| Sales Quotation (tdsls1600m000)Use this session to view, enter, maintain,
and process a specific sales quotation and linked sales quotation lines. This session supports easy quotation entry. You can enter a
sales quotation header and sales quotation lines on one screen. This session
enables you to quickly enter the most important information for a sales
quotation and to process the quotation. - You can start this session from the Sales Quotations (tdsls1500m000) overview session, by double-clicking a record, or by
entering a new sales quotation. You can also start this session stand-alone.
- To view the details of the sales quotation header, click Details on the appropriate menu of the
current session. As a result, the Sales Quotations (tdsls1500m000) details session starts.
- To display fields from the Sales Quotations (tdsls1500m000) details session in the current session, click
Customize Form on the View menu. As a result, you can indicate which fields you
want to hide and unhide.
Sales quotation lines The lines on the tabs refer to the following
sessions: Lines The lines on the Lines tab refer to the Sales Quotation Lines (tdsls1501m000) session. On this tab, you can view,
enter, and maintain the lines of the sales quotation. Double-click the line for
more detailed information. Quotation Promising Results The lines on the Results tab refer to the Sales Quotation Results (tdsls1101s100) session. On this tab, you can record the
business partner’s response to the quotation line and assign a status to the
quotation line. Double-click the line for more detailed information.
Business Partner Usually a customer's purchase department, the business partner
who orders goods or services from your organization, that owns the
configurations you maintain, or for whom you perform a project. The agreement with the sold-to business partner can include
the following: - Default price and discount agreements
- Sales order defaults
- Delivery terms
- The related ship-to and invoice-to business partner
Sold-to Address The sold-to business partner's address code. ZIP Code/Postal Code The sold-to business partner's ZIP code. Customer RFQ Number The request for quotation number of the sold-to business
partner. This number is included on various quotation documents and lists. Sales Order Type The sales order type that is used to convert the quotation into a sales order. Note Quotations cannot be entered for the following sales
order types: - Return orders
- Collect orders
- Consignment invoicing
- Consignment replenishment
Tax Classification An attribute of order headers and order lines that you can use
to define tax exceptions for the transaction. LN retrieves the
default tax classification from the invoice-from and invoice-to business
partners. For example, you can use the tax classification to
indicate: - That payments to an invoice-from business partner are subject
to withholding tax and social contributions
- To group business partners that have the same tax aspects for
your company, for example, subcontractors, or agents
- That the tax must be paid in a country other than the sales
office or service office's home country
Default value This field is defaulted from the Business Partner Tax Classification field of the Invoice-to Business Partner (tccom4112s000) session. Invoice for Freight If this check box is selected, the invoice-to business
partner is invoiced for the freight costs you make. Invoice Freight Costs Based On A company can invoice freight rates to the invoice-to business
partner, based on Freight Costs, Freight Costs (Update Allowed), or Client Rates. Note This field is defaulted from the Invoice for Freight Based On field in the Invoice-to Business Partner (tccom4112s000) session. This field is enabled only if the Invoice Business Partner for Freight check box in the Buy-from Business Partner (tccom4120s000) session is selected. Business Partner The business partner from which you receive payments. This
usually represents a customer's accounts payable department. The definition
includes the default currency and exchange rate, the customer's bank relation,
the type of reminders you send to the business partner, and the frequency of
sending reminders. Contact The contact of the pay-by
business partner. Payment Terms Agreements about the way in which invoices are paid. The payment terms include: - The period within which invoices must be paid.
- The discount granted if an invoice is paid within a given
period
The payment terms allow you to calculate: - The date on which the payment is due
- The date on which the discount periods expire
- The discount amount
Late Payment Surcharge The late payment surcharge percentage that is applied to the
goods amount. If the invoice is settled in the term defined in the late payment
surcharge, the business partner that receives an invoice can deduct the
surcharge from the goods amount. Payment Method The pay-by business partner's proposed payment method. Header Quote Reference The reference to the quotation number of another application. Opportunity The reference to the opportunity from which the
sales quotation was generated. Status The status of the sales quotation. Sales Office A department that is identified in the company business model
to manage the business partner's sales relations. The sales office is used to
identify the locations that are responsible for the organization's sales
activities. Default value When you enter a sales quotation, LN retrieves the sales
office from the Sold-to Business Partner (tccom4110s000) session. This value can be changed. If no sales office
is found in the Sold-to Business Partner (tccom4110s000) session, LN searches the Sales User Profiles (tdsls0139m000) session. If no sales office is found in the Sales User Profiles (tdsls0139m000) session either, no sales office is defined. As a
result, LN cannot
retrieve a default sales office. Planned Delivery Date The default expected delivery date for the quoted items. Planned Receipt Date An anticipated receipt that corresponds to an open purchase
order or open production order. Note - If you enter the planned receipt date, LN calculates the planned
delivery date.
- The planned receipt date cannot be earlier than the planned
delivery date.
