Work with sales orders/sales quotations or Service orders, Header view (DMR30001)

Related topics

• About cash and carry sales
• About DC1 Contract Managed Inventory (CMI)
• About item sourcing during sales order entry
• About processing Back-to-Back (BtB) orders
• About sales order entry
• About service order entry
• About unit handling in DC1
• About working with outbound shipments
• About working with pricing on a sales order
• View sales pricing information

This is the initial panel for working with sales orders or service orders.

The title differs depending on from where you accessed the panel; either from

• the Sales tasks menu, or
• the Service order tasks menu (DC1 Service must be installed and activated).

This panel displays all sales orders that have not been completely invoiced yet, i.e. all sales orders with a status less than 60.

The sales orders are sorted according to their number in either ascending, or descending, order. This sequence is controlled by the Order in desc. seq parameter in your user profile.

Sales orders received via other pre-systems, (e.g., EDI, hand terminals) or emanating from another DC1 system or any external system, can also be copied into the Sales order file in DC1 Distribution and maintained.

If many sales orders have been entered with Direct print confirmation set to YES in the Sales order type table there may be a minor time delay before the order actually changes status from 10 to 20.

You can maintain the sales order while it is at status 10 before the system gets a chance to automatically print it. If, however, the Direct order printout confirmation routine is started while you are maintaining it the status of the order will not be automatically updated by the system (i.e. sales order will remain at status 10). You will have to print the order confirmation manually.

If you try to maintain the sales order after the Direct order printout confirmation routine has started then you will not be able to access it. In this case, you must wait until the printout process has finished (i.e. the sales order has reached status 20) to be able to maintain it.

Options

Function keys

Selection fields

Order

This column displays the sales order number.

Customer

This column displays the customer number of the sales order.

Handler

This column displays the order handler code, from the Work with signatures file, denoting the person at your company who handles the order.

St

This column displays the sales order header status.

The status codes for Sales orders are:

Status	Description
00	Order lines have not been entered on the order.
10	The order contains at least one order line that is ready to be printed on a sales order confirmation.
20	The order contains at least one order line that is ready to be printed on a pick list.
30	The order contains at least one order line for which a pick list has been printed and that is ready for pick list confirmation.
40	The order contains at least one order line that is ready to be printed on a transport note.
45	The order contains at least one order line that is ready to be printed on an invoice.
50	Orders that have been processed for invoice but not yet ready to be printed due to periodic invoicing or invoice calendar.
60	All order lines have been invoiced.

OT

This column displays the sales order type of the order.

Ord date

This column displays the date when the order was entered into the system.

Order value

This column displays the total value of the order lines, after deduction of the discount(s), and includes VAT (if applicable to the order). Free of charge order lines are not included in this value.

Salesman

This column displays the salesman for the order.

Description OT

This column displays the description of the sales order type.

Terms of delivery

This column displays the terms of delivery code defined for the customer on the order.

Description TOD

This column displays the description of the terms of delivery code.

Manner of transport

This column displays the manner of transport code for the order.

Description MOT

This column displays the description of the manner of transport code.

Total amt excl VAT

This column displays the total amount excluding VAT, not yet invoiced, in order currency.

VAT amount

This column displays the VAT amount not yet invoiced in order currency.

Total amt incl VAT

This column displays the total amount including VAT, not yet invoiced, in order currency.

Inv amt incl VAT

This column displays the invoiced amount including VAT in order currency. The invoiced amount also includes invoiced lines.

Inv amt excl VAT

This column displays the invoiced amount excluding VAT in order currency. The invoiced amount also includes invoiced lines.

Inv VAT amt

This column displays the invoiced VAT amount in order currency. The invoiced amount also includes invoiced lines.

Debtor

This column displays the number of the debtor, i.e. the customer who is paying the invoice.

Primary curr

This column displays the order currency.

Exchange rate

This column displays the exchange rate used when the order was created.

Terms of payment

This column displays the terms of payment code defined for the customer on the order.

Description TOP

This column displays the description of the terms of payment code.

Credit days

This column denotes the number of credit days allowed before which the invoice must be paid.

