Quotations

Select this to end the quotation and save the information added or changed.

If the customer accepts a quotation, then it can be converted into a sales order, a job, or a combination of both. If there is insufficient stock available, then a purchase order or requisition can be created from the sales order or the job.

If a custom form is defined for Quotations and at least one of the fields on the form is defined as mandatory, then you are prompted to enter the custom form details before you can save the quotation.

Select this to set the customer defaults to use when creating a quotation with no customer.

Select this to use the SO Header Maintenance program to indicate the default sales order header information to use when converting quotations into sales orders.

Displays the version number of the current quotation.

Select this to add stocked, non-stocked, freight, miscellaneous and comment lines to the quotation.

Select this to place the quotation currently displayed on hold.

You cannot confirm a quotation that is on hold.

This does not update the quotation version number when using quotation versioning.

Select this to print the quotation. This only applies when the Quotation status is 1 - Ready for printing.

The quotation version is incremented if quotation versioning is enabled. Only the current version of the quotation can be printed when the Quotation versioning required is enabled.

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

Copy the selected quotation.

Quotation notes are copied to the new quotation.

Indicate the version number of the existing quotation number to use to create a new quotation.

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

If automatic quotation numbering is enabled in the Setup Options program (Setup Options > Keys > Manufacturing) 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 place the quotation on hold.

Select this to view comment lines when maintaining a quotation.

Select this to view miscellaneous charges when maintaining a quotation.

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.

Non-stocked

Select this to display the Non-stocked pane as the default when adding quotation lines.

Stocked

Select this to display the Stocked pane as the default when adding quotation lines.

Freight

Select this to display the Freight pane as the default when adding quotation lines.

Miscellaneous

Select this to display the Miscellaneous pane as the default when adding quotation lines.

Select this to be able to select a quotation using the previous and next buttons.

This option applies to Kit items.

Select this if you want the program to wait for an operator response (accept, skip to next, end) for each optional component encountered when processing a kit item. Otherwise the operator is able to perform maintenance (accept, components, remove optional, change) only once all the components have been generated for the parent kit part.

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

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.

Indicate the code of the document format to use to print quotation documents using the Quotation Batch Printing program.

This field is mandatory if you have enabled the EC VAT system required setup option (Setup Options > Tax > Company Tax Options).

Select this to apply discounts to the total value or total quantity of a quotation.

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.

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

Indicate the default buying group to use to determine the contract price for a quotation.

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.

This indicates the quotation version number.

When maintaining a previously saved quotation, you are prompted to increase the version number if the Always prompt for version increases setup option is enabled (Setup Options > Configuration > Manufacturing > Quotations).

When this option is not enabled the version is automatically increased and no prompt is displayed.

This lets you link the quotation to a contract and create hierarchical jobs from the quotation.

Hierarchical jobs are used in the Projects and Contracts module, where the jobs typically consist of a number of hierarchical levels.

This indicates the name of the customer for whom the quotation is being prepared.

If the customer is held on file then the name associated with that customer is displayed here by default.

Although you can enter different customer name details, the entry reverts to the customer name configured against the customer.

Enter an hierarchical contract number if a valid contract exists with this customer.

You use the Browse on Contracts program to create and maintain hierarchical contract details.

This field is only enabled when you select the Hierarchical option.

Note that this field is not displayed by default. You need to add it to the form by right clicking within the Quotation Header form and selecting the Show Captions option.

Indicate the probability factor for the quotation. This is the likelihood of the client accepting the quotation.

The probability is used as a selection criterion when performing an MRP Requirements Calculation.

Indicate the offer(s) for which to display quotation lines in the Quotation Detail Lines listview.

One of the following options can be selected:

This date is determined by the Date options defined for quotations (Setup Options > Preferences > Manufacturing > Quotations).

This date can only be changed if you have enabled the Allow changes to expiry date setup option.

You can enter zeros in this field to indicate that the quotation does not expire if you selected the Allow zero expiry date at the Base expiry date on option.

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 if the customer accepts the quotation.

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

When you change this date, you are promoted to update the quotation detail lines with this new date. If you select "Yes", then the lines are updated only when you select the End Quotation function.

This indicates the code of the price group that is used to calculate the best price per stock code and determine which order discount breaks and/or invoice discounts to apply.

The price group defined against the customer is displayed by default but can be changed if required by using the Price Group Browse program.

Considerations:

• The price group defined within the sales order header can't be changed once sales order lines have been captured.

• When a stock code and quantity are entered within the Order line(s) pane, the SO Pricing Best Price Query Business object: SORQPQ business object determines the best price based on the price group defined against the sales order header.

Enter a customer contact name and/or number.

This defaults to the fax number defined against the Document transmission method for the customer. If this is not defined, then the fax number defaults to the number entered in the Fax field against the customer.