Expiry Date The final day on which the quotation is valid. The default expiration date for the quotation is
automatically calculated by adding the number of days specified in the Effectivity Period of Quotations field in the Sales Quotation Parameters (tdsls0100s100) session to the quotation date. Probability Percentage A percentage associated with a quotation that represents the
probability of the business partner accepting the quotation. Acceptance results
in the conversion of the quotation into a sales order. The default success percentage is zero. Business Partner The ship-to business partner to which you will send the goods if the quotation is converted
into a sales order. Ship-to Address The ship-to business partner's address code. Order Currency The currency in which the
quotation amounts are expressed. Order Amount The sales quotation's total order amount. Amount Including Tax The outcome of this field is the sum of the Order Amount and Tax Amount fields. Available Credit The value of this field is calculated as follows: The value of the Credit Limit field minus the sum of the following
fields in the Invoice-to Business Partner Balances (tccom4513m000) session: - Order Balance
- Balance Receivable
- Composed Invoice Balance
Financial Department The department that determines the financial company to which
the transaction must be posted and which is responsible for the tax declaration
in the tax country of the order. The financial company's home
country must be the tax country of the order. The financial department is an accounting office of the financial company. If the financial company of the administrative department has
a tax number in the tax country of the order, the financial department is the
same department as the administrative department. The financial department enables you to process financial
transactions for a quotation in another financial company than the financial
company of the sales office. Note - The financial department must have a tax ID in the tax
country.
- This field is only visible if the Use Tax Numbers of other Financial Companies check box is selected in the Tax Parameters (tctax0100m000) session.
Default value - This field is defaulted from the Sales Office field.
- This field retrieves the default financial data of its
financial company for the sales quotation.
Origin The origin of the sales quotation. Quotation Date The sales quotation's creation date. You can modify the default
date. Delivery Lead Time The relative delivery date determines the actual delivery date
of the sales order, that is, when a quotation is converted into an order. The
relative delivery date is entered as a number of calendar days. The sales order's delivery date is calculated as
follows:
Transfer date + relative delivery date of quotation If the relative delivery date is not filled, the delivery
date on the new order is filled with the expected delivery date of the
quotation. The relative delivery date in the quotation header serves as default for the quotation lines. Delivery Terms The agreement made with the business partner regarding the
delivery of goods. Reference A The first extra reference by which the order or request for
quotation can be identified. This reference is printed on various order
documents and lists. Reference B The second extra reference field that you can fill with extra
information. This reference is printed on the order documents and lists. Header Text If this check box is selected, header text exists for
the quotation. Footer Text If this check box is selected, footer text exists for
the quotation. Internal Sales Representative Your (inside) sales representative who is responsible for submitting a quotation for goods
to the business partner. If you convert the quotation to a sales order, you can
sort sales statistics data by sales representative. External Sales Representative Your (external) sales representative who is responsible for
maintaining contact with the sold-to business partner, mainly by visits. Address The first part of the address. Address 2 The second part of the address. Area The code of the area where the business partner is located. You
can use the area to sort sales statistics. Order Discount A percentage that applies to the net amount of each order line,
if no cost or service item is posted to that order line. The net amount is calculated as follows: Price * Quantity - Line discount Sales Price List sales price list. Prices and discounts can be
recorded for a group of business partners. The quotation's prices and discounts
can be determined by linking a price list to the quotation. Price List for Direct Delivery If any of the quotation lines is delivered directly to the customer from your supplier, you can
record special price agreements. BP Prices/Discounts The business partner that is used by LN to determine the
prices and discounts on the sales quotation. If this field is filled, LN first retrieves the
price and discount data that is linked to this business partner. If no price
and discount data is available, or if no business partner is specified in this
field, LN retrieves the
data that is linked to the sold-to business partner. Business Partner Texts The business partner that is entered in this field determines
what texts are printed on various quotation documents and lists. If this field
is filled, LN first
retrieves whatever text data is linked to this business partner. If there is no
text data, or no business partner is specified in this field, LN prints the texts
linked to the sold-to business partner, depending on which documents and lists
must be sent to which business partner. Contact The ship-to business partner's contact. Shipping Constraint The terms and conditions related to the shipment of goods. Default value The shipping constraint is defaulted from the Sold-to Business Partner (tccom4110s000) session. Note If the warehouse is WMS controlled, the Ship Line Complete, Ship Order Complete, and Ship Set Complete check boxes in the WMS Interface Parameters (whwmd2105m000) session determine whether you can select
the Ship Line Complete, Ship Order Complete, and/or Ship Set Complete value in this field. Route The route taken for the delivery of goods if the quotation is
converted into a sales order. Note Before you print picking lists, packing slips and
forwarding documents, you can select and sort sales orders by route. Carrier/LSP The carrier responsible for shipping the goods to the business
partner. You can print sales order data on a packing list for the forwarding
agent. Point of Title Passage The point at which the legal ownership changes. At this point,
the risk passes from the seller to the buyer. Business Partner The business partner to which you send invoices. This usually
represents a customer's accounts payable department. The definition includes
the default currency and exchange rate, invoicing method and frequency,
information about the customer's credit limit, the terms and method of payment,
and the related pay-by business partner. Address The invoice-to business partner's address. You can change this
data. Contact The invoice-to business partner's contact. Exchange Rate Type A way to group currency exchange rates. You can assign
different currency exchange rates to different invoice-to business partners
and/or to different types of transactions (purchase, sales, and so on). Rate Determiner The method to decide which date is used to determine the
exchange rates. During the composing process, all amounts in foreign
currencies are converted to the home currency, based on the determined exchange
rate. Defined Rate The conversion between the home currency and the currency that
is used on the quotation. | |