Language

This column displays the language code denoting the language in which external documents, (e.g., order confirmation, invoice, etc), should be printed.

Cash sales

This column the denotes if the order is of type cash sales.

Internal order

This column denotes if the order is an internal order.

To warehouse

This column displays the receiving warehouse for an internal order.

MDC code

This column denotes if the order is of type MDC in a supplying company.

To company

This column displays the receiving company if the order is of type MDC in a supplying company.

End customer

This column displays the end customer in demanding company if the order is of type MDC in a supplying company.

Demand company handler

This column displays the handler in demanding company if the order is of type MDC in a supplying company.

Demand company handler name

This column displays the name of the handler in demanding company if the order is of type MDC in a supplying company.

Demand company salesman

This column displays the salesman in demanding company if the order is of type MDC in a supplying company.

Demand company salesman name

This column displays the name of the salesman in demanding company if the order is of type MDC in a supplying company.

Delivery schedule

This column denotes if the order originates from an inbound delivery schedule.

Delivery schedule no

This column displays the inbound delivery schedule number.

Claim order type

This column is only displayed if the DC1 Supplier Marketing Support (SMS) application is installed and activated. Indicates if the order is to be used when claiming the rebate amount from rebate payers.

Cost centre

This column displays the cost centre.

Division

This column displays the division.

Order property code

This column is only available to display via the Edit columns feature if the Order property functionality is activated in the DIS control file. Displays a code from Work with order properties. Note: You can, at any time, access Work with order properties to view or change the code configuration. Any changes will dynamically affect all orders to which the code is assigned. See Setting up the order property functionality for more information.

Supplier

This column displays the supplier number. This is used in conjunction with the Supplier order ref column (below). There are some cases in which a cross-reference must be made between a sales order and a supplier order (i.e. this can be useful for tracking commissions and for following-up on the order).

Supplier order ref

This column displays the supplier order number. This is used in conjunction with the Supplier column (above). There are some cases in which a cross-reference must be made between a sales order and a supplier order (i.e. this can be useful for tracking commissions and for following-up on the order).

Customer name

This column displays the customer name.

Shipment marking

This column displays the text for the shipment marking (i.e. the Goods marking value) describing the item.

Customer ref/Ord no

This column displays either the customer’s order number or the customer’s reference defined on the sales order header. If both the customer’s order number and the customer’s reference are defined on the order header, the order number is displayed in this column.

Your order

This column displays the order reference. For Pharma US installations, this reference is the DEA order form number for the ARCOS functionality if the order holds item(s) classified as narcotics (i.e. a narcotic category is connected to the item, and the DEA order form no field is set to YES on the narcotic category). See About the ARCOS functionality (Pharma US) for more information.

Has text

This column denotes if text is defined on the order header.

Hold order

The following panel values can be displayed in this column:

Code	Description
O	Indicates that the whole order is held from further processing and that held lines exist on the order. The order is held on order level, meaning that no lines will be processed in, e.g., the pick list printout.
L	Indicates that held order lines exist on the order. The order is held on line level, meaning that order lines that are not held can be processed.

The value below the Order held reason code column heading denotes the reason of the order being held.

Order held reason code

If either O or L is displayed below the Hold order column heading, this column from the Order held reason code table denotes the reason of the order or order line(s) being held.

The following order held reason codes are preloaded in the system:

Error code

This column is only displayed when working in Work with orders in error mode. If an error was found during the copy process, the order is created but cannot be processed further until the error is corrected. This column lists the panel value indicating where the error was found.

The following codes could be displayed:

Code	Description
L	Error was found on line level.
H	Error was found on header level.
A	Error was found on address level.
J	Error was found on service job level.

Select the applicable option to drill down to the applicable level to correct the error.

Inventory contract

Only displayed if DC1 Contract Managed Inventory (CMI) is activated. This column lists the inventory contract defined for the sales order header. See About consuming goods from Contract Managed Inventory (CMI) for links to specific instructions per inventory contract type.

