Once the customer agrees to purchase the items at the quoted price, then you can copy the quotation to a sales order. This functionality is built into the quotation entry process and can be used to immediately copy the quotation to a sales order. The following also details how to immediately prompt the sales order maintenance routine after the copy is complete.
Prerequisites
The quotation must be of Type 1.
- Select the Work with sales quotations menu item.
- You access Sales quotation maintenance. Enter the quotation number of the quotation you wish to copy and click OK.
- You access Quotation line entry. Click Copy to SO.
- You access Sales quotation maintenance. Within it, the Copy to sales order selection window is displayed. Tip: You can also directly access this window by clicking Copy last quote to sales order from the initial panel if the last quotation number is displayed on the initial panel.
- Order type
- Enter the sales order type you wish to attribute to this new sales order.
- If an order type was entered on the initial panel then it is defaulted to this field.
- If an order type was not defined on the initial panel then the system will default the sales order type that was assigned to your employee id (in Work with IBS user profiles).
- Customer number
- The system defaults the customer number attributed to the quotation.
- Handled by
- The system defaults your employee id.
- Warehouse
- If you leave the field blank, the system will retrieve the default warehouse from the Business partner file.
- Get new prices
- The default is NO. The system retrieves the price from the quotation you are copying. If you set this field to YES the system automatically retrieves the valid sales price. See About working with pricing on a sales order and View sales pricing information for more information).
- Calculate disp date
- The default is NO. Note: If you leave this setting, and the target order type indicates an availability check and there is insufficient stock, the system will prompt the user to enter the dispatch date on the Sales order copy control panel. In all other situations, the dispatch date is set to today’s date. If you set this field to YES the system will calculate the earliest possible dispatch date.
- Maintain new order
- The default is YES. This will immediately prompt the sales order maintenance routine once the quotation has been copied. For the purpose of this example, leave this setting. (Note: If you set this field to NO, the sales order will be created but the system will not prompt sales order maintenance. Instead you must first find the sales order number created for the copied quotation by using the Sales order enquiry. You must then manually select the Work with sales orders menu item to maintain the new sales order.)
- You access Work with sales orders, order lines. For more information about the sales order entry process, see About sales order entry.
On this panel you enter the Copy to parameters for the sales order. The following fields are mandatory:
The following fields are defaulted by the system:
Click OK.
Click Back to exit.