Understanding Quotes and Sales Orders

As the sales team progresses through the sales cycle with an opportunity they might need to provide quotes for products or services in which the customer is interested. Additionally, if the sales cycle is successful, the sales representative might find it necessary to create a sales order to initiate the purchase and shipment process.

You can generate both quotes and sales orders automatically from the opportunity record. To enable the quote and sales order conversion options, you must set the processing options for the Manage Opportunities program. You can then click the Convert to Quote or Convert to Sales Order buttons to create quotes and sales orders directly from the sales opportunity.

After you create quotes or sales orders, you maintain and process those quotes and orders from the JD Edwards EnterpriseOne Sales Order Management system. You can access the Edit Sales Order form, which is used to update both sales orders and quotes, directly from the opportunity record. You can perform these actions from the Edit Sales Order form:

• Summarize the order.

• Cancel line items.

• Update header information.

• Check the customer's credit.

• Check product availability.

• Check product pricing.

• Reprice the order.

• Review pictures of items.

• Review and update commission information.

• Review price history.

• Review freight information.

• Perform a multi-item search.

• Access the Address Book.

• Submit the order for processing.

• Cancel the order.

• Configure products.