Sales quotation enquiry (DMR11802)

Related topics

• About DC1 Supplier Marketing Support (SMS)
• About sales quotations
• About sales restrictions
• About unit handling in DC1
• About working with pricing on a sales order

This is the initial panel for the Sales quotation enquiry and Service quotation enquiry (if DC1 Service is installed and activated). Its structure is designed to allow you to quickly navigate through all levels of information for a sales or service quotation.

By entering different search concepts, a selection of quotation lines will be displayed in the listing. Selections can be made by quotation number, handler, customer number or item, which can be combined with a quotation type and a range of due dates.

A number of quotation lines can be displayed per quotation, if the search concept of item was entered. This is because an item can occur several times on one quotation.

Function keys

Selection fields

Note: The O/P/S/W/L selection field works as follows:

Enter the code for OPEN, PRINTED, SELECTED, WON or LOST (as defined in the Panel value control table) to specify which quotations should be displayed.

If the code for PRINTED is entered, only quotations with printed lines will be displayed.

If the code for OPEN is entered, only quotations that have at least one line at status 0 that have not been marked WON or LOST will be displayed.

If the code for SELECTED is entered, only quotations that have at least one line marked WON with a status of 0 will be displayed.

If the code for WON is entered, only quotations that have at least one line marked WON with a line status of 60 will be displayed.

If the code for LOST is entered, only quotations that have at least one line that has been deleted or marked LOST will be displayed.

The following displays a description of the quotation line status:

Quotation

This column displays the quotation number.

Ve

This column displays the version number.

Type

This column displays the type of quotation.

Types are:

Type	Description
1	The quotation normally results in an order when the quotation is accepted.
2	The quotation normally results in a contract.
3	This quotation type is used to identify a service quotation and can only be specified if DC1 Service is installed and activated.

Handler

This column displays the quotation handler.

Customer

This column displays the customer of the quotation.

Name

This column, displayed after clicking Shift info, displays the name of the customer.

OPSWL

This column dislays the Open/Printed/Selected/Won/Lost code of the quotation.

Value

This column displays the total line value, minus any line discounts. Order discounts are not considered in this calculated value.

Exp date

This column displays the quotation’s default expiry date.

Text

This column is set to YES if text exists for the quotation header.

Sales quotation enquiry (DMR11803)

Related topics

This panel is displayed if an item was entered as a selection parameter on the initial panel. Selections can be made by quotation number, version, handler, customer number or item, all of which can be combined with a quotation type and a range of due dates.

A number of quotation lines can be displayed per quotation. This is because an item can occur several times on one quotation.

Selection fields

Quotation

This column displays the quotation number.

Ve

This column displays the version number.

Type

This column displays the type of quotation.

Types are:

Type	Description
1	The quotation normally results in an order when the quotation is accepted.
2	The quotation normally results in a contract.
3	This quotation type is used to identify a service quotation and can only be specified if DC1 Service is installed and activated.

Exp date

This column displays the quotation’s expiry date.

Quantity

This column displays the quoted quantity. If the unit is equal to the D/E-unit for the item, this quantity could display two units in the same quantity field. The partial units could be displayed with decimal positions for the Display/Entry unit or by a dual display/entry of both the Display/Entry unit and the Stock unit separated by a user-defined delimiter. See About display/entry unit handling for more information.

Customer

This column displays the customer of the quotation.

Text

This column is set to YES if text exists.

Sales quotation enquiry, Quotation lines (DMR11804)

Related topics

This panel displays existing quotation lines for the quotation selected on the previous panel. Select a line to view more information.

Function keys

Selection fields

Line

This column displays the quotation line number.

Item internal name/Customer Item

This column displays the item and description entered on the quotation line. Two column names are valid:

• If the panel is not set up to view customer item codes (defined via the View function key) the column will be titled Item internal name and display the internal item code set up using the Item cross references function.
• If the panel is set up to view customer item codes (defined via the View function key) the column will be titled Customer item.

