Sales Quotes Setup
This slide shows a suggested sequence for setting up data for sales quotes, ensuring that prerequisite data is defined before it is needed. Most of the data required for sales quotes is the same as for sales orders and was already described in
Sales Order Setup.
This section cover data unique to sales quotes:
• Sales Quote Control
• Reason Codes Maintenance
Sales Quote Control
Use Sales Quote Control to set defaults for the way sales quotes are entered and what appears on them.
Quote Prefix and Next Quote:
When the system generates a sales quote, a prefix of up to three characters is used. A new number is created by combining the prefix with the Next Quote number
Note: Sales quotes and sales orders are often numbered differently to reduce confusion.
Are Quotes Printed?
Set to Yes if you want to print quotes. This field sets the default print setting in Sales Quote Maintenance.
• This field can be changed manually for a specific sales quote in Sales Quote Maintenance
• Only sales quotes with the print field set to Yes are printed by Sales Quote Print
Days Until Expire
If quotes normally expire within a certain time limit, set the number of days in the Days Until Expire field.
Company Address
Specify the company address that you typically want to appear on printed sales quote documents. The company address can be defined in Company Address Maintenance and reference a business relation for address details.
The forms are designed to print your company name and address in the top left corner so you can print all formal documents on blank paper.
To print on paper preprinted with your company name and address, suppress address printing by setting this field to blank.
F.O.B
Is the normal Free On Board (FOB) terms for sales order shipments
• Validated against predefined values entered in Generalized Codes Maintenance, if any
• Sets the default FOB for new sales quotes and can be changed manually during quote entry
• Prints on formal printed quotes and is passed to the sales order when a quote is released
• Is for your information only
Calculate Freight by Site
Useful when different line items ship from different sites.
Price Table Required
If you want to require a price list to use when creating quotes, set this field to Yes. You can enter only the items from an existing price list and only if the price list, item, unit of measure, and currency match.
Vary Pricing Date by QO Line
Specify whether the pricing date and credit terms interest can be modified in the pricing pop-up window when you enter sales quote line items in Sales Quote Maintenance.
Yes: The Pricing Date and Credit Terms Int fields default from the header and can be modified for each line.
No: These two fields cannot be modified on individual lines. When you update one of the header fields, the system automatically updates all lines to match the header value.
The pricing date determines the effective date to use in determining applicable prices for the line item. The setting of QO Default Pricing Date in Pricing Control determines the default price effective date for a sales order header. The date can be the quote date, required date, promise date, or due date.
Price lists can include effective dates, letting you phase in price changes based on the pricing date specified on the quote. When you modify the original pricing date on an order line, repricing functions use the new date in determining effective price lists
