View Quotation Details

This page allows you to view the details of the selected quotation. The system populates all the amendment number for the selected quotation. Based on the amendment number selected, the details of the quotation are retrieved and displayed in the appropriate field. You can view the customer ,price and item details for the selected quotation. You can also view the reason for which the selected quotation was put to “Hold” or “Cancel” or “Release”. The system displays the details of the user who created or modified the quotations.

Select the "View Quotation – Main Information" link at the top of “Select Quotation" page.

The "View 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”, “Held”, “Deleted”, “Cancelled”, “Authorized”, “Amended” or “Ordered”.
Quotation No.	The number identifying the quotation.

Enter the following field:

Amendment No.

Use the drop-down list box to select the amendment number whose details is to be viewed. The system loads the all the amendment numbers that exist for the given quotation number. The system displays “Blank” by default on launch of the page.

The system retrieves the following field details for the amendment number selected for the quotation number.

Date

The date on which the quotation was created.

The system displays the following fields in the “Ref. Doc. Details” group box:

Ref. Doc. Type	The type of reference document. It can be “RFQ”, “Quotation” or “None”.
Doc. No.	The number identifying the reference document.

The following fields are displayed in the “Customer Details” group box:

Customer Type	The type of the customer. It can be either “Existing” or “Prospect”.
Customer Code	The code identifying the customer.
Prospect Code	The code identifying the prospective customer.
Customer Name	The name of the customer.
Customer Address Id.	The address ID of the customer.
Address Line 1	The first address line of the customer.
	Zoom facility available.
Address Line 2	The second address line of the customer.
	Zoom facility available.
Address Line 3	The third address line of the customer.
	Zoom facility available.
City	The name of the city in which the customer resides.
State	The name of the state in which the customer is located.
Country	The name of the country to which the state belongs.
Zip	The zip code applicable to the address.
Phone 1	The telephone number of the customer.
Phone 2	The second telephone number of the customer, where the customer has more than one telephone line.
Fax	The fax number of the customer.
E-mail	The E-Mail ID of the customer.
URL	The website address of the customer.
Sales Person Code	The code identifying the salesperson.
Sales Person Name	The name of the salesperson.
Sales Channel	The sales channel to which the salesperson is linked.
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.
Reason Code	The code identifying the reason for which the selected quotation is put to hold, cancelled or released.
Desc.	The description of the reason code.

The system displays the appropriate field details in the “Price Details” group box:

Currency	The currency applicable to the quotation.
Exchange Rate	The exchange rate applicable to the quotation currency.
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).

Quotation Valid Till	The date till which the quotation prepared is valid.
Pay Term	The code identifying the payment term applicable for the quotation.

The following fields are displayed in the “Item Details” multiline:

Customer Product Code	The code identifying the customer to whom the items are mapped in the “Customer” business component.
Item Type	The type of item. It can be “Item”, “Model”, “Kit” or “Service”.
Item Code	The code identifying the item.
Variant Code	The code identifying the variant of the item.
Item Variant Desc.	The description of the item variant.
Qty. Quoted	The quantity of item quoted by the customer in the quotation.
Qty. Ordered	The quantity of item ordered by the customer.
UOM	The unit of measurement for the quoted items.
Ship To Customer	The code of the customer to whom the items are to be shipped.
Ship To Address	The number identifying the customer address to which the items are to be shipped
Inco Place	The place from where the "Inco Term" is applicable. 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
Shipping Point	The point from where the goods are shipped to the delivery area specified by the customer.
Warehouse Code	The code identifying the shipping location warehouse at which the specified quantity of the item is available
Item Basic Price	The basic price of the item without including tax, charge or discount.
Quoted Price	The price quoted for the items specified by the customer.
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.
Promised Date	The promised date of delivery of goods to the customer.
Schedule Type	The type of schedule in which the goods are to be shipped. It can be either “Single” or “Staggered”.
Schedule Date	The date on which the quantity is available for delivery.
Remarks	Remarks if any.

Check the box in the “Select” column of the multiline to select the quotation number.

To proceed, carry out the following

Select the “View Additional Details” link at the bottom of the page to view additional details pertaining to the quotation.
Select the “View Schedule” link at the bottom of the page to view the schedule details.
Select the “Attach Notes” link at the bottom of the page to view the attached notes.
Select the “View TCD by Item” link at the bottom of the page to view TCD details for each item line.
Select the “View TCD by Document” link at the bottom of the page to view TCD details by document.
Select the “View Quantity Price Break” link at the bottom of the page to view the price break details for the items quoted.
Select the “View Promotional Items” link at the bottom of the page to view the details of the promotion Items.
Select the “View Attributes” link at the bottom of the page to view attribute details.
Select the "View Tax Calculation - Summary" link at the bottom of the page to view tax calculation.