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 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:
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:
Tabs This session includes 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 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:
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.
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