Defining quotation order types

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

The field indicates the number of days a quotation is valid. Use this field to calculate a default Valid to date when you enter a new quotation.

Delivery period

These fields are used for calculating the default validity date and the default requested delivery date on a quotation.

Retr equipm txt

Select the check box to transfer the text for each equipment or serialized item to the quotation line.

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.

Update name

This field indicates if you can edit the item name for a quotation line.

Calculate VAT

This field indicates if VAT or sales tax is automatically calculated in EQM.

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.