Sales Quotes (tdsls8310m000)

Use this session to view, specify, and maintain sales quotations and quotation lines.

This session enables internal sales representatives to only view the sales quotation lines that require 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:

  • General Filter
    By Sales Office, Internal Sales Representative, Sold-to Business Partner, or by a combination of these fields.
  • Process Filter
    By processing status.
  • Date Filter
    By expiry date.
Graph

When you select a quotation line, for the total number of quotation lines that are processed for the sold-to business partner, the win and lost ratio is displayed in a graph in the Win/Loss Ratio group.

Example:

ItemAAA
Sold-to BP001
Number of processed lines10
Confirmed and converted lines7
Lost and canceled lines3
Win/Loss Ratio70% Won, 30% Lost

 

Tabs

This session includes these tabs:

Related topics

 

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

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
Quotation Lines

The total number of quotation lines that are displayed, based on the General filter.

Process
Approve

If this check box is selected, quotation lines that are ready for approval and the count of the lines are displayed.

Click Approve to activate or deactivate this filter.

Print

If this check box is selected, quotation lines that are ready to be printed and the count of the lines are displayed.

Click Print to activate or deactivate this filter.

Expiry Date
Expiry Beyond 7 Days

If this check box is selected, quotation lines that will expire after the next seven days and the count of the lines are displayed.

Click Expiry Beyond 7 Days to activate or deactivate this filter.

Expiry 1-7 Days

If this check box is selected, quotation lines that will expire within the next seven days and the count of the lines are displayed.

Click Expiry 1-7 Days to activate or deactivate this filter.

Expiry Today

If this check box is selected, quotation lines that will expire today and the count of the lines are displayed.

Click Expiry Today to activate or deactivate this filter.

Past Expiry

If this check box is selected, quotation lines that are expired and the count of the lines are displayed.

Click Past Expiry to activate or deactivate this filter.

Win/Loss Ratio

See Graph.