15 Work with Quote Orders

This chapter contains these topics:

• Section 15.1, "Overview,"

• Section 15.2, "Entering a Quote Order,"

• Section 15.3, "Creating a Sales Order from a Quote Order,"

• Section 15.4, "Releasing a Quote Order."

You use quote order entry when a customer requests pricing information but is not ready to commit to a sales order.

15.1 Overview

You enter quote orders to:

• Provide prices and availability on a large number of items

• Record the quantity and price quotes for future reference

• Hold the quote until the customer authorizes the order

• Collect information about the price and availability of items

• Honor an obligation for a quoted price for a period of time

When the customer confirms the order, you convert the quote order into an actual sales order.

15.1.1 Before You Begin

• Verify that you have specified how quote orders affect inventory availability in the processing options for quote orders

15.1.2 What You Should Know About

Topic	Description
Processing quote orders for configured items	To convert a sales quote to an order for a configured item, you must perform the sales quote and release in the Configuration Management system. See Converting Sales Quotes for Configured Items in the JD Edwards World Configuration Management Guide.

15.2 Entering a Quote Order

Navigation

From Sales Order Management (G42), choose Sales Order Processing

From Sales Order Processing (G4211), choose Quote Orders

You enter a quote order when your customer requires a formal price quote prior to actually placing an order. You enter a quote order in the same way that you enter a sales order. You do not convert the quote order into a sales order until the customer confirms the order.

You can set up a version of the Print Invoice program to print an invoice for a quote order. Also, you can set a processing option that will print a message on the invoice to inform your customer that the invoice is a quote.

To enter a quote order

On Quote Orders

Complete the following fields:

• Branch/Plant

• Document Type

• Sold To or Ship To

• Quantity

• Item

15.2.1 What You Should Know About

Topic	Description
Entering aggregate quote orders	For the construction industry, you can use quote orders to initiate the scale ticket process. You must use the aggregate format of the detail information form. See Chapter 4, "Work with Detail Information."

See Also:

• Section 63.1, "Sales Order Entry (P4211),"

• Section 65.13, "Sales Order Invoices Print (P42565)."

15.3 Creating a Sales Order from a Quote Order

Navigation

From Sales Order Management (G42), choose Sales Order Processing

From Sales Order Processing (G4211), choose Enter Orders (Page Mode)

If there is an outstanding quote order for a customer, you can create a sales order from the quote order information that already resides in the system. The Blanket/Quote Order Release form automatically appears when you enter the customer's item information in the sales order entry form.

To create a sales order from a quote order

Enter Orders (Page Mode)

1. Complete the following fields:

   • Branch/Plant

   • Document Type

   • Sold To or Ship To

   • Requested

2. Access Sales Order Entry.

3. On Sales Order Entry, complete the following fields:

   • Quantity

   • Item

4. On Blanket Order Release, select the appropriate quote order.

   Figure 15-1 Blanket Release screen

   
   Description of "Figure 15-1 Blanket Release screen"
   
   

5. Review the following field and make necessary changes:

   • Quantity

6. Add additional line items to the sales order, if necessary.

15.3.1 What You Should Know About

Topic	Description
Creating a sales order from a quote order	You must set up a user defined code for quote orders in table 40/BT and set the blanket/quote processing option in Sales Order Entry - Detail program to process quote orders and releases.
Using corresponding units of measures	To create a sales order from a blanket order, you must use the unit of measure in the original blanket order. If the units of measure in the sales order does not match the unit of measure in the blanket order, the system does not initiate blanket order release.

15.4 Releasing a Quote Order

Navigation

From Sales Order Management (G42), choose Additional Order Processes

From Additional Order Processes (G4212), choose Release Quote Orders

You use the Release Quote Orders program to release any of the items on a quote order to create a sales order. If you release only part of the quantity or some of the items on the quote order, the system maintains the balance remaining on the original quote order. The next time that you display the quote order, you will see the adjusted quantity.

To release a quote order

On Release Quote Orders

Figure 15-2 Release Quote Orders screen

Description of "Figure 15-2 Release Quote Orders screen"

1. Complete one of the following fields:

   • Order Number

   • Sold To or Ship To

   • Item Number

2. To create a sales order, choose the quote order that you want to use.

3. To release items to a sales order, choose the applicable items.

4. To release a different quantity than the quantity that is listed, complete the following field:

   • Quantity

15.4.1 What You Should Know About

Topic	Description
Releasing quote orders during sales order entry	You can release quote orders during sales order entry if you set the blanket/quote processing option.
Import/Export	This program supports Import/Export Functionality. See the JD Edwards World Technical Foundation Guide for more information

15.4.2 Processing Options

See Section 64.6, "Order Release (P420111)."