Simulation order

This column denotes if the order type on the sales order is for a simulation (i.e. like a normal sales order but without any updates performed). When creating a new sales order, an Order simulation function key is available allowing the user to switch to simulation mode.

Project

Only displayed if DC1 Manufacturing and DC1 Project are installed and activated. This column displays a project number from the Project file denoting the project to which this sales order is connected. The project id is the combination of Project, Phase and Cost code.

Phase

Only displayed if DC1 Manufacturing and DC1 Project are installed and activated. This column displays a phase from the Project file denoting the phase of the project to which this sales order is connected.

Cost code 1

Only displayed if DC1 Project is installed and activated. This column displays cost code 1 to which the sales order is connected. The cost code is part of the project id, together with Project and Phase and is used to total up cost price and reported values on the project.

Cost code 2

Only displayed if DC1 Project is installed and activated. This column displays cost code 2 to which the sales order is connected. The cost code is part of the project id, together with Project and Phase and is used to total up cost price and reported values on the project.

Earliest line dispatch date

This column displays the earliest dispatch date for any open (non-shipped) line on the order.

Promised date

This column displays the date when the order was promised to be dispatched.

Delivery date

This column displays the date when the goods will be delivered to your customer.

Requested delivery date

This column displays the delivery date that was requested by the customer.

Del addr name

This column displays the name on the delivery address.

Del addr 1

This column displays the information on the first line of the delivery address.

Del addr 2

This column displays the information on the second line of the delivery address.

Del addr 3

This column displays the information on the third line of the delivery address.

Del addr 4

This column displays the information on the fourth line of the delivery address.

Del addr postal

This column displays the postal code of the delivery address.

Del addr country

This column displays the country code of the delivery address.

Del addr county

This column displays the county code of the delivery address.

Del addr st/prov

This column displays the state/province of the delivery address.

Inv addr name

This column displays the name on the invoice address.

Inv addr 1

This column displays the information on the first line of the invoice address.

Inv addr 2

This column displays the information on the second line of the invoice address.

Inv addr 3

This column displays the information on the third line of the invoice address.

Inv addr 4

This column displays the information on the fourth line of the invoice address.

Inv addr postal

This column displays the postal code of the invoice address.

Inv addr country

This column displays the country code of the invoice address.

Inv addr county

This column displays the county code of the invoice address.

Inv addr st/prov

This column displays the state/province of the invoice address.

Work with sales orders or Service orders, Item view (DMR30004)

Related topics

This panel displays all sales/service order lines which have not been completely invoiced yet, i.e. all order lines with a status less than 60.

The order lines are sorted according to the item code, in ascending order.

Diverting dispatches to another warehouse

There are some very rare –and very costly – situations which would require dispatches from a particular warehouse to be stopped. To help minimize your losses and keep up your customer service, there is a functionality on this panel which allows the shipments and sales orders to be diverted to another warehouse. More information:

What can be diverted
You can divert entire outbound shipments; multiple orders that are bound to the same shipment address; or just a few select shipment or sales order lines. In essence, any sales order/shipment line that has not been included in the pick process can be safely diverted to another warehouse.

How to divert shipments

1. Select the outbound shipments that you wish to divert and click the Warehouse diversion option (available on this panel).
2. All of the shipment lines that you selected to divert will then be displayed on the Warehouse diversion confirmation panel.
3. On that panel you specify which warehouse the shipments are to be diverted to.
4. Click OK to divert sales order lines or Back to cancel.

Options

Function keys

Selection fields

Item

This column displays the item entered on the order line.

Order

This column displays the sales order number.

Line

This column displays the sales order line number.

St

This column displays the status of the order line.

The status codes for sales order lines are:

Dsp dt

This column lists the date that the goods will be dispatched to your customer.

H

This column is set to YES if the sales order line is held from being further processed. A sales order line is automatically held in the following cases:

• When a manufacturing order is created from the order line, which can only be done if DC1 Manufacturing is installed and activated.
• When the credit limit has been exceeded.

If the order line is not held, the field is blank.

P

This column displays the code from the Sales order priority table denoting the priority of the sales order line. Order lines with priority 1 have higher priority than lines with priority 2, etc.

