Reason codes are maintained using the Quotations Browse on Reason Codes program.

Select this to accept the reason code and description and to return to the previous screen.

When you cancel a quotation, all versions of that quotation are cancelled.

Copy the selected quotation.

Quotation notes are copied to the new quotation.

If custom form details attached to the original quotation are not copied to the new quotation.

If mandatory fields exist on the custom form, then you are prompted to enter the custom form details for the new quotation.

Indicate the quotation number to create from the quotation selected in the previous field.

If automatic quotation numbering is enabled in the Set Key Information program, then {Auto} is displayed in this field. This cannot be changed as the quotation number is automatically assigned when the quotation is saved.

If manual quotation numbering is selected, then you must enter a quotation number.

Select this to set the quotation header dates for the new quotation to the current system date.

If you do not select this option, then the quotation header dates on the new quotation are the same as the header dates on the quotation you are copying from.

When you copy a confirmed or printed quotation, the confirmed and printed dates are not copied to the new quotation.

Enter the reason code for placing the quotation on hold.

Reason codes are maintained using the Quotations Browse on Reason Codes program.

The option you select here determines which tab is displayed by default when you select to add a detail line to a quotation. You typically select the line type you are likely to add most often to a quotation.

This option applies to Kit items.

Indicate the code of the default branch to use for quotations. The branch is used to integrate sales and payments to the General Ledger module.

Indicate the code of the default branch to use for quotations. The branch is used to integrate sales and payments to the General Ledger module.

Indicate a default geographic area to be used for quotations.

If you are using tax by geographic area (Company Tax Options Setup) then the tax code held against the geographic area can be used to override the tax codes normally used.

Indicate a default salesperson to be used for quotations.

The code assigned here is used to calculate commissions if the commission is based on the salesperson, and not the price of the product being sold.

Enter the default currency to be used for quotations.

Care must be taken in selecting this currency.

You cannot enter a customer against a quotation after it has been created if the customer currency is different to that in which the quotation was created.

The entry made here is used to determine the default settlement terms required for a customer. The system uses the invoice terms to calculate discount amounts as well as discount dates and due dates of customer documents.

This field is mandatory when the EC Vat system is in use (Company Tax Options Setup).

Indicate the discount code to use when calculating the quotation discount. If no code is selected, quotation discounts are not calculated automatically.

Select this to be able to assign discount breaks to specific customer/product class combinations.

All common product classes for an order are accumulated and the total of each product class is compared to the discount break tables and the discount applied to each line accordingly.

If to recalculate these discount breaks when confirming the quotation, then you need to enable the Quotations Setup option Recalculate line discount breaks. This ensures that the correct discount is applied based on the lines you selected to confirm.

This indicates the automatic discount to be used when calculating the discount for each detail line.

If no code is selected, automatic invoice discounts are not calculated.

If you are using extended pricing, you can enter up to 26 codes determining the price code applicable to a category of products being sold.

The pricing category from the inventory file is used to locate a place in the price category/code table.

Depending on whether the inventory pricing method is coded or discounted, the price code found in this table is used against the discount table to locate the required discount or to locate a price entry in the inventory file.

Enter the profit markup/margin percentage to apply to the offer(s), depending on whether you selected to base the profit percentage on a markup or a margin.

The markup percentage is calculated as: ((Selling price - Cost) / Cost) x 100.

The margin percentage is calculated as: ((Selling price - Cost) / Selling price) x 100.

Enter the code of the non-stocked item to use for an offer.

If you enter a code that does not exist, you are given the opportunity to add the code using the Non-stocked Codes program.

Alternatively, you can select the Links > Auto option to automatically generate a new non-stocked item using the quotation number. This generated non-stocked code is specific to a quotation.

If you enter the code for a bought-out item, which uses the Purchase price method and it has a status of under review, you can modify the price, notify the planner or cancel the line. The planner can use the Non-stocked Code Review program to maintain the purchase prices and make them available for use.

If you enter the code for a made-in item and its estimate has a status of under development, then the following options are available:

Enter the unit of measure applicable to the quotation line.

This field is only enabled if you enabled the Request uom for order quantity setup option (Sales Orders Setup).

Indicate the offer to use as the default offer.

