Form and process

Quote convert(Manual)

Quote.JPG

Parameters : 

1) Warehouse : It is used to select Warehouse name which is mentioned in Quotation.

2) Business partner : It is used to select customer name which is mentioned in Quotation.

3) Document type : It is used to select document type whether quote is converting into sales order or job order based on document type.

4) Date ordered : It is used to mention order date.

5) Close Quotation : It is used complete the quotation document.


Process use : 


By Using this form we can able to convert Quotation into sales order.

 

Quote convert

Quote-process.JPG

Parameters :

1) Order : It is used mention Quotation document no which is in Inprogess stage.

2) Document type : It is used to select document type,whether quote is converting into sales order or customer po.

3) Business partner : It is used to mention the customer details.

4) Document date : It is used mention Quote convert document date

5) Close document : It can be selected if Quotation document needs to be completed.


Process use :

By using this process we can able to convert Quotation into sales order & Customer PO.

CreateQuotation(Enquiry)

image-1696313457228.png

Parameters :-

1. Enquiry : Document of enquiry for which the user demands a quotation.
2. Business Partner : We can select existing/new customers here and this field is used to maintain customer
3. Document type : This Field is used to select the type of document that you are going to process
4. Price list : The price list will be selected in the product master once we select the product price list will display  automatically and the user can also select manually


Process Use : 

This process is used To create Quotation from Enquiry.