Whs

This column displays the code from the Warehouse table denoting the warehouse from which the item should be delivered.

OT

This column displays the code from the Sales order type table denoting the order type of the line.

Quantity

This column displays the quantity to be delivered. The quantity is expressed in the unit displayed below the Unit column heading.

Price

This column displays the sales price of the item being sold. The price is expressed in the unit displayed below the Unit column heading and in the currency displayed below the Currency column heading.

Prc unit

This column is 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.

Price code

This column displays the price code denoting how the sales price was established. The price code is defined in the Item price code table.

Price code description

This column displays the description of the price code.

Currency

This column displays the currency in which the price is expressed.

Bl

This column is set to YES if the line has been backlogged or itself is a backlog line.

Lt

This column lists the link type for the line. The link type indicates what kind of line is displayed (Parent or Component, FOC base or FOC item line). See Link types for more information.

Has text

This column denotes if text is defined on the order line.

Conn

This column displays a code denoting to which type of order this sales order line is connected, if any. If the order line is not connected to an order, the field is blank.

A sales order line can be connected to the following types of orders:

• BtB transit purchase order
• BtB direct purchase order
• Manufacturing order (if DC1 Manufacturing is installed and activated)

The code displayed, corresponding to the above defined order types, is controlled by the panel value defined in the Language table.

Inventory contract

Only displayed if DC1 Contract Managed Inventory (CMI) is activated. This column lists the inventory contract defined for the sales order header. See About consuming goods from Contract Managed Inventory (CMI) for links to specific instructions per inventory contract type.

Pick list no

This column displays the pick list number for the sales order line.

Pick list line

This column displays the pick list line number for the item on the sales order line.

Transport note no

This column displays the transport note number for the sales order line.

Customer

This column displays the customer number of the sales order.

Customer name

This column displays the customer name.

Work with sales orders or Sales quotations or Service orders, Deletion (DMR30007)

Related topics

Note: Sales orders of type BtB direct cannot be deleted if the status of the corresponding purchase order is higher than 10.

Function keys

Lost sale reason

Enter a code from the Lost sale reason table to indicate why the sale was lost.

Work with sales orders or Sales quotations or Service orders, Deletion (DMR30010)

Related topics

Note: Sales orders of type BtB direct cannot be deleted if the status of the corresponding purchase order is higher than 10. In addition, you will not be allowed to delete a base line if the connected FOC item line can no longer be deleted.

Function keys

Lost sale reason

Enter a code from the Lost sale reason table to indicate why the sale was lost.

Work with sales orders, Warehouse diversion (DMR30013)

Related topics

This is the warehouse diversion confirmation panel. All of the sales order lines that you selected to divert to another warehouse are displayed on this panel.

Enter the warehouse that you wish to divert the dispatches to and click OK to confirm or Back to cancel.

Work with service orders, Job view (DMR30016)

Related topics

This panel displays all open service jobs. From this panel you can maintain, e.g. order lines, job and action texts, as well as update time transactions for the job.

Options

Function keys

Selection fields

Order

This column displays the order number to which the job belongs.

Job

This column displays the job number within the order.

Item

This column displays the item number on the job if service object is defined as mandatory on the order type (Object handling). Otherwise, this column is blank.

Serial number

This column displays the serial number on the job. This column is blank if serial number is defined as optional on the order type (Object handling).

Description

This column displays a description of the item of the order.

Customer

This column displays the customer of the order.

Customer name

This column displays the name of the customer of the order.

Requested service date

This column displays the requested service date.

Requested service time

This column displays the requested service time.

Engineer

This column displays the engineer responsible for performing the job.

Name of engineer

This column displays the name of the job engineer.

Recommended kit

This column displays a code from the Recommended kit table indicating the action that needs to be taken for the job.

Agreement

This column displays the service agreement connected to the job object, if such an agreement exists.

Closed

This column denotes if the order has been closed.

Order status

This column displays the order status.

Calling date

This column displays the date when the customer contacted your company requiring the service job.

