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:
General Filter
By Sales Office, Internal Sales Representative, Sold-to Business Partner, or by a combination of these fields.Process Filter
By processing status.Expiry Date Filter
By expiry date.
- The check marks next to the filter options indicate the filters that are activated.
- The count fields display the number of lines for the filter. This number is displayed irrespective of the activation of the filter.
Tabs
The quotations and quotation lines that match the activated filters are displayed on these tabs:
Results
Refers to the Sales Quotation Results (tdsls1101m200) session. When you double-click a line, the Sales Quotation Results (tdsls1101s100) session is started.Quotation Lines
Refers to the Sales Quotation Lines (tdsls1501m300) session. When you double-click a line, the Sales Quotation Lines (tdsls1501m000) session is started.Sales Quotations
Refers to the Sales Quotations (tdsls1500m100) session. When you double-click a line or click the button, the Sales Quotation (tdsls1600m000) session is started.
Field Information
- General
-
- Sales Office
- Internal Sales Representative
- Sold-to Business Partner
- 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
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.
-
If a check mark is displayed, quotation lines that are ready to be printed are displayed.
Click
to activate or deactivate this filter.
- Expiry Date
-
- Past Expiry
-
If a check mark is displayed, quotation lines that are expired are displayed.
Click
to activate or deactivate this filter. - Expiry Today
-
If a check mark is displayed, quotation lines that will expire today are displayed.
Click
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
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
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
Item AAA Sold-to BP 001 Number of processed lines 10 Confirmed and converted lines 7 Lost and canceled lines 3 Win/Loss Ratio 70% Won, 30% Lost