Add quotation
A quotation lists the price of goods that you can produce and deliver. When a customer needs a quotation, before you can place a sales order, add the quotation in Made2Manage. You can add a fresh quotation or base the new quotation on an existing quotation, sales order, or job order.
To add fresh quotation
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Open the Quotes (QUOTE) page.
a. Select Sales Management > Sales Transactions > Quotes.
Or
b. Search for QUOTE or Quotes in the Navigation box and then select Quotes.
The Quotes (QUOTE) page appears.
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On the Toolbar, click New.
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Click the Customer Number lookup reference, and select the customer.
You cannot select an inactive customer. A message,Cannot Create Quote for an INACTIVE Customer. Invalid customer number appears.
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Click the Quote Information tab, and perform the following:
a. Click the Address Key lookup reference, and select the address key.
b. Click the Ship to lookup reference, and select the ship-to address key.
c. Click the Jurisdiction lookup reference, and select the jurisdiction, if your company uses geographic based taxes.
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Click the Financial Information tab, and perform the following:
a. In the Sales Code dropdown, select the sales code.
b. Click the Currency lookup reference, to change the currency for the quotation, if your company uses the multiple currency feature.
c. In the Total Order Discount (%) field, enter the discount percent for the order.
d. Select the Contract Based checkbox, if you want to apply contract to the quote. This displays the Contract field. Click the lookup reference, and select the contract for the associated customer from the Lookup For Contract window.
If the Contract is selected on the header, it defaults to the newly added line items in the Items tab and the Part Number lookup reference is filtered based on the contract.
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Click the User Defined tab to store details you do not find a place for on the Quote Information tab.
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On the Toolbar, click Save to save the quotation.
The Item Details page appears.
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Add the first item:
a. In the DC Facility dropdown, select the distribution facility.
b. Specify the part number:
If the Contract is selected on the header, it defaults to the newly added line items and thePart Number lookup reference is filtered based on the contract.
If you want to add part numbers that are not on the defaulted contract, clear the Contract field from the line item and select any part/parts from all the part numbers displayed in the Part Number lookup reference.
If you want to add part numbers that are on a different contract, select the required contract on the line item and then select the part/parts associated with the contract from the Part Number lookup reference.
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To add a standard part, click the Part Number lookup reference, and select a part number.
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To add a non-standard part:
i. In the Part Number dropdown, enter the part number.
ii. Press the Tab key.
If the starting characters of the part number entered match the starting characters of an already existing part number in the Item Master (INV), a browse window opens. If you click Cancel in the browse window or press Esc, the value entered in the Part Number field is retained, the Revision value is set to NS and the Non Standard Item checkbox is automatically selected.
If the part number entered does not match any of the existing part numbers in the Item Master (INV), the value entered is retained, the Revision value is set to NS and the Non Standard Item checkbox is automatically selected.
c. In the Quantity dropdown, enter the part quantity.
d. If the item is a non-standard make item, from the Source Facility dropdown, select the source facility.
e. Click the Shipping/Billing Details tab, and perform the following:
i. In the Delivery box, enter the delivery notes.
ii. Select the Taxable checkbox, to make this item taxable.
iii. Click the Jurisdiction lookup reference to change the jurisdiction, if your company uses geographic-based taxes.
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To add more items:
a. On the Toolbar, click Save & Add Another.
b. Repeat steps 8a - 8e for the items that you want to add to the quotation.
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On the Toolbar, click Save.
To base new quotation on existing quotation, sales order, or job order
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Open the Quotes (QUOTE) page.
a. Select Sales Management > Sales Transactions > Quotes.
Or
b. Search for QUOTE or Quotes in the Navigation box and then select Quotes.
The Quotes (QUOTE) page appears.
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Copy the quotation:
a. On the Toolbar, click Copy and select one of the following.
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Current
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Quote
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Sales Order
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Job Order
The respective Copying <form name> window appears.
c. Select a row, and click Select.
If there are multiple entries, click Next, select the required items and then click Select.
The message, Do you want to update copied Item(s) and Component(s) with the latest estimated costs from the Item Master? appears.
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Click:
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No: To copy the cost in the parent quote as is.
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Yes: To copy the cost of parent item(s) from the Item Master (INV) based on the following conditions:
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If the Quote Detailed Bill of Material or the Quote Detailed Routing is blank in the parent Quote, then the cost of parent items is updated only in the Quote Price Summary page according to the CSPROD – Estimates Costing Method.
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If the Quote Detailed Bill of Material or the Quote Detailed Routing is not blank in the parent Quote, then the cost of Quote Detailed Bill of Material standard items is updated according to the CSPROD – Estimates Costing Method. The Non Standard part costs are copied from parent Quote as is. The cost of QTDRTG is copied from the Standard Routings (RTG) page for all the matching operations and work center combinations. The costs are automatically recalculated in the Quote Price Summary page.
For a Make item, if the Use Standard BOM and Routing checkbox is selected in the Items tab, the Quote Detailed Bill of Material and Quote Detailed Routing cost details are copied from the Item Master and not from the previous Sales Order, or a Quotation, or a Job Order.
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Enter the values in the respective fields.
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On the Toolbar, click Save.