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.
Sales Quotes (tdsls8310m000)Use this session to filter the sales quotations and quotation lines that require an internal sales representative's attention and to execute the appropriate actions on the lines. For example, quotation lines that are about to expire, for which responses are yet to be received, or for which results must still be specified. Filters You can use these filters to display the appropriate selection of quotations and quotation lines:
Note
Tabs The quotations and quotation lines that match the activated filters are displayed on these tabs:
General 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. Internal Sales Representative An employee of your company who maintains contact with the
sold-to business partner. The employee number of the sales representative is
also used as a sorting criterion in the sales statistics. 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:
Quotation Lines The total number of quotation lines that are displayed, based on the General filter. Process Approve If a check mark is displayed, quotation
lines that are ready for approval are displayed. Click Approve to activate or deactivate this filter. Count The count of the lines for the filter, which is displayed
irrespective of the activation of the filter. Print If a check mark is displayed, quotation
lines that are ready to be printed are displayed. Click Print to activate or deactivate this filter. Expiry Date Past Expiry If a check mark is displayed, quotation
lines that are expired are displayed. Click Past Expiry to activate or deactivate this filter. Expiry Today If a check mark is displayed, quotation
lines that will expire today are displayed. Click Expiry Today to activate or deactivate this filter. Expiry 1-7 Days If a check mark is displayed, quotation
lines that will expire within the next seven days are displayed. Click Expiry 1-7 Days to activate or deactivate this filter. Expiry Beyond 7 Days If a check mark is displayed, quotation
lines that will expire after the next seven days are displayed. Click Expiry Beyond 7 Days to activate or deactivate this filter. Win/Loss Ratio This graph displays the win and lost ratio for the total number
of quotation lines that are processed for the sold-to business partner. The
graph is displayed when you select a quotation line. Example
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