Calling time

This column displays the time when the customer contacted your company requiring the service job.

Warranty

This column displays the supplier warranty code, if such a code exists.

Location

This column displays the location of the job.

Order type

This column displays the order type of the job.

Response time

This column only applies for agreement orders. The response time indicates within which time span your company has promised to reply the customer as defined for the object in the Agreement file.

Completion time

This column only applies for agreement orders. The completion time indicates within which time span your company has promised to complete the servicing of the object as defined in the Agreement file.

Service code 1-4

The lead texts for these four columns depend on the text defined for the corresponding service code in the Service code table. Each column displays the applicable service code.

Service order priority

This column displays a priority code from the Sales order type table indicating the priority of the job. Valid codes are 1-9, where 1 is the highest priority.

Debtor

This column denotes the debtor of the order.

Debtor name

This column displays the name of the debtor of the order.

Addr no

This column displays the debtor’s first address line.

Delivery address name

This column displays the delivery address.

Address 1-3

This column displays address number 1, 2, or 3 as specified for the customer of the order.

Postal code

This column displays the postal code of the related address number.

City

This column displays the city of the related address number.

Work with sales orders/sales quotations/service orders, Header view, More selections (DMR30019)

Related topics

This panel is accessed when the More selections function key is selected on the Work with sales orders/sales quotations/service orders, Header view panel. It is possible to enter selection criteria to perform an advanced selection over what sales orders/sales quotations/service orders to display on that panel. Click Next to access the next panel where you can enter more selection criteria.

Function keys

Selection

• Order number/Quotation number
• Customer
• Handler
• Order status
• Order type
• Order date/Quotation date
• Reference
• Your order
• Supplier order ref
• Order held level
• Text
• Held reason code
• Salesman
• Invoice customer
• Debtor number
• Customer group
• Customer name
• Expiry date – Only displayed if you are in sales quotation mode

Work with sales orders/sales quotations/service orders, Header view, More selections (DMR30020)

Related topics

This panel displays more selection criteria that you can enter to perform an advanced selection over what sales orders/sales quotations/service orders to display on that panel.

Function keys

Selection

• Destination
• Shipping agent
• Cost centre (Only displayed if cost centre handling has been activated)
• Project (Only displayed if DC1 Project Management has been activated). This selection field is not applicable for sales quotations.
• Order source (Only displayed if the ORDSRACT (Order source active) function has been activated in the Function control file)
• Inventory contract (Only displayed if DC1 Contract Managed Inventory (CMI) has been activated). This selection field is only applicable for sales orders.

Work with sales orders/sales quotations/service orders, Item view, More selections (DMR30021)

Related topics

This panel is accessed when the More selections function key is selected on the Work with sales orders/sales quotations/service orders, Item view panel. It is possible to enter selection criteria to perform an advanced selection over what sales orders/sales quotations/service orders to display on that panel. Click Next to access the next panel where you can enter more selection criteria.

Function keys

Selection

• Order number/Quotation number
• Item
• Item description
• Warehouse
• Order type
• Order status/Quotation status
• Dispatch date
• Customer
• Customer contract
• Sales order priority
• Link type
• Cost centre (Only displayed if cost centre handling has been activated)
• Engineer (Only displayed if working with service orders)

Backlogged

Set this field to YES if you want to display orders with backlogged lines.

Connection

Enter the applicable panel value to display orders with lines for BtB transit lines, BtB direct lines or for lines connected to manufacturing orders. This field is not applicable for a sales quotation.

FOC

Set this field to YES if you want to display orders that contain free of charge lines.

Line held

Set this field to YES if you want to display orders for which lines that are being held.

Text

Set this field to YES if you want to display orders for which order header text has been defined.

Work with sales orders/service orders, Item view, More selections (DMR30022)

Related topics

This panel displays more selection criteria that you can enter to perform an advanced selection over what sales orders/service orders to display on that panel. The selection fields available on this panel are only displayed if the following is true:

• For the MDC related fields, they are only displayed if DC1 Multi Distribution Centre is activated.
• For the Inventory contract related fields, they are only displayed if DC1 Contract Managed Inventory (CMI) is activated.
• For the Project related field, it is only displayed if Project is activated.

