Enter Quotation Reply

This document describes how to enter replies to project quotations. In addition to stating whether the quotation is accepted, the reply can include:

  • Reason for acceptance or rejection
  • The competitor whose quotation was accepted
  • The date of the decision
  • The amount of the competing quotation.

Before you start

  • The quotation must have status 30=approved.

Follow these steps

  1. Open 'Project Quotation. Open' (POS092), which will display (POS100/B21).

  2. Select option 62=Customer/quotation to go to 'Project Quotation. Connect Customers' (POS106/B1).

  3. In (POS106/B1) select either option 21=Accepted, or option 22=Not accepted for the appropriate customer or prospect. The customer/prospect is assigned status 60 or 90, respectively. Only one customer/prospect can accept the quotation. Other customers are automatically assigned status 90.If you do not want to specify the reason why the quotation was accepted or not accepted, go to step 6.

  4. To specify a quotation reply, select option 20=Quotation replies to go to 'Project Quotation. Connect Quotation Cause' (POS260).

  5. In (POS260) create or select the correct reason code. Press Enter and then press Exit. If the quotation is accepted, then go to step 8.

  6. If you wish to specify the date the order was lost, select option ‘Open’ for the customer/prospect. If you do not wish to specify the date the order was lost, go to step 8.

  7. On the E panel, enter the date and, if available, the amount of the competing quotation. Press Enter.

  8. Press Exit.

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