Quote order type

When you and a customer verbally agree on prices for certain products, you can create a Quote Order (QU) as a record of these prices.

QUs are entered in Sales Order Entry. You can enter substitutes and upgrades established in Product Extended Product Cross Reference Setup on QUs. Product surcharges, if applicable, are also included on quotes. You can also enter restricted products that require a restriction override to be included on the order. If you convert the quote to an order in Sales Order Entry, the product restriction overrides specified on the quote are copied to the order. The new order should not generate product restriction errors unless a product restriction record that applies to the order was created or changed after the quote was created.

You can enter QUs for a customer set up as a cash only customer in Customer Setup. You cannot copy the order to another order type until the customer status as a cash only customer is changed.

QUs do not update Customer, General Ledger, or Product records because they are not true orders. You must convert a QU to a stock order (SO) before any record updates occur.

Quote orders can be printed for your customer in Sales Order Entry-Printing or Sales Entry Processing Acknowledgments Report. Use Sales Entry Quote Print Report to print Quote Orders (QU) for a range of customers, ship tos, order numbers, warehouses, or entered dates. If you are using Infor Document Management or a third-party forms printing application to generate quote forms, you must print the form from Sales Order Entry-Printing or Sales Entry Processing Acknowledgments Report only.

The Lost Business Reason window is displayed every time you add or change a QU. Generally, you do not specify a lost business reason when you are adding a QU unless you are adding the QU after the business was lost. If you do specify a lost business reason when adding a QU, this reason is the default at the line level.

If you send an existing QU to lost business, you must manually specify a lost business reason for each line. The lost business reason for the order is not automatically applied to the lines. It is important to specify this information. Through report analysis, the lost business reason specified at the line level code can pinpoint areas for improvement.

After a QU is sent to lost business, you can not change it. You can copy the quote to a new QU or SO using the Copy function in Sales Order Entry.

Note: Any QU lines that are marked as Special retain that designation when converted to a SO. This is true even if the line type of Special was assigned when the product is an Order-As-Needed item in one warehouse and the warehouse is changed after the copy. You must manually change the Special line type designation on the SO.