Function keys

Selection

• MDC sales order
• MDC purchase order
• To company
• From company
• Inventory contract – this selection field is only applicable for sales orders.
• Contract type – this selection field is only applicable for sales orders.
• Project – This selection field is only displayed if the Project application is activated in Work with companies, and is only applicable for sales orders.

Work with sales quotations, Header view (DMR30023)

Related topics

This is the initial panel for working with sales quotations.

Options

Function keys

Selection fields

Quotation

This column displays the sales quotation number.

Ve

This column displays the version number of the sales quotation.

T

This column lists the sales quotation types.

Valid 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.

OT

This column lists the sales order type used for the sales quotation. In addition, if a sales order will be created from the sales quotation, the order type defined here will be defaulted when copying the quotation to a sales order.

Customer

This column lists the customer number of the sales quotation.

Handler

This column lists the handler of the sales quotation.

Quote value

This column displays the total value of the sales quotation lines, after deduction of quotation header discount, and including VAT (if applicable). Free-of-charge quotation lines are not included.

Expiry date

This column lists the expiry date of the sales quotation, i.e. last date for which the quotation is valid.

St

This column displays the sales quotation order header status.

The status codes for sales quotations are:

Code	Description
10	Entered
20	Printed
60	Closed

Contract base

If this quotation is a type 2 (contract) sales quotation, this column displays the contract base, which specifies whether the sales price quoted on the contract is strictly for the quantity of goods sold, time (service) or both.

Valid codes are:

Code	Description
B	Both quantity and time
T	Time
Q	Quantity

From date

If the quotation is a type 2 (contract) sales quotation, this column displays the starting date from when the contract is valid.

To date

If the quotation is a type 2 (contract) sales quotation, this column displays the end date of the contract.

Open lines

This column denotes if the sales quotation has open lines and displays the number of open lines.

Printed lines

This column denotes if the sales quotation has printed lines and displays the number of printed lines.

Won lines

This column denotes if the sales quotation has won lines and displays the number of won lines.

Lost lines

This column denotes if the sales quotation has lost lines and displays the number of lost lines.

Copied lines

This column denotes if the sales quotation has been copied to an order or contract and displays the number copied.

Deleted lines

This column denotes if the sales quotation has deleted lines and displays the number of deleted lines.

Salesman

This column lists the salesman for the sales quotation.

Description OT

This column displays the description of the sales order type.

Terms of delivery

This column lists the terms of delivery code.

Description TOD

This column displays the description for the terms of delivery code.

Manner of transport

This column lists the manner of transport code.

Description MOT

This column displays the description for the manner of transport code.

Total amt excl VAT

This column displays the total amount excluding VAT in system currency.

VAT amount

This column displays the VAT amount in system currency.

Total amt incl VAT

This column displays the total amount including VAT in system currency.

Inv amt incl VAT

This column displays the total invoice amount including VAT in system currency.

Inv amt excl VAT

This column displays the total invoice amount excluding VAT in system currency.

Inv VAT amt

This column displays the invoiced amount including VAT in system currency.

Debtor

This column displays the number of the debtor, i.e. the customer who is paying the invoice.

Primary curr

This column denotes the primary currency of the sales quotation.

Exchange rate

This column displays the exchange rate.

Terms of payment

This column lists the terms of payment code.

Description TOP

This column displays the description for the terms of payment code.

Credit days

This column lists, if any, the number of credit days allowed before which the invoice must be paid.

Language

This column displays the language code denoting the language in which external documents, (e.g., order confirmation, invoice, etc), should be printed.

Cost centre

This column is only applicable if the cost centre account part (in DC1 Financials) is activated. The cost centre handling function is only used for external orders.