When you fax quotations online, then the fax number entered here is presented as the default number.

When you fax quotations in batch mode, then the fax number entered here is used.

This defaults to the Document transmission method for quotations defined against the customer, but can be changed here.

Fax

Select this to fax the quotation to the customer using the Quotation Batch Printing program.

Email

Select this to email the quotation to the customer using the Quotation Batch Printing program.

None

Select this if you do not want to fax or email the quotation to the customer.

This indicates the currency to use for the quotation. The currency defaults to the currency defined against the customer.

Enter the nationality code of the customer. This is only applicable if EC VAT is installed.

The nationality code influences how transactions are processed, including ensuring that the correct EC information is captured when raising a sales order for a customer in an EC Member State.

Select the discount code to be used when calculating the quotation discount. You can use the browse icon to view discount codes currently defined.

If no code is selected, quotation discounts are not calculated automatically.

This field is only enabled if you selected to calculate order discount based on order value/quantity.

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.

The discount can only be calculated once you save the quotation. While creating a quotation, the program is unable to determine which offer will be confirmed, so the discount is calculated for each offer in its entirety. When a sales order is created the discounts are applied to the sales order. If, during confirmation you review the quotation, you are prompted to recalculate the discounts. If you select to do so, the system calculates the discount based on the offers you selected and those offers are refreshed with the customer/product class discounts.

Indicate the default buying group to use to determine the contract price for a quotation.

This option is only enabled if you selected to use Contract pricing.

This lets you use the SO Header Maintenance program to indicate the default order information to use when converting quotations into sales orders.

This lets you add a stocked, non-stocked, freight, miscellaneous or comment line quotation line before the currently highlighted line.

This lets you maintain the currently highlighted quotation line.

This indicates the code of the item being quoted.

This indicates the description for the item being quoted.

This indicates the offer numbers used in the quotation.

This indicates the code of the product configuration used to create the quotation line.

This indicates the quantity for the default offer.

This indicates the value of the default offer.

This indicates the line number of the line within the quotation.

This indicates the release of the item being quoted on, if the item is defined as ECC controlled.

This indicates the discount for the default offer.

This indicates the code of the item on the line.

This indicates the long description for the stock code.

This indicates the default offer for the line. '00' indicates that a default offer is not specified for the line.

Select this to add a non-stocked line to the quotation.

Select this to add a freight charge line to the quotation.

Select this to add a comment line to the quotation.

Enter a description for the non-stocked item.

Indicate the product class to use for the item.

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.

This indicates the unit cost of the non-stocked item when it is a bought out item.

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

Select this if the offer you are entering is taxable.

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

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 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 use the Estimates program to define the components and operations needed to make a non-stocked item.

Select this to notify the planner so that the planner can use the Non-stocked Code Review program to maintain the estimate and make it available for use.

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.

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.

This defaults to Markup% for non-stocked lines.

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

You can only access the Fixed Price field if the Non-stocked profit change allowed setup option is enabled.

This indicates the unit of measure defined against the item.

This function enables you to enter up to three chained discount percentages or a discount value for the offer.

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.

• Items with a part category of Notional part (Stock Code Maintenance) cannot be selected.

• If the item is ECC-controlled, you are prompted to enter the revision/release to use.

• Although a warning message is displayed if the stock code is on hold or on partial hold, the line can still be maintained.

• If the Single level Bill of Materials required setup option is enabled (Setup Options > Configuration > Distribution > Sales Orders) then an error message is displayed when adding a detail line for a Kit type S (Sub type) item which has no components.

This indicates if the stock code is configured with a preferred supplier.

Select the Configure hyperlink to create a customized product using the Product Configurator Wizard Program: CFGPC1.

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.

Enter the tax code to use to calculate the tax for the line. The tax code displayed in the this field is the default tax code assigned to stocked items, but can be changed.

This indicates the unit mass defined against the stocked item.

This indicates the user defined information defined against the stocked item.

Select this to print component details on order documents. This applies to kit type items.

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

Indicate the offer(s) to which to attach the line details.

Enter the quantity of items for which to create an offer.

Select this to override the price code for the item. You enter the required price code in the price code field. If defined, the password at the SO Changing prices field must be entered.

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.

This indicates the price for the item.

• You can manually enter a price for the offer if a manual pricing method is being used or to override the automatic price calculation.

• When using the Sales Pricing Engine, the price is calculated by the SO Pricing Best Price Query Business object: SORQPQ business object using the price group, stock code and quantity.

  The price is only displayed after the quantity is captured.

Enter a pricing unit of measure for the offer if the pricing unit of measure differs from the order unit of measure.

This function enables you to enter up to three chained discount or markup percentages or a discount value for the offer.