The default offer which you specify for each quotation line can be used to automatically create sales orders/jobs/purchase orders or requisitions using the Quotation Confirmation program.

The ship date defaults to the current date, but can be changed.

This is the date on which the items can be shipped to the customer.

The ship date can be changed for each line on the quotation, depending on the item's availability.

Select this if the offer you are entering is taxable.

If you select this option then you must enter the applicable tax code.

This option is only displayed if your nationality code is set to CAN, and you are using the Canadian GST system.

If you select this option then you must enter the applicable tax code.

Select this to create a new non-stocked item using the Non-stocked Codes program.

The non-stocked code is automatically generated, using the Prefix entered in the Quotation Header pane together with the quotation line number. This non-stocked code is specific to a quotation.

When creating a made-in non-stocked item, you can use the Estimates program to define the components and operations needed to make the item.

Select this to maintain the estimate using the Estimates program.

You can only define a user defined hierarchy if the activity: P&C User defined hierarchies (Security Activities ), is allowed against your operator code.

Select this to use the Quotation Cost Implosion program to calculate the offer for a made-in item and its manufacturing lead time.

This option is only enabled when you enter an offer for a non-stocked, made-in item and you enter and accept a quantity against the item's offer.

The calculation is performed for the highlighted offer.

Note that you need to save the line and then edit it to add the notes, because the line number, quotation and version are required to be able to save the notes.

The notepad lines printed are output as comment lines and not as a separate XML element.

Enter multiple 2 or 3 dimensional lines or frame lines.

Once entered the resultant quantity is passed back to the quantity field and the multiple lines are converted into comments.

Select this to apply a markup or margin percentage to the offer. Enter the applicable percentage.

This is enabled only when the option: Non-stocked profit change is enabled (Quotations Setup).

Select this to override the automatic price calculation and enter a price manually.

You can only access the Fixed Price field if the option: Allow changes at quotation level is enabled.

Enter the commission code which must be used to calculate the commission for the offer.

Commission codes are maintained using the Browse on Commission Codes program.

You cannot change the warehouse when maintaining a parent/kit/component detail line.

Enter the code of the stock item for which you are creating an offer.

By default, you enter the SYSPRO stock code in this field. You can, however, use the Field Selector to enter a stock code linked to a SYSPRO stock code in this field (see Stock Code Interchange).

Items with a part category of Notional part (Stock Codes) cannot be selected.

If the item is ECC controlled, you are prompted to enter the revision/rlease to use (see Revision/Release).

A warning message is displayed if the stock code is on hold or on partial hold, but the line can still be maintained.

An error message is displayed when adding a detail line for a Kit type S (Sub type) item which has no components. This only applies when the Single level Bill of Materials required option is enabled (Sales Orders Setup).

This is enabled for Engineering Change Control items only.

It enables you to define the revision and release details for the ECC controlled item you are adding or maintaining.

The wording displayed for this field defaults to Rev/Rel, but is replaced by whatever wording you have assigned to these user-defined fields (Bill of Materials Setup).

Indicate the offer to use as the default offer.

The default offer which you specify for each quotation line can be used to automatically create sales orders/jobs/purchase orders or requisitions using the Quotation Confirmation program.

The ship date defaults to the current date, but can be changed.

This is the date on which the items can be shipped to the customer.

The ship date can be changed for each line on the quotation, depending on the item's availability.

When adding a stock code with contract pricing, and the Use line date for contract pricing setup option is enabled (Sales Orders Setup) the detail line ship date will be used to get the contract price.

Select this if the offer you are entering is taxable. If you select this option then you must enter the applicable tax code.

You cannot access this field if you set the Tax status to: Non-taxable on the Tax Information tab of the Order Header.

This option is only displayed if your nationality code is set to CAN, and you are using the Canadian GST system.

Select these links to access additional information relevant to the stock code.

Note that you need to save the line and then edit it to add the notes, because the line number, quotation and version are required to be able to save the notes.

Enter multiple 2 or 3 dimensional lines or frame lines.

The price code for the stock item defaults, but can be changed by selecting the Price code override option.

For simple pricing, the automatic price code assigned to the customer is used to retrieve the corresponding price entry from the stock file.

