New

Refer to Estimating, Routing & Quote Management > File > Estimating/Standard Routers for information about setting up the Quote report and other information that may be helpful concerning the report.

A Customer or Prospect master must be set up in Accounts Receivable > File prior to entering quotes. In addition, the Standard Estimating/Quoting Company Options, Advanced Estimating/Quoting Company Options and Order Entry Tables should be reviewed before creating quotes in Global Shop.

Estimating/Routing & Quote Management > File > Quick Quote > New

To see the Data Conversion Mapper table "Quote Master," click here.

Enter or browse for the Customer/Prospect for this quote. Once the Customer/Prospect information loads on to the quote screen the Customer look up is no longer available for selection.

Note: If the Standard VAT Option Use VAT Features is turned on, additional fields are visible on the screen. See the VAT section under Order Entry > File > Sales Orders > New for further information.

The majority of the information in the quote header defaults from the customer/prospect master and the company options.

Quote. If the company option is set to manual numbering, enter the Quote number for this quote.

Customer. The Customer, or prospect, number defaults from the customer/prospect master.

Ship To Id. The ship-to address on the quote header is the default Ship-To Address for this customer/prospect. To select a different ship-to address for this quote, refer to the Addl Addrs button on the Sales Order Header screen.

Language. If the customer/prospect is designated as using a language different than the company in their master record, this field is populated with the appropriate language code. If a translated inventory part description in that language has been established, the part descriptions on the quote are in the appropriate language.

Quote Currency. The quote currency defaults from the customer/prospect master and cannot be changed.

Catalog Currency. The catalog currency defaults from the customer/prospect master and is applicable if the user has Multi-List Pricing. The Catalog Currency can be changed to your Company Currency if necessary.

The four radio buttons are used in the Quote Approval System. The Quote Approval System allows control over which quotes are sent to customers. The Advanced Estimating/Quoting Company Option must be turned on to Use Quote Approval System. In addition, one or more users must be set up as a Quote Approver through System Support > File > User Options. Quote Approvers are those users that can access a quote when it has been submitted. In addition, when the status of the quote is changed to Approved, the Quote Approver is prompted to enter their password and an email is sent to the Salesperson to notify them that the quote has been completed and is ready to send to the customer.  When the quote has been approved an email is sent to the Salesperson to notify them that the quote has been completed and is ready to send to the customer. The Salespersons email must be entered in Company Options (Standard)> Accounts Receivable Tables > Salesperson Entry.

In Process. New Quick Quotes will default to In Process. While a quote is in process, it can be modified by users with access to the quote system. The quote cannot be printed or emailed. When the quote is complete, the quote originator changes the status of the quote to submitted.

Submitted. At this point, only quote approvers can access or change the quote. If the quote approver wants the originator to change the quote, the approver changes the quote status back to In Process. If the quote is correct, the quote approver changes the status to Approved.

Approved. Now the quote originator can send the quote by printing or emailing the quote, but the quote can't be modified. Once the originator has sent the quote, they will change the quote status to Sent.

Sent. After printing the Quote Laser Form or emailing the quote to the customer/prospect, the quote originator will change the status to Sent.

Pre-Quote. Check this box to mark the quote as a Pre-Quote. This box can be unchecked at any time.

If the company uses the Quote Approval System, the quote status will be displayed in when the user View Quotes by Sales Rep or Sort 1. Also, the quote status will appear on the Quotes Open by Salesperson and Open Quotes by Sort 1 and both reports allow users to sort their quotes by status.

Credit Limit. The Credit Limit amount for the Prospect or Customer is displayed.

Bill-To Address. This is the customer name and billing address from the customer master. Edit this address as necessary for this quote. Changes made here will not be written back to the customer master.

Ship-To Address. This is the customer/prospect name and shipping address from the customer/prospect master. Type directly over this address to change the shipping address information for this quote only. To select a different shipping address from the customer/prospect master additional addresses, refer to the Addl Addrs button.

Note: For Bill-To and Ship-To Addresses, the Non US box may be checked to use Address lines 3 through 5 rather than the City, State, Zip fields.

Contact Name. Click the look up button to select a contact name from the customer/prospect Contact Master. The system will return the Contact Name, Phone, and Email address from the contact master.

Quote Date. The system supplies today's date as the quote date. Override this date if necessary.

Due Date. The system supplies today's date as the due date. Enter a different date if necessary. Each line added to this quote will default to this due date, although the line item due dates can be changed also.

Reference. The Reference from the Standard Estimating/Quoting company options will default. It is possible to enter a different reference, up to 15-characters.

Expiration. The quote expiration information will default from the Standard Estimating/Quoting company options. This may be overridden with a 10-character description.

Price Class Disc. Refer to the sales order header page for information defined for this field.

Quote Disc. If an Order Discount is specified in the customer/prospect master, the system will display the discount rate.

Price Category. If a Price Category is specified in this customer's master file, the Price Category code defaults. A different code from the menu of price categories set up in System Support > Administration > Company Options (Standard) > Order Entry Tables > Price Category Table.

