Edit Quotation Details

This page allows you to modify the details of the selected quotation that is in “Draft”, “Fresh” or “Returned” status. All the details except the quotation number can be changed. Modifications to the customer, item and price details can be done using this page. The price of the ordered item can be calculated in this page. The ATP information indicates the availability of stock on the promised date, to meet the ordered quantity. It also checks for the stock availability, taking into consideration, the stock on date. Based on the result of the ATP, the “ATP” status and the ATP Quantity are displayed in the multiline.

This page also allows you to delete the selected quotation. The status of the deleted quotation is updated to “Deleted”. You cannot use the quotation that has been deleted. The system stores the login user ID and the system date along with the modified details.

Select the "Edit Quotation Details" link at the bottom of “Select Quotation" page.

The "Edit Quotation Details" page appears.

The system displays the following details:

Work Flow Status

The workflow status of the sales quotation.

Note: The field “Work Flow Status” is visible only when “Workflow Parameter” is set as “Yes” in the “Company Parameter Setup” component for sales quotation.

Status	The status of the quotation. It can be "Fresh", "Draft" or “Returned”.
Quotation No.	The unique number identifying the quotation. The system checks for the existence of the quotation number. If the number exists then the system retrieves the details of the selected quotation.
Date	The date on which the quotation was created.

Modify the following fields in the “Ref. Doc. Details” group box, if required:

Ref. Doc. Type	Use the drop-down list box to select the type of reference document. You can select from “RFQ”, “Quotation” or “None”. The system checks for the existence of reference document number and it also verifies if the reference document is not in the "Deleted" or "Cancelled" status. If so, an error message is displayed. It also checks if the reference document type selected and the numbering type in the document number matches each other.
Doc. No.	The number identifying the reference document (Alphanumeric, 18).
	Press <Enter> key.
	The system retrieves the reference document details.
	Help facility available.

Modify the following fields in the “Customer Details” group box, if required:

Customer Type	Use the drop-down list box to select the type of the customer Mandatory. You can select from “Existing”, “Prospect” or “All”. The system checks for the type of customer. It ensures that if it is “Existing” then the code should be of an existing customer and should not be null. If it is a “Prospect” type then it ensures that the customer code entered is also a prospect code and the customer name is not null.
Customer Code	The code identifying the customer (Alphanumeric, 18). The system checks for the existence of customer code and its status in the “Customer” business component. The system ensures that the code is not left blank. If the status of the customer code is set to “Inactive” or “Deleted” then the system throws an error message.
	Press <Enter> key.
	The system retrieves the customer name, ship to customer, ship to address ID and customer address details based on the code entered.
	Help facility available.

The system displays the following detail:

Prospect Code

The code identifying the prospective customer.

Modify the following field details, if required:

Customer Name	The name of the customer (Alphanumeric, 60) Mandatory.
	Zoom facility available.
Customer Address Id.	The address ID of the customer (Alphanumeric, 6). The system checks for the existence of the ID for the given customer code. Or else, it displays an error message.
	Press <Enter> key.
	The system displays customer address line 1, address line 2, address line 3, country, state, country, zip, phone, Email, fax, contact person, Url based on the address ID entered.
	Help facility available.
Address Line 1	The first address line of the customer (Alphanumeric, 40) Mandatory. This field should not be left blank if the type of the customer selected is "Prospect".
	Zoom facility available.
Address Line 2	The second address line of the customer (Alphanumeric, 40).
	Zoom facility available.
Address Line 3	The third address line of the customer (Alphanumeric, 40).
	Zoom facility available.
City	The name of the city in which the customer resides (Alphanumeric, 40) Mandatory. This field should not be left blank if the type of the customer selected is "Prospect".
State	The name of the state in which the customer is located (Alphanumeric, 40) Mandatory.
Country	The name of the country to which the state belongs (Alphanumeric, 40) Mandatory. This field should not be left blank if the type of the customer selected is "Prospect".
Zip	The zip code applicable to the address (Alphanumeric, 20) Mandatory.
Phone 1	The telephone number of the customer (Alphanumeric, 18) Mandatory.
Phone 2	The second telephone number of the customer, where the customer has more than one telephone line (Alphanumeric, 18).
Fax	The fax number of the customer (Alphanumeric, 40) Mandatory.
E-mail	The E-Mail ID of the customer (Alphanumeric, 60).
	Zoom facility available.
URL	The website address of the customer (Alphanumeric, 50).
	Zoom facility available.
Sales Person Code	The code identifying the salesperson (Alphanumeric, 6). The system checks for the validity of the salesperson code from “Sales Person” business component.
	Help facility available.

