Creating and processing a quote

  1. Select LN Menu > Service > Quotes > Quotes. The Quotes (tsepp1100m000) session is displayed.
  2. Click New. The Quote (tsepp1100m100) session is displayed.
  3. Select the order type in the Related Order field. Infor LN creates the corresponding order when the quote is processed, and the order number is populated in the Order Number field adjacent to the Related Order field.
  4. Specify the Quote details.
  5. Click Save. The quote status is set to Free.
  6. Create the quote lines for the quote in the Quote Lines (tsepp1110m000) session, displayed as a satellite session.
  7. Create the cost lines for the quote in the Quote Cost Lines (tsepp1120m000), displayed as a satellite session.
  8. Select Actions > Approve. The status of the quote and the related lines is updated to Approved.
  9. Select Actions > Print > Quote Documents. The Print Quote Documents (tsepp1400m000) session is displayed wherein you must:
    • Set the Print What field to External Documents.
    • Click Print. The documents are printed and the status of the quote and the related lines is updated to Printed.
  10. Select Actions > Accept. The status of the quote and the related lines is updated to Accepted.
  11. Select Actions > Process. The status of the quote and the related lines is updated to Processed. The order is generated based on the value set in the Related Order field.
    Note: The status of a quote with the Printed status can also be updated to:
    • Canceled, using the Cancel option when the quote is canceled by the user who creates the Quote. A canceled quote can be re-opened, or you can create a new revision for the quote.
    • Negotiating, using the Negotiating option when the Quote is being negotiated with the customer.
    • Rejected, using the Rejected option when the proposed Quote is rejected by the customer.
    • Lost, using the Lost option when the customer selects another supplier.