Prerequisites

To successfully process a sales quote for a configured item, you must:

• Set the Configurator constants.

  • Specify the document type for sales quotes in the Document Type List field in the Configurator Constants program (P3209).

    This user-defined code (UDC) is used to define valid document types for sales quotes in the company. The Document Type List field is generally set to QT.

  • Set the Cost Sales Quotes option in the Configurator constants to specify how the sales quote cost will be accumulated.

    Costing of configured sales quotes differs from costing of configured sales orders. Typically, the cost of a configured item accumulates only when the Order Processing program (R31410) is run to create the configured item work orders that are related to a sales order. However, special functionality exists that accumulates the costs for a configured item sales quote. Configurator constants can be set to accumulate costs when a configured-item sales quote is entered. This method of costing a configured item is an exception to the normal costing process and works only for configured sales quotes.

    If you select the Cost Sales Quotes option, all costs accumulate from P, Q, R, and X (cost) assembly inclusion rules at the time of sales quote entry. If you clear the Cost Sales Quotes option, only the costs of the P and X (cost) assembly inclusion rules accumulate at the time of sales quote entry.

    Order Processing calculates the cost of the configured item based on the P, Q, R, and X (cost) assembly inclusion rules.

• Verify that the order type for sales quotes has been set up in UDC 40/BT (Blanket Order Types). The order type is generally SQ.

• Set the processing options for sales quotes, which is a version of Sales Order Entry (P4210).

  • Set the Order Type field on the Defaults tab to the sales quote type, which is typically SQ.

  • Review the Activate Availability Checking field on the Commitment tab, to verify that you have specified how sales quotes affect inventory availability.

  • Set the Commit to Quantity 1 or Quantity 2 field on the Commitment tab to a value of 1 or 2 to prevent work order headers from being created for the sales quote. It is usually set to 1 for quote orders. This field must not be blank for quote orders.

To successfully convert a sales quote into a sales order for a configured item, you must set the Sales Order Entry processing options for the version appropriately. Use the regular version of Sales Order Entry (P4210) to copy the quote to an order.

• Set the Order Type processing option on the Defaults tab to the sales order type, which is typically SO.

• Set the Line Type field to W to generate work order headers for the configured item.

• Set the Order Type field on the Duplication tab to a non-quote document type. Typically, it is set to SO.

• Set the Commit to Quantity 1 or Quantity 2 field to blank on the Commitment tab.

  This field must be blank for sales orders to ensure that the appropriate work order headers are created at sales order entry. During sales quote entry, this processing option was set to a value of 1 or 2 to prevent work order headers from being created for the sales quote.