Quotation
Introduction
Introduction
Overview
A Quote/Estimate is an offer to provide Estimate for any goods / product which we sell in our company
Business Case
A Fabrication Industries receives a Purchase order from customer for new development component or exiting the product(Price navigation purpose) . The Marketing team will prepare the Quotation
Tabs
Quotation Header
Critical Fields
1) Business Partner: We can select existing/new customer here and this field used to maintain customer who sale the Quotation
2.Partner location: This field is update automatically ,based on business partner selection, and also update location manually
3.Warehouse: Product storage purpose ,Select a warehouse were the final product are stored.
4.Date promised: Estimated delivery date of the product to the customer
5.Price list: Price list will be selected in product master once we select the product price list will display automatically and user also select manually.
6.Sales Representative :This field used for sales rep updating purpose ,the regard will display from employee master when sales rep field is checked
7.Terms and condition: This field used for our internal terms and condition updating purpose (Payment terms etc)
8.Delivery Terms : To update the Delivery Terms (By Air, By courier,etc)
9.1) After Receipt: It requires the order to be paid for before the shipment will be created.
9.2) Availability: This will ship goods as they come into stock, regardless of whether there will be outstanding quantities for the order or not.
9.3) Complete Line: This will generate shipments whenever stock to fulfil any individual order line is available.
9.4) Complete Order: This will create a shipment when the stock to fulfil the entire order is available.
9.5) Force: This will cause a shipment to be generated for the full quantities specified in the order, regardless of whether they are in stock or not.
9.6) Manual: This will prevent shipments from being automatically generated.
10) Delivery Via: indicates how the products should be delivered
10.1) Pickup: After Product is ready to ship customer will take the product by their own vehicle.
10..2) Delivery: Delivery done by the vendor itself to the customer.
10.3) Shipper: The Shipper indicates the method of delivering product via ship, aeroplane..etc.
11.Freight Cost Rule :Method for charging flight
11.1 Calculated : We can calculated the freight cost
11.2 Fix price : Fixed the freight cost
11.3 Included in Price : Already included in the product price list
12.Insurance Cost Rule :Method for charging insurance
12.1 Calculated : We can calculate the insurance cost
12.2 Fix price : Fixed the insurance cost
12.3 Included in Price : Already included in the product price list
13.Packing and Forwarding Cost Rule :Method for charging Packing and Forwarding
13.1 Calculated : We can calculate the Packing and Forwarding cost
13.2 Fix price : Fixed the Packing and Forwarding Cost
13.3 included in price :Already included in the product price list
14.Payment Rule:This field used to select the payment type
14.1 Cash: After receiving the invoice, customer pay the invoice amount through cash only
14.2 Check: After receiving the invoice, customer pay the invoice amount through check
14.3 Credit Card:Payment amount pay to vendor to use Credit Card
14.4 Direct Debit:Payment amount pay to direct vendor account number
14.5 Mixed POS Payment
14.6 NEFT
14.7 On Credit
14.8 RTGS: Payment amount pay to RTGS
15.Payment term:The terms of payment(immediate ,30 days,etc)
Critical & onetime setup fields
1.Organization:This Field is used to select the organization
2.Target Document Type- This Field is used to select the type of the document that you are going to process
Non-Critical Fields
1) Project- If this order is processed against a project user can tag the project for tracking.
- campaign:
Zoom condition’s
1.Shipment customer
2.invoice (customer)
3.invoice payment schedule
4 MRP
5.Shipments package plan
Customization
Quotation line
Critical Fields
1.Product : To select the product type is item, you can select the multiple product in this line item
2.Quantity : Quantity which needs to be quoted
3.UOM: The record will populate from product and we can change the UOM manually, if uom conversion for the product.
4.Tax : This field is used to select tax either Interstate or intrastate and we can also change the tax.
5.Charge: additional document charge to add this field
6.Discount: If any discount for the product to the specif customer to be used
Critical & onetime setup fields
Non-Critical Fields
1) Project- If this order is processed against a project user can tag the project for tracking.
2. campaign:
Serial number/Lot number (ASI)
In this Field we can set Attribute instance for this product & we not generate serial number in Quotation.
Zoom condition’s
Validation
Order tax
Once the document is complete order tax tab automatically update
Note: This sub tab is used for only viewing purpose
Payment schedule
Critical Fields
1.Payment Schedule : To update the schedule details
2.Due Date : Date when the payment is due
3.Discount Date : Once discount date is exceed system not consider the discount amount
4.Amount due: Amount of the payment due
5.Discount Amount : To update the discount amount details
Critical & onetime setup fields
Non-Critical Fields
Zoom condition’s
Validation
System check total value and payment schedule value
Custom fields
Critical Fields :
1.Sequence : Method of ordering records (lowest number come first)
2.Custom columns: Additional field used for reporting purpose
Critical & onetime setup fields :
Non-Critical Fields :
Zoom condition’s :
Validation :
Document Actions
Validation
1. System will check all the mandatory fields.
Delete
1. System will delete the order and its historical details.
Document action prepare
1. System will check the period details and master data verification.
2. If the payment schedule is not created, the system will automatically create a payment schedule based on the payment.
3. when particular document status is in progress, it will generate automatically (sales order ) through the quote convert process.
Document action complete
1.System will complete the document and keep the order ready for processing in quotation
2.Once document action is complete ,all fields are update in read only
Document action void/reverse correct actual
1.Void- system will reverse all the transaction data's and change the document status to Void
Document action close
1.system will check whether all the activity for the document is completed and change the Document status to close.
Actions
Not applicable
Create lines from:
Not applicable
Copy from/lines:
This button will help you to copy the order lines from another sales order line. We need to mention the order number to copy it.
<custom actions>:
Not applicable
Process
Introduction
1.This process used for from quotation to sales order automatic conversion purpose