Quantity

This column displays the quoted quantity. If the unit is equal to the D/E-unit for the item, this quantity could display two units in the same quantity field. The partial units could be displayed with decimal positions for the Display/Entry unit or by a dual display/entry of both the Display/Entry unit and the Stock unit separated by a user-defined delimiter. See About display/entry unit handling for more information.

Price

This column displays the gross price for the item on the quotation line.

Text

This column is set to YES if text exists for the quotation line.

Discount

This column heading is displayed when you click Shift info to shift information. Displays the accumulated discount amount in transaction currency or accumulated discount percentage applied on the line. These do not include header discounts.

Tip:To view the line discount information, drill down to detailed line level and then access the function for Discounts from the Function list.

Rb

This column is only displayed when the following is true:

• you click Shift info to shift information
• the DC1 SMS application is activated.
• the sales order type used on the quotation is defined as being valid for SMS rebates (i.e. the SMS rebates field in Sales order type table is set to YES).

If this column is set to YES it means that rebate transactions exist for the sales quotation line.

Won/Lost

This column can display one of the following (panel value) codes for the quotation line:

Valid codes are:

Code	Description
O	line is open
P	line is printed
S	line is selected
W	line is won
L	line is lost

Line

A positioning field. Enter a line number in this field, and the system will scroll down to display that line number. If a line number that does not exist is entered, the system will scroll to the nearest available line number.

O/P/S/W/L

This selection field allows you to search for quotation lines based on their OPEN, PRINTED, SELECTED, WON or LOST code (as defined in the Panel value control table).

If the code for OPEN is entered, only quotation lines at status 0 that have not been marked WON or LOST will be displayed.

If the code for PRINTED is entered, only quotation lines that have been printed will be displayed.

If the code for SELECTED is entered, only quotation lines marked WON with a status of 0 will be displayed.

If the code for WON is entered, only quotation lines marked WON with a status of 60 will be displayed.

If the code for LOST is entered, only quotation lines that have been deleted or marked LOST will be displayed.

The following displays a description of the quotation line status:

OPEN	‘ ‘	0	not copied to S.O.
SELECTED	W	0	not copied to S.O.
WON	W	60	copied to S.O.
WON	‘ ‘	60	copied to S.O.
LOST	L	90	—

Sales quotation enquiry, Detailed quotation line (DMR11805)

Related topics

This panel displays detailed information for the quotation line you selected on the previous panel.

Function keys

Line/Link tp

Displays the quotation line number. Link tp (Link type) indicates what kind of line is displayed, i.e. Parent or component, FOC base or FOC item line. See Link types for more information.

Item/Cust item

Displays the item. Note: If the panel is set up to view customer item codes, the field will be titled Cust item and display the customer item code set up using the Item cross references function.

Time axis

Indicates if the item is included in the time axis function.

Warehouse

Indicates the warehouse from which the item on quote is to be shipped. The warehouse on the quotation header is the default for this field.

Contr base

Displays the contract base. This specifies whether the sales price quoted on the contract is strictly for the amount of goods sold, time (service), or both. Note: This field is mandatory if the Quotation type field is set to 2 (contract).

Valid codes are:

Code	Description
B	Both quantity and time
T	Time
Q	Quantity

FOC

Indicates if the quotation line is free of charge.

Quantity

Displays the quoted quantity. If the unit is equal to the D/E-unit for the item, this quantity could display two units in the same quantity field. The partial units could be displayed with decimal positions for the Display/Entry unit or by a dual display/entry of both the Display/Entry unit and the Stock unit separated by a user-defined delimiter. See About display/entry unit handling for more information.

Curr clause

Won/Lost cd

Displays the won/lost code for this quotation line.

Status

Displays the status code for this quotation line.

Agreed rate

Price

Displays the sales price of the item in transaction currency.

Sales tax

Indicates if sales tax handling is used for the quotation line.

Purch curr

Displays the code in which the purchase price is expressed. If no code has been entered in the quotation, the currency code defined in the Business partner file for the specified supplier is retrieved. An exchange rate for the period and level specified in the DIS control file must, however, exist in the Exchange rate table. Otherwise a message will be displayed.

