This chapter contains these topics:
You use quote order entry when a customer requests pricing information but is not ready to commit to a sales order.
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.
Verify that you have specified how quote orders affect inventory availability in the processing options for quote orders
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.
Complete the following fields:
Branch/Plant
Document Type
Sold To or Ship To
Quantity
Item
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
Complete the following fields:
Branch/Plant
Document Type
Sold To or Ship To
Requested
Access Sales Order Entry.
On Sales Order Entry, complete the following fields:
Quantity
Item
On Blanket Order Release, select the appropriate quote order.
Review the following field and make necessary changes:
Quantity
Add additional line items to the sales order, if necessary.
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. |
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.
Complete one of the following fields:
Order Number
Sold To or Ship To
Item Number
To create a sales order, choose the quote order that you want to use.
To release items to a sales order, choose the applicable items.
To release a different quantity than the quantity that is listed, complete the following field:
Quantity
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 |