Understanding Quote Order Release

You release a quote order in the same manner that you release a blanket order; you use the Release Blankets program (P420111) to release any of the items on a quote order and to create a sales order. If you release only part of the quantity or some 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 see the adjusted quantity.

If you have multiple orders for the same customer and item, all orders appear on the Work With Order Blanket Release form. The quantity fields do not contain values. You must enter the quantity for the appropriate order.

When you release a quote order, you can specify the sales order number when you verify the release date and quantity. The system checks the order number and document type combinations for duplicates. If duplicates are found, the system stops processing the order and displays an error message that the document number exists. You must assign a unique order number to the order before the system processes the sales order. If you do not enter a unique order number, the system generates the sales order number.

The system consolidates order lines based on sold to, branch/plant, and currency code information. The order numbers that a user enters can be consolidated in the same way as the system-generated sales orders. For example, if you select multiple records to release and enter a new order number for the first record only, the system consolidates the orders.

If you have created a quote order and the customer authorizes the purchase of the quoted items, you can use the quote to create a sales order. You use this method to create a sales order that reflects all or most of the quantities and items on a quote order.

You can release multiple quote orders simultaneously by selecting Release Full Quantity from the Row menu of the Work With Order Blanket Release form.

The system releases the full item quantity in each quote order and attempts to consolidate multiple order selections to a single order if possible. To create a sales order from a quote order, you must use the unit of measure in the original quote order. If the unit of measure in the sales order does not match the unit of measure in the quote order, the system does not initiate quote order release. To generate the sales order, select SO Generation from the Form menu.