DI REQOTE retrieval, Generate sales quotations (DMR49501)

This program allows you to retrieve customer requests for quotes from the DI database.

Note: If the order type is active as a key in the Sales pricing & discount methods file, the order type is not added to the Sales quotation header file.

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

Retrieval rules

Inc prv proc w error: Indicate if previously processed records with errors should be included in the selection. If set to YES, all records in the selection above will be processed. If set to NO, only those records in the selection above that have not contained errors will be processed.

DI REQOTE retrieval, Generate sales quotations (DMR49502)

This program allows you to copy customer requests for quotes from the DI database.

Function keys

F2	This function key allows you to run the routine interactively.

Creation overrides

In the fields below you enter information concerning the document you wish to override.

Handler

Order type: Enter the sales order type that will be used for the sales quotations that are about to be created. Note: This field is mandatory if the IBS SMS application is installed and activated, to be able to retrieve SMS rebates to the sales quotation lines. The search for the best SMS rebate is performed for those quotations that use a sales order type where the SMS rebates field is set to YES.

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.

Delivery time

Due date

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 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.

Simulation

Print list

Details