roll
up item costs (potentially for use in cost plus pricing), and manually edit the structure.
If the customer order line or sales quotation line is canceled, the interim order is
removed. In an order itself, interim orders can also be used to test the bill of material
Prerequisites
When creating the interim order from a sales quotation or customer order, the sales
part must have been configured, i.e., a configuration ID must have been connected to
the part. When creating the interim order from a customer order, the customer order
System Effects
As a result of this activity, an interim order is created and the information can be
viewed and reviewed. The number of the interim order is retrieved to the line from
which the interim order was created, and the cost for the part is transferred to the line.
Procedure
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1. Open the Customer Order Window.
2. Click the Order Lines tab, if your are want to create the interim order from a
customer order.
3. If the configured base part is in a package structure, right-click and then select
Package Structure.
4. Select the line of the desired part, right-click and then select
Configuration/Interim Order/Create.
2. Click the Quotation Lines tab, depending on whether you want to create the
3. If the configured base part is in a package structure, right-click and then select
Package Structure.
4. Select the line of the desired part, right-click and then select
Configuration/Interim Order/Create.
Explanation
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The history functionality of the Sales Quotation shows all changes made to the
quotation. The Sales Quotation/Quotation History tab window shows who did what,
when and in which revision. Important changes generate detailed lines that show the
attribute that was changed as well as its old and new values. You cannot change any
Prerequisites
System Effects
Procedure
1. Display the quotation that you want to view via the Populate or Query function.
Explanation
The quotation line history functionality of the Sales Quotation shows all changes
made to the quotation line. The Quotation Line History window shows who did what,
when and in which revision. Important changes generate detailed lines that show the
attribute that was changed as well as its old and new values. You cannot change any
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Prerequisites
A quotation line must have been entered and saved on a sales quotation.
System Effects
Procedure
1. Display the quotation that you want to view via the Populate or Query function.
3. Right-click the quotation line in question and choose Quotation Line History... in
the menu that appears. The Quotation Line History window will be displayed.
Cancel Quotation
Explanation
You can cancel an entire quotation by using Cancel Quotation in the Operations
menu in the Sales Quotation or Overview - Sales Quotation windows. This activity
can be performed from any status except Closed or status Released where an order has
been created from at least one quotation line. If you only want to cancel a quotation
line, in the tab Sales Quotation/Quotation Lines right-click the appropriate line, point
to Status and select Cancel Quotation Line. You can also cancel a line by right-
clicking it and/or choosing Cancel Line in the Operations menu in the Overview -
Sales Quotation Line window. When a quotation line or entire quotation has been
canceled, its status changes to Canceled, and no further transactions can be performed.
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Prerequisites
An order must not have been created for any of the quotation lines.
An order must not have been created for the particular quotation line.
System Effects
The status for the quotation or quotation line is updated to Canceled and no further
Procedure
1. Use the Populate or Query function to display the appropriate quotation in the Sales
in the right mouse button menu in the upper part of the Sales Quotation window.
1. Use the Populate or Query function to display the appropriate quotation in the Sales
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2. Select the quotation line in question. Select Cancel Line in the Operations menu in
Explanation
Using this activity, you can indicate a delivery address for a specific quotation line.
This means that you can have different delivery addresses for the quotation line and the
quotation header. If no address is entered for the quotation line, the delivery address
prospective customer, only for existing customers with more than one address
registered. This also includes entering different values connected to the address, i.e.
ship via code, delivery terms, delivery lead-time, and changing the value for pay tax.
This is useful when you are making a partial delivery, for example, and you want to
deliver the remaining order line(s) to an address other than the one to which the
You can change the delivery address for quotation lines in Quotation Lines tab in the
Prerequisites
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The quotation must be registered for an existing customer. It is not possible to enter
Defining an address for the quotation line that differs from the address of the
quotation header requires that more than one address has been entered for the
Supply chain parameters should be defined for the relation and the new delivery
address.
System Effects
The delivery address for the quotation line is changed. The order line will later be
delivered to the indicated address. If supply chain parameters are defined for this
relation, the delivery information such as ship via code and external transport lead time
is updated.
Procedure
1. To use an address different from the sales quotation header address, indicate the
number of the customer address that you wish to use in the Delivery Address
column for the specific quotation line. Do this either manually or by using the List
of Values.
2. Save.
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Add or Modify Delivery Information per Quotation
Explanation
In the Delivery Information tab in the Sales Quotation window you can enter
additional delivery information, such as the salesperson responsible for the quotation; the
delivery mode in the Ship Via field; delivery terms for the indicated delivery address; the
delivery type, which is used for tax reports within the European Community; payment
terms; an agreement ID if any customer agreement exists; an external transport lead time; a
label note, i.e., any additional text that will appear on the printout of the quotation; and a
pay tax indication, if the customer is obligated for tax payment (VAT or sales tax).
When you update the ship via code or the external transport lead time for the header in this
tab, the corresponding information is updated in all the lines with the Quotation Default
Address check box selected. You need to manually specify the external transport lead time
if no supply chain parameters are defined for this supply and demand relation.
Prerequisites
The sales quotation header must have been entered and saved.
System Effects
As a result of this entry, delivery information is added or changed for the sales quotation.
Procedure
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2. Click the Delivery Information tab.
3. Enter the delivery information you want to add or change to the quotation.
Enter Note
Explanation
A note can be used, as means of passing on information to someone, who will process the
object later. Another area of use is to make personal notes and comments for internal
reference only. The major difference between notes and document texts is that notes never
You can link the note to the header or to each line separately. However, in some
documents you can link a note only to the header and in some only to the lines.
When a note is linked to a header, the Note check box on the header is marked. When a
note is linked to the line, the Note check box on the line is marked. Observe, however, that
Prerequisites
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The header and at least one line must have been entered and saved.
System Effects
An overarching note is entered and the Note check box in the header is marked when a
note is connected to the header. When a note is connected to a line the Note check box on
the line in question is marked. Observe, however, that check boxes do not always exist.
Procedure
1. Place the cursor in the header. Choose Notes... in the Operations menu.
2. Use Notes... in the Operations menu or enter the note directly on the line. You can
also double click in the column and enter the text in the editor. The possible
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6. Conclusion
prospective buyer can see what costs would be involved for the work they would like to
have done. The process and field that are related to sales quotation is studied. The price
handling, competitors, creation and release of sales quotation is studied. In Sales quotation
not only the pricing is noted but reasons for winning or losing and other factors as
window.
The IFS application gives in dept knowledge about the Sales quotation process so
that for further references the Quotation can be evaluated and better service to the customer
can be provided.
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7. Bibliography
2. Greening, Jack (1993). Selling Without Confrontation. The Haworth Press, Inc..
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