Price unit/CW

Only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file. Displays the unit in which the price is presented. See About price unit handling for more information. If the CTCH-WGT (Catch weight handling) function is activated in the Function control file, the box adjacent to the price unit will be visible. This box will be set to YES if the quotation line is flagged for catch weight handling. See About catch weight handling for price units for more information.

Prc unit qty

Only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file. Displays the price unit quantity (i.e. the sales quantity presented according to the price unit). See About price unit handling for more information.

NCC number

Only displayed if the following is true:

• The NCC-SELL (NCC Selling) function is activated in the Function control file.
• The NCC goods flag for the customer (in the Customer file) is anything but zero (i.e. the customer does not accept NCC stock deliveries).
• The order is not a credit order, internal or BtB order.

This field displays the NCC number from which the NCC quantity is retrieved. When the requested quantity, according to the rules, is covered by NCC quantity the NCC number will be retrieved when adding a quotation line. This denotes that the quotation quantity is covered by NCC stock and that a reservation of the quotation quantity is made on the NCC. See About NCC selling for more information.

Ctrb ord sum

This field is only displayed if the Order summary disc field in the DIS control file is set to YES. This contribute to order summary flag is updated to the order/quotation line from the Item file during line entry. It indicates if the quotation line contributes to order summary discounts. It controls if the line contributes to the summary of quantities and amounts in the basket qualification and the order summary discount calculation. At the same time it controls if the line benefits from any line summary discounts (O-type) and header discounts (H-type). All lines that do not contribute to the order summary will NEVER benefit from it, in other words no order line summary discounts will be applied and no header discount will be apportioned over these lines

Ord sum disc

This field is only displayed if the Order summary disc field in the DIS control file is set to YES. The field is updated to the order/quotation line from the sales price and discount calculation program and is set to YES as long as originating price source and none of the applied discounts are set-up with Order summary discounts as set to NO. The field only controls if the line benefits from any order line summary discounts (O-type) and header discounts (H-type). If a line does not contribute to the order summary then it does not benefit from it, regardless of how this field is set.

Incl demand

Engineer

This field is only displayed if DC1 Service is installed, and this is a service quotation. Displays the engineer for the service quotation.

Contract no

If a customer contract was valid when this quotation was created, the contract number is displayed.

Backlog

Indicates if a backorder is allowed for this item. If set to NO and this quotation is copied into a sales order, a backorder will not be created even if the order line is not delivered in full. This code, however, can be overridden during Pick list confirmation.

Shipment mrk

Displays the text for shipment marking, if any.

Ext desc

Indicates if the extended item description is to be printed on the quotation printout for the quotation line.

Am excl VAT

Displays the line amount, excluding any VAT, in the quotation currency.

VAT based

Indicates if this is a VAT based item, as defined in the Item file. In the maintenance routine, you may change this code, in which case the quotation line value will be recalculated by the system.

Debit code

Displays a code from the Debit code table, indicating if the job should be charged internally.

VAT amount

Displays the VAT amount for the item on this quotation line, in the quotation currency.

VAT handl cd

Displays the VAT handling code to apply to the sales price of the item, as defined via the system search as follows:

• Business partner VAT table.
• Item file, Country/Country VAT information panel
• Country/Country VAT table
• DIS control file

In the maintenance routine, you may change this code to another valid code from the VAT handling code table, in which case the quotation line value will be recalculated by the system.

Note: If a sales order line is generated from a sales quotation, the VAT handling code is always retrieved to the order line, if the Get new prices field on the Copy to sales order selection panel is set to NO.

Batch

Indicates if the item is under batch control.

Am incl VAT

Displays the line amount, including any VAT, in the quotation currency.

VAT included

Indicates if the line amount includes VAT.

Structure cd

Displays the structure code.

Valid codes are:

Code	Description
Blank	Quotation line is not part of a structure
1	Quotation line is part of a structure and is the parent line
2	Quotation line is part of a structure and is a component line

Cost price

Displays the cost price of the item in system currency.

