Quotation Status Management

This document describes how to manage a quotation from the stage when the completed quotation is reviewed until it is closed or transferred to a project order.

Before you start

A project quotation must have been created in 'Project Quotation. Open' (POS100).

Follow these steps

The section below describes the activities in this process.

  1. Reviewing Quotation

    By using option 64=review in (POS100) you can set the quotation status to 20=ready for review.

  2. Approving Quotation

    By using option 65='Approve quotation' you can set the quotation status to 30=approved.

  3. Printing Quotation

    By using option 6=print you can print the quotation and the quotation status is set to 40=printed.

  4. Entering Reply

    You enter the quotation reply – positive or negative – for each customer. You can also enter:

    • Reason for acceptance/rejection
    • Competitor that was accepted
    • Date order was rejected

    Quotations that are not processed further are assigned status 99=cancelled. Status 95=postponed indicates that the customer has not decided and will reply later.

  5. Transferring to Project Order

    An accepted quotation can be transferred to a project order. The customer automatically becomes a partner, of the type Customer. You can include any of the following information in the transfer:

    • Costing transfer to project budget
    • Checklists
    • Product configurations
    • Project information
    • Scheduling.

    The following processing is done when the quotation structure is copied:

    • Elements flagged as both quotation and project elements are copied.
    • Elements flagged as only quotation elements are not copied.
    • Elements flagged as only project elements are copied, even though they are not displayed in the quotation project structure.
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