Sales Quotations (tdsls1500m100)

	Sales Quotations (tdsls1500m100) Use this session to view the sales quotations that are displayed based on the filter settings in the Sales Quotes (tdsls8310m000) session. When you double-click a line or click New, the Sales Quotation (tdsls1600m000) session is started. Expiry Past Due The number of days after whichthe sales quotation expires. Note If a negative value is displayed, the sales quotation is already expired and the number of days after the expiry date is displayed. If the quotation status is set to Processed, no value is specified in this field. Quotation The number that identifies the sales quotation. Sold-to Business Partner The business partner who orders goods or services from your organization, who owns the configurations you maintain, or for whom you perform a project. Usually a customer's purchase department. The agreement with the sold-to business partner can include: Default price and discount agreements Sales order defaults Delivery terms The related ship-to and invoice-to business partner You cannot change this field if you entered quotation lines for this sales 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. Status The status of the sales quotation. Allowed values Quotation Status Quotation Date The sales quotation's creation date. You can modify the default date. Note This field cannot be modified if quotation lines are present. 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 field in the Sales Quotation Parameters (tdsls0100s100) session to the quotation date. 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. Workflow Status The status that is applicable if the business object requires authorization approval using ION Workflow. When you perform a change that requires authorization, a checked-out version is automatically created for the business object. The changes you submit are only effective after approval/check-in. You can also undo your changes, or recall your submitted changes. Checked-out and checked-in objects are displayed in the Checked-out Objects (ttocm9599m000) session. From the appropriate menu of this session, select Workflow and execute the required action for the business object. Allowed values If the business object is checked out, this field displays an Object status. If the business object is checked in, this field displays an Approval status. If a description is specified for the object type in the Workflow Information Fields (ttocm0106m000) session (which is displayed as a tab in the Object Types (ttocm0102m000) session), regardless if the object is checked in or out, this field always displays the value of the appropriate Description field. Note For more information on setting up and using ION Workflow for business objects in LN, refer to the Infor LN Integration Guide for Infor ION Workflows and Monitors at Infor Xtreme. Related topics Document authorization using ION Workflow 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. Related topics Tax registration in a foreign country 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 Origin The origin of the sales quotation. Allowed values Manual Phone Fax Mail Opportunity Service CRM For more information, refer to Origin of Sales Document. 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. 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. Customer RFQ Number The request for quotation number of the sold-to business partner. This number is included on various quotation documents and lists. 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. Budget 1) A commercial cost estimate in the preproduction stage of projects. 2) A plan that includes an estimate of future costs and revenues related to expected activities. This field serves as a default for the Budget field in the Sales Quotation Lines (tdsls1501m000) session. Related topics Project pegging in Sales 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. External Sales Representative Your (external) sales representative who is responsible for maintaining contact with the sold-to business partner, mainly by visits. Contact The ship-to business partner's contact. Full Name The contact's full name. Phone Your contact's telephone number. Sold-to Address The sold-to business partner's address code. Address The first part of the address. City The name of the city. Line of Business The business partner's line of business. You can use the line of business code to sort sales statistics. Area The code of the area where the business partner is located. You can use the area to sort sales statistics. Order Amount The sales quotation's total order amount. Currency The currency used for the initial transactions with the business partner, such as for request for quotations and sales quotations. On invoices, LN uses the default currency you specify for the invoice-to business partner and invoice-from business partner roles. Related topics Currencies - overview 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 The currency in which the available credit and the credit limit are expressed. Credit Limit The maximum financial risk that you accept or are insured against concerning an invoice-to business partner, or that an invoice-from business partner accepts concerning you. When you create orders, LN continually checks that the total amount of created and invoiced orders does not exceed the credit limit. When you exceed the limit, LN gives a warning message. 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 Default value LN takes the default value from the order discount assigned to the business partner in the Business Partner (tccom4100s000) session. 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. Default value LN takes the default value from the price list assigned to the business partner in the Business Partner (tccom4100s000) session. The price list must be defined in the Price Lists (tcmcs0134m000) session. 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. Default value LN takes the default value from the price agreement recorded in the Price List for Direct Delivery field of the Sold-to Business Partner (tccom4110s000) session. 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. Ship-to Business Partner The ship-to business partner to which you will send the goods if the quotation is converted into a sales order. Address The ship-to business partner's address code. Contact The ship-to business partner's contact. 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. Shipping Constraint The terms and conditions related to the shipment of goods. Allowed values Shipping Constraint 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. Related topics Infor Warehouse Management Module parameter settings 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. Delivery Terms The agreement made with the business partner regarding the delivery of goods. Related topics Delivery terms Point of Title Passage The point at which the legal ownership changes. At this point, the risk passes from the seller to the buyer. Related topics Delivery terms Invoice-to 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). Related topics Using currency exchange rate types 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. Allowed values Currency Rate Determiner Related topics Rate determiners in Sales Rate/Rate Factor The sales rate assigned to the currency in the Currency Rates (tcmcs0108m000) session. You can change this data if the quotation currency is not equal to the home currency. If the two are the same, the currency exchange rate is one. Rate/Rate Factor The rate factor assigned to the currency in the Currency Rates (tcmcs0108m000) session. Defined Rate The conversion between the home currency and the currency that is used on the quotation. 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 who 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. Related topics Defining tax exceptions Invoice for Freight If this check box is selected, the invoice-to business partner is invoiced for the freight costs you make. Related topics Integration freight invoicing and sales invoicing 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. Related topics Integration freight invoicing and sales invoicing Pay-by Business Partner The business partner from whom 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. Address The pay-by business partner's address. 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. You can view the opportunity in the Opportunity (tdsmi1610m000) session. Note This field is only filled if a quotation is generated from an opportunity. If you link a quotation to an opportunity in the References by Opportunity (tdsmi1115m000) session, this field remains empty. Related topics CRM – functionality Include Processed Quotations Also displays quotation lines that are linked to a quotation header with the Status Processed. Else, the quotation lines for Processed quotation headers are not displayed.