This lets you select a different price group rule within the price group defined against the sales order header.

Select this to apply the discount you enter manually using this Line Discount window and override the discount calculated by the discount breaks (if this is set on).

Enter up to 3 chained discount or surcharge percentages to apply to the quotation line.

Indicate the total discount amount that must be deducted from the quotation line value.

Enter the discount value that applies to one unit of measure. This value is multiplied with the number of units in the Order quantity field or in the Ship quantity field, depending on your selection at the Unit discount calculated on option (Sales Orders Setup).

Select this to be able to enter the code defined in the Alternate key 1 field of the stock item in the Stock code field.

Select this to be able to enter the supplier's catalog number that is linked to a SYSPRO stock code in the Stock code field. After you enter and accept the supplier's catalog number, the equivalent SYSPRO stock code is entered in the Stock code field.

To enable the interchange of supplier catalog numbers and SYSPRO stock codes, you must enable the option: Supplier/stock code interchange system (Inventory Setup). In addition, a supplier code must be defined against the SYSPRO stock code. You use the Browse on Supplier Stock Code Cross Ref program to create links between the supplier's catalog numbers and SYSPRO stock codes.

Providing a link exists between the supplier's catalog number and the SYSPRO stock code, the supplier's catalog number is saved against quotation line. This is regardless of whether you enter the supplier's catalog number or the SYSPRO stock code on the quotation line. The supplier's catalog number can be printed on quotation documents.

Select this to be able to enter an approved manufacturer's part number in the Stock code field.

You use the Browse on Approved Manufacturer Parts program to define details of approved manufacturers' part numbers and to link these part numbers to your SYSPRO stock codes.

This is displayed when you select one of the stock code interchange options.

Depending on your selection, you will enter either the alternate key 1 code, the customer's stock code, the supplier's catalog number, a partial SYSPRO stock code or an approved manufacturer's part number in the first field.

Select this to close the interchange popup toolbar for the current quotation line and return to the Stock code field.

Indicate the revision number of the item to use for the quotation.

Select this to use the revision/release which is current for the item at the time the item is shipped. This applies if the quotation is accepted and converted into a sales order for shipping to the customer.

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.

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

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.

The default product class for miscellaneous charges is _OTH, but can be changed.

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

Enter the tax code to use to calculate the tax for the line. The default tax code displayed is the default tax code assigned to miscellaneous charges (Company Tax Options Setup).

Enter the amount which to charge the customer.

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 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.

Save the comment against the applicable line.

Select this to print the comment on the delivery note.

The lines to which the comment can be attached are displayed. If a line is not displayed, then the comment cannot be attached to that line.

Select the line to which to attach the comment for printing.

Select this to accept the components and offer quantities associated with the parent item.

Select this to maintain the component currently highlighted in the Materials listview.

This indicates the description for the parent part.

This indicates the revision of an ECC-controlled item.

This indicates the offer against which the parent item exists.

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.

This indicates the unit of measure for the offer quantity of the selected offer.

This indicates the code of the component item.

This indicates the offer quantity of the component item.

This quantity is established based on the 'quantity per' relationship between the parent and component.

This indicates the price of the component item.

Select this to exclude the component currently highlighted from the bill of materials.

Select this to include the component currently highlighted and all remaining optional components in the bill of materials.

Select this to cancel all component lines attached to the parent part.

This indicates the code of the component you are currently maintaining.

This indicates the product class for the component.

Changes in this pane can only be made for optional components.

This indicates the quantity of the optional component according to the bill, but can be changed.

Select this to override the price code for the item. You enter the required price code in the Price code field.

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

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

Enter a price for the component if a manual pricing method is being used or to override the automatic price calculation and enter a price manually.

Enter a pricing unit of measure for the component if the pricing u/m differs from the order u/m.

Enter up to three chained discount percentages or a discount value for the component.

Indicate which offers from the quotation must be printed.

This indicates whether or not the related offer has already been printed.

Select this to exclude the highlighted offer from being printed on the quotation.

Select this to exclude all offers from being printed on the quotation.

This indicates the last date on which the quotation was printed.

Select this if the quotation is not complete. i.e. you need to add further details before finalizing and printing the quote.

Indicate the quotation document format to use to print the quotation.

Quotation document formats are maintained using the Quotation Document Format program.

Select this to define a document format for quotations using the Quotation Document Format program.

This indicates the fax number to be used for faxing the quotation.

This field defaults to the fax number defined against the quotation, but can be changed.

Select this to preview the quotation before printing it.

Select this to print/fax/email the quotation according to the selections you made.

Considerations:

• You can only print a quote if it is in a status of 1 - Ready for printing.

• When the quote is printed, the customer details are printed in the heading section and the line details are printed in their respective sections (e.g. Freight charges are printed in the freight charge section).