Incl VAT% cd

Displays the VAT handling code for the VAT percentage, if any, which is included in the sales price.

Fictitious

Indicates if the item on the quotation line is fictitious.

SMS rebate

This field is only displayed if the following is true:

• The SMS application is activated
• The sales order type on the quotation line is defined as valid for SMS rebates

This field displays the SMS rebate for the quotation line (i.e. the price per 1 stock unit, in system currency, that will be claimed from the rebate payer). When the quotation line is changed, a new search for the best rebate is performed for the and the value is updated accordingly in this field.

Man priced

Output only. This field is populated during the very first entry of the line. It is set to YES if the user manually enters a price and/or discount and/or the FOC field is set YES. In all other cases it will be set to NO. If the price and/or discount is added or changed later on for the line it will not affect this flag.

This field works in conjunction with the handling of additional discounts. If the Additional discount field in DIS control file is set to NO and you manually enter a price or discount at creation then no other discounts, except H type will be automatically applied during the pricing and re-pricing of this line. See The types of discounts automatically applied to the line for more information.

Exp reb amt

Only displayed if the DC1 Customer/Supplier Rebates (RBT) application is installed and activated. This field displays the expected rebate amount for the quotation line according to system currency. The expected rebate amount is considered in gross margin calculation. The gross margin is calculated as:

Net line value – Cost value / Net line value (where net line value = Net line amount – Expected rebate amount, and Cost value is equal to Line cost value + SMS rebate amount)

Sales quotation enquiry, Quotation header (DMR11806)

Related topics

This panel displays the quotation header information for the quotation you have selected.

Function keys

Customer

Displays the customer number and name.

Quot val

Displays the total value of the quotation lines, after deduction of quotation header discount, and including VAT if the quotation includes VAT. Free of charge quotation lines are not included in this value.

Quot

Displays the quotation number and version number.

Quot type

Displays 1 if the quotation is expected to be a sales order, 2 if it is to be a customer contract and 3 if the quotation is a service quotation.

Quot date

Displays the creation date of the quotation.

Currency

Displays the currency in which the prices are expressed.

Holding comp

If this customer belongs to a business partner structure, the number of its Holding company will be displayed in this field. Note: If the customer is not a member of such a structure, this field will not appear.

Expiry date

Displays the expiry date of the quotation.

Language

Indicates the language in which language the quotation will be printed.

Parent comp

If this customer belongs to a business partner structure, the number of its Parent company will be displayed in this field. Note: If the customer is not a member of such a structure, this field will not appear.

Pricing date

Displays the date used to price the sales quotation lines.

Sales tax

Indicates if sales tax handling is used for the quotation.

VAT based

Indicates if this is a VAT based customer, as defined in the Business partner file.

VAT handl cd

In normal situations this field should be blank (regardless of the value in the VAT based field above) because the VAT handling code on the quotation line controls the VAT handling. However, in those situations where you want to change the entire order, this field should be completed and will then override the VAT handling code on quotation line level.

Order type

Indicates the order type that will be used if this quotation is copied into a sales order.

Warehouse

Indicates the warehouse from which the item should be dispatched if this quotation results in a sales order.

Text code

Displays the code from the Text code table, indicating the text to be printed on the quotation. Text codes are used to retrieve standard text to be printed on the quotation.

Salesman

Indicates the salesman for this quotation.

Incl demand

Price list

Displays the price list used for this quotation. This is retrieved for the customer from the Customer file, if one is defined. If no price list is assigned to the customer, the Standard price list (defined in the DIS control file) will be used and this field will be blank. When DC1 runs the main pricing program it will use this Standard price list as the starting point for calculating any prices or discounts as it needs a starting price in the event that it encounters only discounts in the Customer contracts and Sales pricing methods.

Handler

Indicates the person who entered this quotation.

Calc insur

Indicates if insurance should be calculated automatically if this quotation is copied into a sales order. The value in the Insurance % field is used in the calculation according to the formula:

Insurance % * total of the order lines / 100

Promotion

This field is only displayed if at least one open sales promotion exists that is flagged for promotion pricing. Displays the promotion that is used to price the lines on the sales quotation.

