Add or Modify Delivery Information per Quotation

Explanation

On the Delivery Information tab in the Sales Quotation window you can enter additional delivery information, such as the salesperson responsible for the quotation such as the delivery mode in the Ship Via field, delivery terms for the indicated delivery address as well as the defined location, the delivery type used for tax reports within the European Community, the payment terms, agreement ID if any customer agreement exists, an external transport lead time and a label note, i.e., any additional text that will appear on the printout of the quotation, the delivery-from supplier used to get default delivery information for order lines,  supply by supply code Internal Purchase Direct and Purchase Direct.

When you update the ship-via code or the external transport lead time for the header on 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.

When you enter Deliver from Supplier on the Delivery Information tab of the Sales Quotation, delivery information such as ship via, forwarder, freight information, external transport lead time and picking lead time are retrieved from the supply chain matrix defined for the deliver from supplier to external customer if there is no supply chain matrix delivery information is fetched from valid customer agreement, if not delivery information is retrieved from the deliver from supplier. When you enter a sales quotation line with supply code Internal Purchase Direct or Purchase Direct  and sales quotation line supplier is same as the deliver-from supplier defined on the sales quotation header, quotation header delivery information is retrieved to the quotation line. Also, the Order Default check box is selected on that sales quotation line. If you have mentioned the delivery-from supplier on the Delivery Information tab of the Sales Quotation window and if you add a new line with the supply code Inventory Order, the Order Default  check box is cleared even if the delivery information has been fetched from the same place.

Prerequisites

System Effects

As a result of this entry, delivery information is added or changed for the sales quotation.

Window

Sales Quotation

Related Window Descriptions

Sales Quotation
Sales Quotation/Delivery Information

Procedure

  1. Populate or query for the quotation in question.
  2. Click the Delivery Information tab.
  3. Enter the delivery information you want to add or change to the quotation.
  4. Save when completed.