The system displays the following field detail:

Sales Person Name

The name of the salesperson.

Modify the following detail, if required:

Sales Channel

Use the drop-down list box to select the sales channel to which the salesperson is linked. The values are populated from the “Category” business component. The system displays “Blank” by default on launch of the page in alphabetical order.

The system displays the following field:

Map Customer Product Code To Item Code

This check box is selected when the customer code has to be mapped to the item code. This mapping will be updated in the “Create Customer Item Details” link in the “Create Customer” activity of “Customer” business component.

Modify the appropriate field details in the “Price Details” group box, if required:

Currency	Use the drop-down list box to select the currency applicable to the quotation Mandatory. The values are populated from the “Organization Setup” business component.
	Press <Enter> Key.
	The system retrieves the value pertaining to the exchange rate between the base currency and selected currency.
Exchange Rate	The exchange rate applicable to the quotation currency (Integer) Mandatory. For the currency selected, the system retrieves the exchange rate, minimum limit and maximum limit from “Organization Setup” business component.

The system displays the following details:

Basic Value	The sum (Quoted Price). You can specify the Quoted Price in the multiline.
Total Tax	Sum of all the taxes charged on the items for the particular customer.
Total Charge	Sum of charges of the items for the particular customer.
Total Discount	Sum of all discounts charged on the items for the particular customer.
Total Value	Total of Item Basic Price+ Total Tax by item + total Charge by item + total discount by item + total tax by document + total charge by document + total discount by document.

Note: The Total tax will be the sum (Total Tax by Item & Document) specified in the TCD link. Similarly the Total Charge will be the sum (Total Charge by Item & Document) and Total Discount will be sum (Total discount by Item & Document).

Modify the following details, if required:

Quotation Valid Till

The date till which the quotation prepared is valid (Date Format) Mandatory.

The system displays the following detail:

Pay Term	The code identifying the payment term applicable for the quotation Mandatory. The system checks for the validity of the pay term code.
	Help facility available.

Modify the following fields in the “Item Details” multiline, if required:

Customer Product Code

The code identifying the customer to whom the items are mapped in the “Customer” business component (Alphanumeric, 32).

The system displays the following field:

Item Type

The type of item Mandatory. It can be “Item”, “Model” , “Kit” or “Service”.

Modify the following details, if required:

Item Code	The code identifying the item (Alphanumeric, 32) Mandatory. The system checks for the validity of the item from the “Item Administration” business component. It also verifies if the item is stocked in the warehouse specified from the “Stock Maintenance” business component.
	Press <Enter> key.
	The system retrieves item variant description and UOM based on the item code entered.
	Help facility available.
Variant Code	The code identifying the variant of the item (Alphanumeric, 8) Mandatory.

The system displays the following field:

Item Variant Desc.

The description of the item variant.

Modify the following details, if required:

Qty. Quoted	The quantity of item quoted by the customer in the quotation (Integer) Mandatory.
UOM	The unit of measurement of the quoted items (Alphanumeric, 15) Mandatory. The system checks for the validity of the UOM. The system displays the defaults UOM for the item code specified if the UOM field is left blank.
	Help facility available.
Ship To Customer	The code of the customer to whom the items are to be shipped (Alphanumeric, 18). If ship to customer is specified then the system checks for the validity of the ship to customer.
	Help facility available.
Ship To Address	The number identifying the customer address to which the items are to be shipped (Alphanumeric, 40).
	Help facility available.
Inco Place	The place from where the "Inco Term" is applicable (Alphanumeric, 40). The “Inco Term” is commercial terms used for freight. The “Inco” refers to the “International Commercial Terms”.
Lead Time	The time period between the actual arrival of purchase order from the customer and delivery of goods at the customer’s place (Integer).
Shipping Point	Use the drop-down list box to select the point from where the goods are shipped to the delivery area specified by the customer. The system populates all shipping organization unit mapped to the ordering organization unit in the drop-down list box. The system loads "Blank" as one of the values.
Warehouse Code	The code identifying the shipping location warehouse at which the specified quantity of the item is available (Alphanumeric, 10). The system checks for the validity of the warehouse for the shipping point from “Component Interaction Module” business component.
	Help facility available.