Fax

This field is only displayed if the FAX application is installed. Indicates if the quotation should be sent by fax to the customer.

Insurance %

Displays a percentage if the Calc insur field on this panel is set to YES. The percentage is used to automatically calculate the insurance if this quotation is copied into a sales order. The insurance value is calculated as:

Insurance % * total of the order lines / 100

Fax number

This field is only displayed if the FAX application is installed. Displays a fax number from the Fax/phone number file if the Fax field is set to YES.

Paper copy

This field is only displayed if the FAX application is installed. Indicates if the quotation should also be printed.

Reference

Displays the customer reference, if defined when the quotation was entered.

Maint by

Indicates the person who is currently working with the quotation.

TOP

Indicates the terms of payment for this quotation.

Credit days

If 999 is displayed in the TOP field, this is the valid number of credit days. Otherwise the code displayed in the TOP field controls the number of credit days.

TOD

Indicates the terms of delivery for this quotation.

Curr clause

Prt curr cl

Contract fr

If the quotation is type 2, displays the starting date from when the contract is valid.

Contract to

If the quotation is type 2, displays the ending date of the contract.

Contr base

Displays the contract base. This specifies whether the sales price quoted on the contract is strictly for the amount of goods sold, time (service), or both. Note: This field is mandatory if the Quotation type field is set to 2 (contract).

Valid codes are:

Code	Description
B	Both quantity and time
T	Time
Q	Quantity

No of Won

Displays the number of quotation lines that have been won.

No of Lost

Displays the number of quotation lines that have been lost.

No of Open

Displays the number of quotation lines that are currently open (that is, not yet won and thus not copied to a sales order).

No of Sel

Displays the number of quotation lines that have been selected (that is, won but not yet copied to a sales order.)

No of Del

Displays the number of quotation lines that have been deleted.

EDI created

Indicates if this quotation line was created via electronic data interchange (EDI).

Service quotation enquiry, Service quotation job header (DMR11807)

Related topics

Note: This panel is only displayed if DC1 Service is installed and activated and if this quotation is a service quotation.

The panel displays the service header information for the object being serviced on the quotation selected.

Function keys

Job

Displays the job number.

Object

Displays the item and serial number of the object (i.e. the identification of the object) to be serviced.

Location

Displays the location number from the Object file. The name and first address line from the location record is displayed if a location has been specified for the object.

Warr type

Displays the warranty type of the object.

Agreement

Displays the agreement number from the Object file. The agreement type and description are displayed if an agreement has been specified for the object.

Job priority

Displays a code from the Sales order type table, indicating the priority for the job. Valid entries are 1-9 where 1 represents the highest priority.

Service code 1

Debit code

Displays a code from the Debit code table, indicating if the job should be charged internally.

Service code 2

Resp time

Displays a code and description from the Time definition type table, indicating the promised response time. The response time is retrieved from the Agreement file for the agreement displayed in the Agreement field.

Service code 3

Compl time

Displays a code and description from the Time definition type table, indicating the when the service of the object should be completed. The completion time is retrieved from the Agreement file for the agreement displayed in the Agreement field.

Service code 4

Req SVC time

The requested service time consists of two fields; Requested service date and time. Displays the service date/time requested by the customer.

Calling time

The calling time consists of two fields; date and time. Displays the date and time, indicating when the customer contacted your company requiring service of the object.

SVC time

The service time consists of two fields; Service date and time. Displays the service date and time when service started, if defined when the quotation was entered.

Rec kit

Displays an item from the Item file, indicating the recommended service kit to be used. A recommended service kit is, for example, a predefined item structure containing spare parts and working hours.

Engineer

Displays the engineer responsible of this service quotation.

Sales quotation enquiry, Quotation address (DMR11808)

Related topics

This panel displays the quotation address information for the quotation you have selected.

Function keys

Address

Displays the address where the quotation will be sent.

