Enter 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 Breaks dialog box and enter price breaks.
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specified sales part has been superseded by another part.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.
If the sales quotation is being created for a Jinsui enabled customer, and a
Jinsui invoice needs to be created, the total line amount must not exceed the
maximum amount for the Jinsui Invoice defined for the company.
If the sales quotation line should be released for planning at the time of
releasing the line, the Release for Planning check box on the line must
be selected.
If the Use Price Incl Tax check box is selected,
the Price/Curr and Price/Base fields are non-editable and the price is
calculated based on the price including tax value and the tax code.
The Price Incl Tax/Curr field is editable.
If the Use Price Incl Tax check box is cleared, the Price Incl Tax/Curr
and Price Incl Tax/Base fields are non-editable and the price including tax is
calculated based on the value entered for the price and the tax code.
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.
- Assortment structures must be defined if you want
to refer to assortments when entering part numbers.
- If you are specifying a condition code, the part must have condition code
feature enabled on the part record in the
Part/General
tab.
- 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 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 Site Supply Chain Parameters
window for internal customers.
- 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 a positive schedule percentage.
A production line can be defined in the
Production Line window
in IFS/Manufacturing Standards.
For the superseded parts function:
- 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, depending on the type of part that is to be replaced.
For warranties:
- For the quotation line to inherit customer warranty data, the warranty data must first
exist for the sales part.
For the substitute sales parts function:
- Substitute sales parts must be connected to the appropriate sales parts in the
Alternate Sales Parts Base Data window.
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 field on the quotation line.
- 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
requested part is stored on the new quotation line.
- When the quotation line is created, it inherits any default customer warranty defined
for the sales part.
- It is possible to cancel a quotation line as soon as it has been entered.
- If the total line amount for any particular Jinsui sales quotation line
exceeds the specified maximum amount, you will not be allowed to save this
order line. To avoid this, the amount can be divided between two or more
lines.
- If the customer has the Receive Pack Size
Charge/Discount check box selected in the Customer/Order/General
tab, the sales quotation header site has a valid pack
size charge price list and the order line(s) has an Input UoM
specified in that part list, then a charge line will be created in the
Sales Quotation/Charges tab. The Charge Category field
in the charge line indicates that it is a pack size charge. However, it will
only happen so for an existing customer.
Window
Sales Quotation
Related Window Descriptions
Sales Quotation
Sales Quotation/Quotation Lines
Procedure
To enter a quotation order line:
- In the sales quotation header, populate or query for
the sales quotation.
- Click the
Quotation Lines tab, and then click New.
- 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 part you want to enter belongs to an
assortment, you can also look up its number by selecting the line,
right-clicking and then clicking Parts by Assortment and Site
Cluster. In
addition, you can enter the customer's part number in the Customer Part No
field if a
cross-reference is established between 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.
- Indicate the quantity of requested parts in the Sales Quantity
field. You can enter
this quantity in the sales unit of measure in the Sales Quantity field. The price per unit and the total
price for the order line appears automatically.
Note: If the Input UoM Group check box on the
line is selected, then it is possible for you to enter quantities of the
sales part in input units and not in the sales unit of measure. You can
select an input UoM from the Input UoM list. Enter the
parameters either in the Input Qty field or right-click and click
Input UoM Parameters and use the
Input UoM
Parameters window. If a default UoM has
been defined for the input UoM group, it will be the default value in the
sales quotation line.
Optionally, you can choose not to enter any quantities for the
quotation line and instead use price breaks for different quantities.
- 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 acquires
Planned
status.
Optional steps (remember to save your entries):
- 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 stock. Enter
the desired quantity in sales unit of measure.
- 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
record on the
Part/General tab.
- 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
mode by selecting the desired alternative in the list box.
- If you need a value-added tax report used within the European Community, enter the
applicable data in the Delivery Type field.
To cancel a quotation line:
- Open the desired sales quotation and select the
Quotation Lines
tab.
- Mark the quotation line you want to cancel.
- Right-click, point to Status and then click Cancel Quotation Line.