For extended pricing, the pricing category assigned to the stock item is used to determine which entry in the customer's price category/price code table must be used. The customer's entry is then used to locate the corresponding price code (if the stock item's pricing method is code) or the discount entry (if the stock item's pricing method is discounted).

If defined, the password for SO Changing prices must be entered when changing the price code.

Select this to use one of the last two prices paid for the stock item by the customer.

This only applies if you have selected the option: Customer/stock code cross-reference required.

(see Line Discount).

The calculation of the line discount is affected by the pricing discount options set in Sales Orders Setup, especially the options: Line discount calculation and Basis for contract pricing.

This indicates the offer which will be used as the default.

The default offer which you specify for each quotation line can be used to automatically create sales orders/jobs/purchase orders or requisitions using the Quotation Confirmation program.

Select this if the freight charge is taxable.

You will need to enter the appropriate tax code to calculate the taxable amount.

Select this option if the freight charge you are entering is subject to GST.

If you select this option then you must enter the applicable tax code.

Enter a description of the miscellaneous fee.

You can use the browse button to select a sales order standard comment.

This indicates the offer which will be used as the default.

The default offer which you specify for each quotation line can be used to automatically create sales orders/jobs/purchase orders or requisitions using the Quotation Confirmation program.

Select this if the miscellaneous charge is taxable.

You need to enter the appropriate tax code to calculate the taxable amount.

Select this option if the offer you are entering is subject to GST.

If you select this option then you must enter the applicable tax code.

Select this option to manually enter comments for a quotation line using the text editor.

Free-format comments which are attached to a made-in item are automatically copied to the job notes if you create a job.

Select this to enter a standard comment (s).

Standard comments are maintained using the SO Standard Comments program.

Select this to attach sales order text which is defined against a stock code to the quotation.

Stock comments (sales order and dangerous goods) can only be inserted if the previous line is for a stocked item.

Stock sales order text can only be inserted if the text has already been assigned to the stock item. Sales order additional text is assigned to a stock item using the Notes option of the Inventory Query program.

Select this to attach dangerous goods text which is defined against a stock code to the quotation.

Stock comments (sales order and dangerous goods) can only be inserted if the previous line is for a stocked item.

Stock dangerous goods text can only be inserted if they have already been assigned to the stock item. This text is added and maintained using the Notes option of the Inventory Query program.

Optional components are denoted by the word Yes in the Optional column of the Materials listview.

If the parent item is quoted against more than one offer, then you can select the offer against which to accept, cancel or change the components.

Controls access to the New Quotation function in the Quotations program.

Controls access to the maintenance of quotations in the Quotations program.

Controls access to the Cancel Quotation function in the Quotations program.

Controls access to the Copy function in the Quotations program.

Controls access to the Quotation status field at the quotation header in the Quotations program.

Controls access to the Save function when adding a Stocked item to a quotation in the Quotations program.

Controls access to the maintenance of Stocked line items in the Quotations program.

Controls access to the cancellation of Stocked line items in the Quotations program.

Controls access to the Add Lines function for Stocked line items in the Quotations program.

Controls access to the Save function when adding a Non-stocked item to a quotation in the Quotations program.

Controls access to the maintenance of Non-stocked line items in the Quotations program.

Controls access to the cancellation of Non-stocked line items in the Quotations program.

Controls access to the Add Lines function for Non-stocked line items in the Quotations program.

Controls access to the Save function when adding a Freight line item to a quotation in the Quotations program.

Controls access to the maintenance of Freight line items in the Quotations program.

Controls access to the cancellation of Freight line items in the Quotations program.

Controls access to the Add Lines function for Freight line items in the Quotations program.

Controls access to the Save function when adding a Misc Charge line item to a quotation in the Quotations program.

Controls access to the maintenance of Misc. Charge line items in the Quotations program.

Controls access to the cancellation of Misc. Charge line items in the Quotations program.

Controls access to the Add Lines function for Misc. Charge line items in the Quotations program.

The minimum order value check is performed in the following programs: Sales Order Entry, Quick Sales Order Entry, Quotations and Quotation Confirmation.

This activity also controls whether an operator can change the value of the service charge applied to an order (by the SO Service Charges from Order Entry program) which does not meet the Minimum order value criteria.

Refer to Customers - General Details - Minimum order rules for details.

	This activity is disallowed by default.