Creating a Quotation

Use this process to create the quotation header.

  1. From the My Quotations > Search tab, click the 'New quotation' button.
    Note: Quotations can also be created from the following tabs:

    The program 'Quotation. Create' (QUS090) opens up.

    The salesperson will default from the user who is logged on to the solution.

    The sales manager will default to the relationship defined by the connected salesperson. For further details on Quotation Order Types, see Quotation Order Types.

  2. Enter a brief description of the quotation, a default can be defined within the F13 Settings.
  3. Enter valid from and to dates. The dates can be defaulted from the quotation type.

    These dates are used used to determine when the quote is valid. They are also used to check that information such as maintenance agreements are valid within the date range of the quotation. in a number of different ways.

  4. Enter a customer. This can be a valid customer at status 20.

    If it is a a temporary customer group, it creates a temporary customer in CRS610.

  5. Enter the date that the equipment has been requested to be delivered to the customer. The requested delivery date can be defaulted from the quotation type. This is used as a default when certain information such as spare parts are linked to the quotation.
  6. Optionally, you can connect the quotation to a related quotation group or a quotation group.
  7. If required, enter the details of the product, including the serial number details, if required.

    Entering details here will automatically create a quotation line for that equipment.

    Note: Alternatively, these fields can be left blank and created at a later stage.

    Item number may also be displayed depending on the settings in 'Settings - Quotation' (CRS732).

  8. If required, enter the industrial application. This is used for searching for financing records or promotions.
  9. If required, enter the Environment. This is used for searching for financing records or promotions.
  10. Enter the order quantity. If you enter a quantity greater than one, then a matching number of sales order lines will be created.

    The main facility and warehouse for the division will be defaulted but may be changed. If QUS090 has been called via Search and connect, the facility and warehouse will be set and protected.

  11. Click Next to save the record and return back to My Quotations tab. Click Refresh to display the newly created record.