The system displays the following field based on the result of the pricing engine:

Item Basic Price	The basic price of the item without including tax, charge or discount. The system ensures that this field is not left blank.
	Press <Enter> key.
	If the Item Basic Price is left blank, then the system displays price variance with blank value.

Modify the following field, if required:

Quoted Price

The price quoted for the items specified by the customer (Integer). The system ensures that this field is not left blank.

The system displays the following details:

Price Variance (%)	This is the difference in price between the item basic price and quoted price in percentage (with respect to item basic price).
Price List No.	The code identifying the price list number.
Earliest Available Date	The earliest available of the item on the execution of ATP.

Modify the following fields, if required:

Promised Date	The promised date of delivery of goods to the customer (Date Format). The system ensures that the promised date is not less than the system date and quotation date. If so, an error message is displayed.
Schedule Type	Use the drop-down list box to select the type of schedule in which the goods are to be shipped. You can select from either “Single” or Staggered”.
Schedule Date	The date on which the quantity is available for delivery (Date Format). The system ensures that this field is not left blank. The system makes sure that the scheduled date should not be less than the system date and quotation date. If so, it throws an error message.

The system displays the following field:

ATP

The “Availability To Promise” information indicates the availability of enough stock based on the promised date to meet the ordered quantity. The system displays “Yes” if the entire quantity of the item quoted is available on the promised date or else returns “No”.

Modify the following fields, if required:

ATP Qty.	The quantity of item available in a selected warehouse for a given promised date (Integer).
	Help facility available.
Remarks	Remarks if any (Alphanumeric, 255).

Click the “Display Price” pushbutton to display the price of the item in the appropriate field.
Click the “Run ATP” pushbutton to check the availability of stock in the Warehouse.

Check the box in the “Select” column of the multiline to select the quotation number.
Click the “Delete Quotation” pushbutton to delete the quotation.

The status of the deleted quotation is updated to “Deleted”.

Click the “Edit Quotation Details” pushbutton to edit the selected quotation.

The system verifies if any quotation has been already raised for the items in the quotation for a particular customer. If so, a warning message is displayed.

The "Quotation No." with all its associated details is saved. The page is refreshed with the saved records.

The system updates the status of the quotation "Draft" if at least the fields "Quotation Date", "Numbering Type", "Quotation No." and Customer name are filled and are valid and at least one of the mandatory fields is not filled. If the schedule type is “Staggered”, quotation status will be “Draft” even if all mandatory fields are filled.

The system updates the status of the quotation to "Fresh" if all the valid mandatory fields are filled and schedule type is "Single".

The system saves the TCD details in the “Specify TCD by Document” page against the Quotation Number given.

The system saves the promotional item details in the “Specify Promotional Items” page for the Quotation Number given.

The login user ID and the system date are updated in “Created By” and “Created Date” fields.

Click the “Print” pushbutton to print the quotation details.

To proceed, carry out the following

Select the “Specify Additional Details” link at the bottom of the page to add additional details pertaining to the quotation.
Select the “Specify Schedule” link at the bottom of the page to specify the schedule details.
Select the “Attach Notes” link at the bottom of the page to attach notes.
Select the “Specify TCD by Item” link at the bottom of the page to specify TCD details for each item line.
Select the “Specify TCD by Document” link at the bottom of the page to specify TCD details by document.
Select the "Operational Checklist" link to record the checklist required during the quotation generation for a customer.
Select the “Specify Quantity Price Break” link at the bottom of the page to specify the price break details for the items quoted.
Select the “Specify Promotional Items” link at the bottom of the page to specify the details of the promotion Items.
Select the “Specify Attributes” link at the bottom of the page to specify attribute details.
Select the “Authorize Quotation” link at the bottom of the page to authorize the details of the quotation.
Select the "View Quotation" link to view the quotation details.
Select the “Tax Calculation - Summary” link at the bottom of the page to specify the tax details pertaining to the items in the quotation.

The system displays the following:

Created By	The login user ID of the person who has created the quotation.
Created Date	The date on which the quotation was created.
Last Modified By	The login user ID of the person who has last modified the quotation.
Last Modified Date	The date on which the quotation was last modified.