This program allows you to retrieve customer requests for quotes from the DI database.
Note: This routine can be run either in batch or interactively (by pressing F2). By running this routine interactively, the applicable control panel from the Sales quotation creation from DI routine will be prompted for the sales quotations that contain erroneous information. The errors can be corrected immediately.
If the option to obtain a printout was selected, a list will be produced for only those sales quotations not containing any errors. Caution should be taken, however, if doing an interactive run as it could affect the performance of the machine, in the event that many sales quotations are selected for processing.
By running this routine in batch, a list will be produced, if selected, of both the sales quotations containing erroneous information and those not containing any errors. The errors can be corrected by re-running this generation routine interactively, as described above.
Selection
- Creation date
- Customer number
- Customer quote no
- Method name
- Method subtype
Creation overrides
In the fields below you enter information concerning the document you wish to override.
- Handler
- Order type
- Enter a code from Work with sales order types. If you do not enter an order type, then the system will retrieve it from the DI database.
- Currency
- Enter a currency from the Currency table. If nothing is entered the currency from the DI database is retrieved. If no currency was defined there, the default currency for the customer, from the Business partner file, is retrieved.
- Dispatch date
- Enter the dispatch date. If nothing is entered the dispatch date from the sales quotation from the DI database is retrieved.
- Expiry date
- This field is defaulted with today’s date + Quotation expiry days (defined in the DIS control file), but can be changed. Enter the expiry date. If nothing is entered the expiry date from the sales quotation from the DI database is retrieved.
Creation rules
- Get new prices
- Indicate if new prices should be retrieved and updated for this quote. Must be set to YES if the Currency was entered.
- Pricing date
- This field can only be completed if Get new prices is set to YES. Indicate the date used to price the sales quotation lines.
- Sales promotion
- This field is only displayed if the DC1 Advanced Promotion Handling (APH) application is not activated, and at least one open sales promotion exists that is flagged for promotion pricing and can only be completed if Get new prices is set to YES. Enter the sales promotion. When you enter a promotion, the sales quotation header is flagged as being promotion priced, and the entered promotion is used to price the lines on the new sales quotation.
- Promotion code
- This field is only displayed if the DC1 Advanced Promotion Handling (APH) application is activated, and at least one open sales promotion exists that is flagged for promotion pricing and can only be completed if Get new prices is set to YES. Enter the sales promotion. When you enter a promotion, the sales quotation header is flagged as being promotion priced, and the entered promotion is used to price the lines on the new sales quotation.