Prerequisites

Before you complete the tasks in this section:

Set the processing options for the Sales Order Entry program (P42101) versions that are entered in the processing options for the Manage Opportunities program (P90CB020). You enter one version of the Sales Order Entry program to process quotes, and another to process sales orders from the Manage Opportunities program. We recommend using version ZJDE0003 to process quotes, and ZJDE0001 to process sales orders.

You must also set up Document Type Maintenance (P40040) for Sales Quotes. If you do not set this up, the system will not convert opportunities to quotes. To set up document types for Sales Quotes, enter 2 or 3 in the Order Category field on the Sales tab of the Document Type Revisions form.

See also:

• Generating Sales Proposals.

• "Setting Up the Inventory Management System", in the JD Edwards EnterpriseOne Applications Inventory Management Implementation Guide.

• " Setting Up Document Type Information" , in the JD Edwards EnterpriseOne Applications Inventory Management Implementation Guide

• JD Edwards EnterpriseOne Applications Sales Order Management Implementation Guide.