Managing Pre-Order Quotation – A summary of the activity

Getting familiar with the pages inside

 

This activity enables the generation of a Pre-Order Quotation document, which can be processed into a Sale Order.

Once a pre-quote is created and confirmed the supervisor is required to release the quote for Customer approval. It can also be returned on the grounds of say corrections to be made in the quote. Then the quotation is released to the customer for customer acceptance.

A Pre-Ordering Quotation can be recorded in this screen against an RFQ document or it can be done without reference to any RFQ using the RFQ based quote or Direct Quote buttons respectively.

In this screen primary quotation information can be entered along with Customer information, Contact Information, Shipment Information, Additional Information and Pricelist Information while creating the Quotation.

There is provision for the user to enter additional Quotation information to the customer. If required TCD information can also be provided. Partial quote value entry is also allowed here.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Getting familiar with the controls

Go to

To carry out the task

Edit Terms and Conditions

Editing terms and conditions involved in the billing/shipment of parts.

 Part Inquiry

Viewing stock availability of the part and the pricing reference information like previous quotations/orders

Upload Documents

Uploading documents for reference

View Associated Doc Attachments

Viewing files belonging to a business component, with respect to the Pre-Order Quotation