Use this window to enter, process and view information on the sales quotation. A sales quotation is built in two levels: a quotation header and quotation lines.
For the description of each tab in the window, follow the appropriate link: General, Quotation Lines, Rental Quotation Lines, Charges, Competitors, Quotation Addresses, Delivery Information, Misc Quotation Info, Quotation History, Representatives, Contacts and Access.
Enter Sales Quotation
Enter Sales Quotation, CTO
Handle Sales
Quotation
Enter and maintain
customer warranties
View Order Event
History
Queries, Sales
Enter Quotation Header
Enter General Quotation
Info
Enter Quotation Line
Enter Rental Quotation Line
Enter Quotation Competitors
Enter Competitor to
Quotation Line
Release Quotation
Print Quotation
E-mail Quotation
Reject Quotation
Change Communicated Quotation
Copy Sales Quotation
Enter Reason for Lost Quotation
Enter Reason for Lost Quotation
Line
Enter Reason for Won Quotation
Enter Reason for Won Quotation Line
Create Customer Order from
Quotation Head
Create Customer Order from
Quotation Line
Pick Quotation Lines from
Sales Quotation Template
Enter Misc Quotation Info
Enter Contact for Sales Quotation
Enter Complementary Parts
Enter Substitute
Sales Part on Quotation Line
Analyze Price per Part and Customer
Run Capability Check
Study Plannable per Part
Enter and
Maintain Customer Warranties
Manage Tax, Sales Quotation Line
Enter Additional
Quotation Discount
Handle Quotation
Line Discounts
Calculate Discount
Calculate Sales Promotions
View Calculated
Sales Promotions
Calculate/Consolidate
Freight
Recalculate Price/Currency for
Quotation Line
Manage Contribution Margins - Sales Quotation
Enter Price Breaks for
Quotation Lines
Add Sales Charges/Landed
Costs
Manage Tax, Sales Quotation Charge
Recalculate
Cost
Create Configuration
Edit Configuration
Copy Configuration
Replace With Standard Sales Part
Replace Characteristic Value
View Configuration
Create Interim Order
View/Edit Interim
Order
Delete Interim Order
Enter Document Text
Enter Note
Add or Modify Delivery
Information per Quotation
Change Delivery Information per Sales Quotation Line
Change Delivery
Address per Quotation Line
Enter Single Occurrence Address per Sales Quotation
Enter Single Occurrence Address per Sales Quotation Line
Close Quotation
Cancel Quotation
View Quotation History
View Quotation Line
History