Specify Additional Item Details
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This page allows you to specify additional details related to the item. For an existing customer, the shipping details will be automatically populated in the page. In case of a prospective customer, the shipping details and the mode of advance payment can be specified.
Select the "Specify Additional Details" link at the bottom of the "Create Quotation" page.
The "Specify Additional Item Details" page appears.
The system populates the following details from the main page:
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Status |
The status of the quotation. |
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Quotation No. |
The unique number identifying the quotation. The system checks for the existence of the quotation number. For the given quotation number, the system retrieves the customer code, customer name, status and date. |
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Date |
The date on which the quotation was created. |
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Customer Code |
The code identifying the customer. For the given code, the system retrieves and displays the Inco term and freight term defined in the “Customer” business component. |
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Customer Name |
The name of the customer. |
Enter the following fields in the “Shipping Details” group box:
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Inco Term Code |
The code identifying the Inco term (Alphanumeric, 6). It refers to the Inco place of the customer’s Shipping ID. These are commercial terms used for freight. The system checks for the existence of the specified inco term and also checks for its validity from the “Category” business component. |
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Help facility available. |
The system displays the following field:
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Inco Term Desc. |
The textual description of the Inco term. The system retrieves the description pertaining to the specified inco term. |
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Zoom facility available. |
Enter the following detail:
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Freight Term Code |
The code identifying the terms according to which the payment of the freight charges is to be made (Alphanumeric, 6). The system checks for the existence of the specified freight term and also checks for its validity from the “Category” business component. |
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Help facility available. |
The system displays the following field:
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Freight Term Desc. |
The textual description of the freight term. The system retrieves the description pertaining to the specified freight term. |
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Zoom facility available. |
Enter the following fields:
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Shipment Mode |
Use the drop-down list box to select the mode of shipment of goods to delivery area specified by the customer. You can select from “Air”, “Truck”, “Rail” or “Ship”. The system displays “Blank” by default on launch of the page. The values are populated from “Category” business component and the system loads “Blank” as one of the values. |
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Probability Factor |
The chances of the quotation being converted into a sale order (Integer). The value of the probability factor can be between less than or equal to one and greater than or equal to zero. The system checks if the probability factor is less than one. |
Enter the following fields in the “Advance Details” group box:
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Flat Advance |
The mode of advance payment will be flat rate (Integer). The vendor specifies a flat amount to be paid as advance for the goods ordered in the quotation. |
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Zoom facility available. |
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Percentage Of Order Value |
A percentage of the order value is paid as advance amount (Integer). If this field is specified, then the system ensures that the value is not greater than 100. |
Click the “Specify Additional Details” pushbutton to specify the additional details for the document as a whole.
The system saves the quotation number and its associated details.
To proceed, carry out the following
Select the “Specify Schedule” link at the bottom of the page to specify schedule details.
