Generate Sales Quotations for Project (tipcs2240m000)
Use this session to generate sales quotations in Sales on the basis of a budget drawn up for a project. As a result you can submit a quotation to a customer, based on budget data.
Field Information
- Budget
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A budget is a project of the type budget.
- Sold-to Business Partner
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The business partner that orders goods and/or services from your organization. This usually represents a customer's purchase department.
- Sales Office
- Order Type
- Sales Quotation
- Quotation Date
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The sales quotation's creation date.
You can modify the date as long as no quotation lines are present.
- Completion Date
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The completion date, which must be greater than or equal to the quotation date.
- Expiry Date
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The final day on which the quotation is valid.
Default value
The default expiry date for the quotation is automatically calculated by adding the number of days specified in the Effectivity Period field of the Sales Quotation Parameters (tdsls0100s100) session to the quotation date.
This date must be greater than or equal to the completion date of the quotation.
- Reference A
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reference A
- Reference B
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reference B
- Success Factor
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The default success percentage is zero.
- Order Discount
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The discount percentage when LN determines the total quotation amount. For example, if the sales price is $50 and the quantity is 100 and the order discount percentage is 15%, the net amount must be part of the quotation amount: 50 x 100 x (100-15)/100 = 50 x 100 x 0.85 = 4250 dollars
- Quotation Currency
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The currency in which the quotation is expressed.
As default, LN enters the currency in the Business Partners (tccom4500m000) session. If the quotation currency is empty, LN takes the currency defined for the company.
- Quotation Amount
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LN calculates the quotation amount by multiplying the budget part quantity with the part's sales price that is defined in the Sales Price field of the Items - Sales (tdisa0501m000) details session.
You can change the quotation amount manually, for example, to round it off. As a result, the variance between the original quotation amount and the quotation amount that you entered manually is automatically divided over the various quotation lines.
Example
Item Qty Sales price Amount Office chair A 5 400 2000 Office chair B 1 500 500 The total amount is £ 2,500
The quotation amount is changed to £ 3,000. The sales quotation lines then appear as follows:
Item Qty Sales price Amount Office chair A 5 480 2400 Office chair B 1 600 600 - Budgeted Costs
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The estimated total amount of the budget, which can also be viewed in the Standard Cost by Project (tipcs3560m000) session.
Note: The amount in this session can be different from the amount in the Standard Cost by Project (tipcs3560m000) session because of the exchange rate. - Currency
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The currency in which the budgeted costs are expressed.
- Gross Profit
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The gross profit percentage calculated by LN. If the gross profit percentage is based on the standard cost and the quotation amount is zero, the profit percentage is 999.99, otherwise the gross profit percentage is:
(Quotation amount - Budgeted costs) / Quotation amount * 100%
If the profit is based on the sales price and the budgeted costs are zero, the gross profit percentage is 999.99, otherwise the gross profit percentage is:
(Quotation amount- Budgeted costs) / Budget costs * 100%