Address category

Displays an address category from the Address category table. If a sales restriction exists with this address category as a sell to key, the sale to this delivery address will be restricted. The handling of the quotation is dictated by the degree of severity placed on the sales restriction. See Work with restricted sales for more information.

County

Displays the county in which the customer is located.

Tax Jurisdiction

Displays the tax jurisdiction for the customer.

Country

Displays the country where the address is located.

E-mail address

Only displayed if DI document QUOTES is activated under DI method ACCEMAIL for the customer in the Business partner file. Displays the customer’s e-mail address to which DI QUOTES should be sent, if defined.

Service quotation enquiry, Service quotation job (DMR11809)

Related topics

This panel is only displayed is DC1 Service is installed and this is a service quotation.

Function keys

Selection fields

Job

Displays the job number.

Item

Displays the item to be serviced. The item together with the serial number is the specific object to be serviced.

Serial number

Displays the serial number of the object to be serviced.

P

Displays a code from the Sales order type table, indicating the job priority for service orders. Valid entries are 1-9 where 1 represents the highest priority.

Req sv time

Displays the date and time requested by the customer.

T

This field is set to YES if text exists for the Quotation job header.

Sales quotation enquiry, Detailed quotation line (DMR11812)

Related topics

This panel displays a number of fields dealing with the following:

• Win/Loss handling: It is only possible to use the win/loss functionality if the LSTSL-QT (Lost sales tracking, quotation) function is activated in the Function control file. The win/loss functionality is not valid for quotation of type 4, so in those cases this panel is not displayed.
• BtB supplier information. These fields are only displayed when quotation type is 1 (sales) or 3 (service order). You can view the supplier information to be used for the BtB order. (If the quotation is defined as such, it is possible to create a sales order or service order from the quotation).

Function keys

Line

Displays the quotation line number.

Item/Cust item

Displays the item entered to access this panel and cannot be changed. Note: If the panel is set up to view customer item codes, the field will be titled Cust item and will display the item code set up using the Item cross references function.

Warehouse

Indicates the warehouse from which the item on quote is to be shipped. The warehouse on the quotation header is the default for this field.

Win/Loss

Won/Lost

The result of the quotation sale. Displays W for won or L for lost. These codes are defined as system values in the Panel value control file. When the code is set to L, the status code will be updated to status 90.

Reason code

If Won/Lost code is set to L, this field displays the reason code (from the Lost sale reasons table) denoting the reason for the lost sale.

Competitor

This heading relates to three input fields. At least one field is mandatory in the maintenance program if the Reason code is set to YES in the field for Competitor.

Manufacturer

This heading relates to three input fields. At least one field is mandatory in the maintenance program if the Reason code is set to YES in the field for Manufacturer.

Prices

This heading relates to three input fields. At least one field is mandatory in the maintenance program if the Reason code is set to YES in the field for Prices.

Text

Text further describing the win/loss situation.

BtB

The following fields are only displayed when quotation type is 1 (sales) or 3 (service order). You view the supplier information to be used for the BtB order. (If the quotation is defined as such, it is possible to create a sales order or service order from the quotation).

Supplier

Displays the supplier that should be used for BtB order delivery.

PO type

Displays the connecting purchase order type for BtB delivery.

Purch curr

Displays the code from the Currency table indicating the currency in which the purchase price is going to be expressed. If no code has been entered in the quotation, the currency code defined in the Business partner file for the specified supplier is retrieved. An exchange rate for the period and level specified in the DIS control file must, however, exist in the Exchange rate table. Otherwise a message will be displayed.

Purchase prc

Displays the purchase price.

Pur prc unit

Only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file. Displays the unit in which the price is presented. See About price unit handling for more information.

Purch unit

Displays the purchase order unit.

Purchase TOD

Displays the terms of delivery for the BtB purchase order used for creation of purchase order. If the line on the sales order is updated with different purchase terms of payments, one purchase order will be created for each terms of payment.

Purchase MOT

Displays the manner of transport for the BtB purchase order used for creation of purchase order. If the line on the sales order is updated with different purchase manner of transports, one purchase order will be created for each manner of transport.