Indicates the cost centre that was entered on the initial Work with sales orders panel. If a value was not entered, the cost centre is retrieved according to the following:

• If a cost centre has been defined in the Signature table for the user that is entering the sales order, that code will be retrieved.
• If a cost centre has been defined for the customer in the Business partner file (A/R basic data panel), that code will be retrieved.
• If a cost centre has been defined in both the Signature table and the Business partner file the default value will be retrieved from the Signature table. The cost centre can be changed. Enter a code from the Account file indicating the cost centre to assign to the sales order.

Note: A security check will be performed to verify if the user is authorised to enter the cost centre.

Order property code

This field is only displayed if the Order property functionality is activated in the DIS control file. Enter a code from Work with order properties. Note: You can, at any time, access Work with order properties to view or change the code configuration. Any changes will dynamically affect all orders to which the code is assigned. See Setting up the order property functionality for more information.

Supplier

Mandatory entry if the Supplier ref mand field is set to YES for the sales order type being used on this sales quotation. There are some cases in which a cross-reference must be made between a sales quotation and a supplier order (i.e. this can be useful for tracking commissions and for following-up on the quotation). Displays the supplier number.

Supplier order ref

Mandatory entry if the Supplier ref mand field is set to YES for the sales order type being used on this sales quotation. There are some cases in which a cross-reference must be made between a sales quotation and a supplier order (i.e. this can be useful for tracking commissions and for following-up on the quotation). Displays the supplier order number.

Customer name

This column displays the customer name.

Customer reference

This column lists the name of the contact person for this sales quotation.

Your order

This column lists the name of the contact person for this sales quotation.

Has text

This column denotes if text is defined on the sales quotation header.

Hold order

The following panel values can be displayed in this column:

Code	Description
O	Indicates that the whole quotation is held from further processing and that held lines exist on the quotation. The quotation is held on order level, meaning that no lines will be processed in, e.g., the pick list printout.
L	Indicates that held quotation lines exist on the quotation. The quotation is held on line level, meaning that quotation lines that are not held can be processed.

The value below the Order held reason code column heading denotes the reason of the quotation being held.

Order held reason code

If either O or L is displayed below the Hold order column heading, this column from the Order held reason code table denotes the reason of the quotation or quotation line(s) being held.

The following order held reason codes are pre-loaded in the system and are applicable for quotations:

Note: All pre-loaded order held reason codes can be protected through the Authority control handling in SECUR.

Code	Description
01	The customer’s total balance has exceeded their credit limit.
03	The quotation is held due to the credit stop code defined in the Business partner file.
20	The quotation is held due to overdue invoices.
30	Sales restrictions exist.
40	The net sales price calculation has yielded a negative value.
51	The quotation is manually held after having contacted the customer.
CU	The customer has been contacted.
HO	The quotation has been manually held.

Error code

This code is only displayed when working in Work with sales quotation in error mode. If an error was found during the copy process, the quotation is created but cannot be processed further until the error is corrected. This column lists the panel value indicating where the error was found.

The following codes could be displayed:

Code	Description
L	Error was found on line level.
H	Error was found on header level.
A	Error was found on address level.
J	Error was found on service job level.

Select the applicable option to drill down to the applicable level to correct the error.

Simulation order

This column denotes if the order type on the sales quotation is for a sales quotation simulation (i.e. like a normal sales quotation but without any updates performed). When creating a new sales quotation, a Quotation simulation function key is available allowing the user to switch to simulation mode.

Quotation date

This column displays the date when the quotation was entered into the system.

Promised date

This column displays the date when the order was promised to be dispatched.

Delivery date

This column displays the date when the goods will be delivered to your customer.

Requested delivery date

This column displays the delivery date that was requested by the customer.

Del addr name

This column displays the delivery address.

Del addr 1-4

These four columns display the delivery address number 1, 2, 3 or 4 as specified for the customer of the quotation.

Del addr postal

This column displays the postal code of the related delivery address number.

Del addr country

This column displays the country code of the related delivery address number.

Del addr county

This column displays the county code of the related delivery address number.

Del addr St/Prov

This column displays the state/province code of the related delivery address number.

Inv addr name

This column displays the invoice address.

Inv addr 1-4

These four columns display the invoice address number 1, 2, 3 or 4 as specified for the customer of the quotation.

