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Entering Quote Orders

Entering Quote Orders

Concept

Here are some considerations for entering quote orders:

• You enter a quote order when your customer requires a formal price quote before actually placing an order.

• You enter a quote order in the same way that you enter a sales order.

• You do not convert the quote order into a sales order until the customer confirms the order.

 

The system does not commit inventory when you enter a quote order. Instead, the system commits inventory when you convert the quote order into a firm sales order.

 

Use either of the Sales Order Entry programs (P42101 and P4210) to enter quote orders. On the Sales Order Processing menu (G4211):

• The Create Quotes link uses version ZJDE0003 of the P42101 program for Customer Relationship Management (CRM). This program uses a version of the P4210 program for business logic processing.

• The Quotes link uses version ZJDE0003 of the P4210 program.

Procedure

In this task, you will enter a quote order and then review and revise the unit price for each item.

Step Action
Navigate to the Create Quotes program (P42101) on the Sales Order Processing menu (G4211).

Click the Sales Order Processing link.

Click the Create Quotes link.

Use the Enter New Order form to create sales orders using a minimum of header information.

Step Action
Click in the Sold To field.

Use the Sold To field to specify the customer for whom you are entering a quote order.

Enter the desired information into the Sold To field. Enter “4242“.

Click in the Branch/Plant field.

Use the Branch/Plant field to specify the business unit to which transactions are recorded.

Enter the desired information into the Branch/Plant field. Enter “30“.

Click in the Quantity Ordered field.

Use the Quantity Ordered field to indicate the number of units of an item that the customer wants you to quote.

Enter the desired information into the Quantity Ordered field. Enter “100“.

Click in the Item Number field.

Use the Item Number field to indicate the product that the customer wants you to quote.

Enter the desired information into the Item Number field. Enter “3200“.

Click the Horizontal scrollbar.

Click in the Requested Date field.

Use the Requested Date field to specify when the quoted price for the item expires. The customer must place an order for the item before this date to receive the quoted price.

Enter the desired information into the Requested Date field. Enter “071616“.

Step Action
Click the Horizontal scroll bar

Step Action
Click in the Quantity Ordered field.

Enter the desired information into the Quantity Ordered field. Enter “50“.
Click in the Item Number field.

Enter the desired information into the Item Number field. Enter “3201“.
Click the Horizontal scrollbar.

Click in the Requested Date field.

Enter the desired information into the Requested Date field. Enter “071616“.
Click the Horizontal scrollbar.

Click in the Unit Price field.

Use the Unit Price field to specify the quote price for the quantity requested of the item. The system populates this field with the base price, which can be manually revised.

Enter the desired information into the Unit Price field. Enter “165“.

Click in the Unit Price field.

Enter the desired information into the Unit Price field. Enter “6.50“.
Press [Enter].
Click the Submit and Close button.

You have successfully entered a quote order for items and specified pricing for the requested order quantities.

End of Procedure.

Ayman Refat
Over 20 years of experience in IT area, working as Oracle JD Edwards Developer with expertise in Windows Server, SQL Server and Microsoft Exchange Server, experience in Linux operating systems (Debian and Redhat), VMWare ESX / ESXi, Novell Netware, relational databases like Oracle 10/11g and backup solutions from Computer Associates. Large experience in high-end servers from Dell and HP, having the following certifications: Microsoft: MCP, MCSE, MCDBA, MCSA and MCT (2008 ~ 2013), Computer Associates: Technical Specialist – Storage and Backup Solutions,
http://www.AymanRefat.com

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