Creating a quotation

'Quotation. Create' (QUS090) opens.

The default salesperson is retrieved from the user who is logged on to the solution. The default sales manager is retrieved from the relationship defined by the connected salesperson. See Defining quotation order types.

You can use the default values from the quotation type. These dates are used to determine when the quotation is valid. These dates are also used to check that information such as maintenance agreements is valid within the date range of the quotation in many different ways.

The customer can be a valid customer with the status 20. If the customer belongs to a temporary customer group, then a temporary customer is created in 'Customer. Open' (CRS610).

You can use the default value from the quotation type. This value is used as a default value if certain information, such as spare parts, is linked to the quotation.

If you specify details, then a quotation line is automatically created for this equipment.

You can leave these fields blank and fill them at a later stage. The item number may be displayed, depending on the settings defined in 'Settings - Quotations' (CRS732).

This information is used to search for financing records or promotions.

If you specify a quantity greater than one, then the matching number of sales order lines is created.

You can modify the default main facility and warehouse for the division. If you have accessed 'Quotation. Create' (QUS090) from the Search and Connect feature, then the facility and warehouse are set and protected.