12 Work with Quote Orders
This chapter contains these topics:
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Section 12.3, "Converting a Quote Order into a Sales Order (ECS),"
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Section 12.4, "Copying a Quote Order to Create a Sales Order (ECS),"
12.1 Working with Quote Orders (ECS)
You enter a quote order when a customer requests pricing information but is not ready to commit to a sales order. You enter quote orders to:
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Provide prices and availability on a large number of items
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Record the quantity and price quotes for future reference
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Hold the quote until the customer authorizes the order
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Collect information about the frequency of price and availability requests from customers
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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.
12.1.1 What You Should Know About
| Topic | Description |
|---|---|
| Controlling inventory commitment | You can set the commitment control processing option for sales order entry so that the system does not commit inventory when you create quote orders. If you set this processing option, the system ignores the Inventory Commitment preference.
See Locating Item Information and Locating Quantity Information in the JD Edwards World Inventory Management Guide for information about committing inventory. See Chapter 3, "Work with Interactive Sales Orders" for information about the inventory commitment processing option. |
| 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. |
12.2 Entering a Quote Order (ECS)
From ECS Sales Order Management (G4910), choose ECS Sales Order Processing
From ECS Sales Order Processing (G491011), 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 you enter a sales order. You do not convert the quote order into a sales order until the customer confirms the order.
Complete the following fields:
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Branch/Plant
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Ship To
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Quantity
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Item
12.3 Converting a Quote Order into a Sales Order (ECS)
When your customer requests or authorizes the actual sales order, you can convert a quote order into a sales order. You can convert a quote order in either of the following ways:
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Copy a quote order to create a sales order
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Release a quote order
Copying or releasing a quote order ensures that the sales order that you create reflects the actual quoted amount.
12.3.1 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 do not match the unit of measure in the blanket order, the system does not initiate blanket order release. |
12.4 Copying a Quote Order to Create a Sales Order (ECS)
From ECS Sales Order Management (G4910), choose ECS Sales Order Processing
From ECS Sales Order Processing (G491011), choose Quote Orders
You can create a sales order by copying a quote order. You use this method when you want to create a sales order that reflects all or most of the items and quantities on the quote order.
12.4.1 Before You Begin
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Verify that the processing options for order duplication default for the Sales Order Entry program are set up to match the document type and beginning status of standard sales orders
To copy a quote order to create a sales order
On Quote Orders
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Locate the quote order that you want to copy.
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Choose the Create/Duplicate a Sales Order function to duplicate the quote order.
The system creates a sales order with the same information on the quote order.
12.4.2 What You Should Know About
| Topic | Description |
|---|---|
| Alternative access to quote orders | If you do not know the original quote order number, you can access the quote order through the Customer Service Inquiry.
See Section 7.3, "Reviewing Sales Orders by Customer (ECS)." |
| Line types for duplicate orders | When you duplicate a quote order, you cannot change the line types on the duplicate order. |
12.5 Releasing a Quote Order (ECS)
From ECS Sales Order Management (G4910), choose Additional Order Processes
From Additional Order Processes (G491012), 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 you display the quote order, you will see the adjusted quantity.
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Complete one of the following fields:
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Order Number
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Sold To
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Item Number
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Choose the quote order that you want to use to create a sales order.
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Choose the items that you want to release to a sales order.
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To release a different quantity than the quantity that is listed, complete the following field:
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Quantity
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12.5.1 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 for the Sales Order Entry program to run the Release Quote Orders program. |
| Import/Export | This program supports Import/Export functionality. See the JD Edwards World Technical Tools Guide guide for more information. |