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.
Note: 
  • 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 New button, the Sales Quotation (tdsls1600m000) session is started.

Field Information

General
Sales Office

sales office

Internal Sales Representative

sales representative

Sold-to Business Partner

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 Approve 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.

Print

If a check mark is displayed, quotation lines that are ready to be printed are displayed.

Click Print to activate or deactivate this filter.

Expiry Date
Past Expiry

If a check mark is displayed, quotation lines that are expired are displayed.

Click Past Expiry to activate or deactivate this filter.

Expiry Today

If a check mark is displayed, quotation lines that will expire today are displayed.

Click Expiry Today 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 Expiry 1-7 Days 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 Expiry Beyond 7 Days 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
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