Functional Differences Between Sales Orders and Quotes

At both the line and schedule of a quotation, you do not have access to the Load Planning process in PeopleSoft Inventory. Lot selection and soft allocation, available from sales order lines and schedules, do not apply to quotations. When entering a quotation, you must enter an expiration date to note the date that prices and terms on the quote are no longer valid.

This section discusses how to:

  • Use the quote competition page.

  • Copy quotes to a sales order.

  • Establish commission information for quotes.