Global Update of Sales Quotations (tdsls1205s000)

Use this session to enter the results for an entire quotation, or for a range of quotations.

You can globally update the following:

  • Status
  • Reason for success or failure
  • Competitor
  • Project

Unless you change the status to Confirmed, any alternatives on the sales quotation are assigned the Canceled status.

Related topics

 

Status

If you choose Created, lines that are currently assigned the Processed status are not changed.

If you choose Canceled, lines that are currently assigned the Created status are changed.

Allowed values

Possible values

Reason for Success/Failure

The reason for the quotation's success or failure.

Competitor

A company that competes for the same sales orders. Generally, a competitor operates in the same market segment as your company.

Project

A collection of manufacturing and purchasing actions that are performed especially for a particular customer order. A project is initiated by a customer order for items having a To Order order policy. The purpose of a project is to plan and coordinate the production of these items.

For a standard-to-order production, the project is only used to link the item with the customer order. Otherwise, a project can include:

  • Customized item data (BOMs and routings)
  • Project planning (activity planning)

A budget is a special type of project. A budget is used to plan and estimate, not to carry out production.