Defining quotation order types

Order types control several attributes associated with a quotation.

  1. Open 'Quotation Type. Open' (QUS020).
  2. In the Quotation type field, specify the new order type and click Create.
  3. In the Details section, specify this information:
    Description
    Name
    Specify a brief description of the order type and, optionally, a name.
    CO type
    Specify a type for the sales customer order.

    This information is used by default on the quotation header, but can be changed when the quotation header is edited. The customer order type is defined in 'CO Type. Open' (OIS010).

    Quote no series
    Specify the quotation numbering series.
    Maint agr ser
    Define the numbering series of the maintenance agreement.

    This information is used when the quotation is released and a maintenance agreement is created in 'Maint Agrmnt. Open' (COS410).

    Private
    To restrict the quotation to the users specified by the responsible person, to the salesperson, and to the sales manager specified on the quotation header, select this check box. In this case, the quotation is available in the list of quotations only to users in the specified group. This information provides an additional level of security and control.
    Validity period
    Delivery period
    These fields are used for calculating the default validity date and the default requested delivery date on a quotation.
    Retr equipm txt
    PO line text
    These fields are used to retrieve text from the equipment master record in 'Equipment/Serialized Item. Open' (MMS240) and the purchase order line in 'Purchase Order. Open Lines' (PPS201). This information is copied to the quotation.
    Days pr expire
    You can specify the number of days before the expiry date of the quotation and during which reminders are sent to the sales executives to follow up on the quotation. To generate these messages, run 'Quotation Status. Update' (QUS920).
    Direct delivery
    This field is used to support a customer sale with direct delivery from the supplier.
    Purchase quotation
    This field indicates if the EQM quotation is used for purchase instead of sales.

    If the purchase quotation parameter is defined, you can edit the displayed fields Purchase order type, Internal customer and Default supplier.

  4. Optionally, in the Financing and Trade-in sections, specify the parameters related to trade-ins and financing.

    If the quotation must be approved, then the status remains at 20 and must be approved before it can move on in its cycle.

    Quote approval controls if the quotation approval must be carried out at the header level and at the individual line levels. If the quotation is set at the header level, then you can continue selecting the additional parameters.

  5. If the quote approval parameter is defined, then you can define which records must be individually approved:
    1. To carry out a quotation approval or line approval, in the EQM Manager mashup, select Approval.
      Control of approval is defined in 'Settings - Quotation Permissions' (QUS155).
    2. Specify the records that must be approved individually:
      • Product
      • Item (parts)
      • Warranty
      • Configuration service
      • Commissioning service
      • Maintenance agreement
      • Financing
      • Promotion
      • Miscellaneous costs
      • Trade-in
  6. To save the record, click Next.