Inv addr postal

This column displays the postal code of the related invoice address number.

Inv addr country

This column displays the country code of the related invoice address number.

Inv addr county

This column displays the county code of the related invoice address number.

Inv addr St/Prov

This column displays the state/province code of the related invoice address number.

Work with sales quotations, Item view (DMR30026)

Related topics

This panel displays all sales quotation lines. The order lines are sorted according to the item code, in ascending order.

Options

Function keys

Selection fields

Item

This column displays the item entered on the sales quotation line.

Quotation

This column displays the sales quotation number.

Ve

This column displays the version number of the sales quotation.

Line

This column displays the sales quotation line number.

St

This column displays the quotation line status and description of the status.

Status codes are:

Status	Description
10	Open
20	Printed
30	Won
60	Copied to order/contract
90	Lost

Dsp dt

This column lists the date that the goods will be dispatched to your customer.

Whs

This column displays the code from the Warehouse table denoting the warehouse from which the item should be delivered.

OT

This column displays the code from the Sales order type table denoting the order type of the line.

Quantity

This column displays the quantity to be delivered. The quantity is expressed in the unit displayed below the Unit column heading.

Price

This column displays the sales price of the item being sold. The price is expressed in the unit displayed below the Unit column heading and in the currency displayed below the Currency column heading.

Prc unit

This column is 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.

Price code

This column displays the price code denoting how the sales price was established. The price code is defined in the Item price code table.

Price code description

This column displays the description of the price code.

Currency

This column displays the currency in which the price is expressed.

Item description

This column displays the description of the item.

Bl

This column is set to YES if the line has been backlogged or itself is a backlog line.

Lt

This column lists the link type for the line. The link type indicates what kind of line is displayed (Parent or Component, FOC base or FOC item line). See Link types for more information.

Has text

This column denotes if text is defined on the sales quotation line.

Simulation order

This column denotes if the order type on the sales quotation is for a sales quotation simulation (i.e. like a normal sales quotation but without any updates performed). When creating a new sales quotation, a Quotation simulation function key is available allowing the user to switch to simulation mode.

Work with sales quotations, Job view (DMR30029)

Related topics

This panel displays all open service jobs. From this panel you can maintain, e.g. quotation lines, job and action texts.

Options

Function keys

Selection fields

Quotation

This column displays the quotation number to which the job belongs.

Ve

This column displays the version number of the quotation.

Job

This column displays the job number within the quotation.

Item

This column displays the item number on the job if service object is defined as mandatory on the order type (Object handling). Otherwise, this column is blank.

Serial number

This column displays the serial number on the job. This field is blank if serial number is defined as optional on the order type (Object handling).

Description

This column displays a description of the item of the quotation.

Customer

This column displays the prospect of the quotation.

Customer name

This column displays the name of the customer of the quotation.

Requested service date

This column displays the requested service date.

Requested service time

This column displays the requested service time.

Engineer

This column displays the engineer responsible for performing the job.

Name of engineer

This column displays the name of the job engineer.

Recommended kit

This column displays a code from the Recommended kit table indicating the action that needs to be taken for the job.

Agreement

This column displays the service agreement connected to the job object, if such an agreement exists.

Closed

This column denotes if the order has been closed.

Order status

This column displays the status.

Calling date

This column displays the date when the customer contacted your company requiring the service job.

Calling time

This column displays the time when the customer contacted your company requiring the service job.

Warranty

This column displays the supplier warranty code, if such a code exists.

Location

This column displays the location of the job.

Order type

This column displays the order type of the job.

Response time

This column only applies for agreement orders. The response time indicates within which time span your company has promised to reply the customer as defined for the object in the Agreement file.

Completion time

This column only applies for agreement orders. The completion time indicates within which time span your company has promised to complete the servicing of the object as defined in the Agreement file.

Service code 1-4

The lead texts for these four columns depend on the text defined for the corresponding service code in the Service code table. Each column displays the applicable service code.

Service order priority

This column displays a priority code from the Sales order type table indicating the priority of the job. Valid codes are 1-9, where 1 is the highest priority.