Discount All Items. If this quote has a Price Class Discount or Quote Discount, check this box and the system will automatically calculate the discount amount for each line item added to the quote. If this option is not checked, the user can choose on each line whether to apply the discount.

Margin. This is the gross profit percentage for the quote and is calculated by the system.

Sort 1and Sort 2. Each field is 20-characters. These fields can be modified in Quote Won/Loss and will carry over to the Order Sort 1 and Order Sort 2 fields, respectively if the quote is won.

Locn. Click the look up button to select the location from which this quote is taken. This look up is populated by the Location Table created in System Support > Administration > Company Options (Advanced) > Manufacturing Tables. If this field blank is left blank, the default location will be used for this quote. If the company option is set to Default the Part Location on Order Lines to the Order Header Location (System Support > Administration > Company Options (Standard) > Order Entry), then lines added to this quote will have this location code in the part Locn field.

Last Item No. For new quotes, this field will be 000 indicating that no lines exist. If a line number is entered, then lines added to this quote will be numbered with the next sequential line number. After lines are added, this field will display the last line number on this quote.

Approved By and Approved Date. If using the Quote Approval system, the User ID and date they signed off to approve the quote will be provided by the system.

Area and Branch. If using multi-branch accounting, the system will supply the codes from the customer/prospect master. If the CUSTOM company option is turned on, the system will supply the Area and Branch codes from the User's file (SEC004/L) that entered the quote.

Sales Rep. The salesperson specified in the customer/prospect master will default. To change the salesperson for this quote, click the look up button to select from all salespersons set up in System Support > Administration > Company Options (Standard) > Accounts Receivable Tables > Sales-Person Entry).

Comm Type. The Commission Type defaults from the customer master but can be changed if necessary. A different commission type corresponding to the established types entered through System Support > Administration > Company Options (Standard) > Accounts Receivable Tables > Commission Types may be entered.  The commission type entered will default to the line items screen and may be used in commission calculations if set up through Accounts Receivable > File > Maintain Commission Rates.

Terms. The Terms message defaults from the customer/prospect master and identifies the payment terms for this order. Click the look up button to select different terms from those set up in System Support > Administration > Company Options (Standard) > Accounts Receivable Tables > Terms Entry.

Project. If using Project Management to map a quote to a Project, use the Project look up to select the appropriate project. A single quote may not encompass more than one project.

Process Group. This is a custom field.

Primary Group/Secondary Group. If Group Pricing is used and the Customer Master for the customer/ship-to on the Quote has defaults set, the Primary / Secondary Groups codes are populated; however, they can be manually edited/deleted/added on the Quote header. Group codes are established in Order Entry > File > Group Part Pricing. Carefully review the explanation at the beginning of the Group Pricing topic and the example at the end of the topic concerning how Primary/Secondary Group prices are applied to confirm the Group Codes are in the correct order if two codes will be used for the customer.

Carrier/Service Type. The default Carrier/Service Type from the AR Customer master is listed on the quote header. Change the Carrier/Service Type, if needed.

Ship Via. The Ship Via message defaults from the customer/prospect master and identifies the method of shipment for this order.   A different Ship Via my be selected from those set up in System Support > Administration > Company Options (Standard) > Accounts Receivable Tables > Ship Via Entry.

Carrier Account. The Carrier Account field populates with the customer's appropriate account number for the selected Carrier or Carrier/Service Type, if one exists. This information pulls from the Carrier Accounts table found in the Standard Accounts Receivable Tables. If the Payment type on the Carrier record is Collect or Third Party, the account number can be changed.

3rd Party Freight. The 3rd Party Freight customer number will be used to pull the correct 3rd party address to print on the bill of lading. It will also be used in the UPS interface. Open the look up for a listing of all customers. Select the necessary 3rd Party Freight customer. The field can be changed for the default ship-to for the order on the order header screen or in the order entry additional address screen for any ship-to records that are not the default for the order.

FOB. The FOB message defaults from the Standard Estimating/Quoting company options and identifies the party responsible for freight payment. Select a different FOB message by clicking the look up button and selecting from the messages set up in System Support > Administration > Company Options (Standard) > Accounts Receivable Tables > Ship FOB Entry.

Delivery. The system will default the Delivery message from the Standard Estimating/Quoting company options.  Enter a different message, up to 30-characters.

Freight Zone. The Freight Zone specified in the customer/prospect master will default. To select a different Freight Zone, click the look up button and select from the freight zones set up in System Support > Administration > Company Options (Standard) > Order Entry Tables > Freight Rate Entry.

The buttons across the bottom of the Quote Header are:

Note: If Shipping Integrator is used and there is a Carrier/Service Type combination on the Quote header that triggers the UPS Shipping Integrator software, two fields (Estimated Cartons and Estimated Weight) and one button (Freight Quote) are added to the screen. Review the explanation in the Shipping Integrator topic for usage instructions.

Save

When satisfied with the quote click Save. The system returns to the customer selection screen so that another quote may be entered.

Delete

This button is grayed out in new mode.

Addl Addrs

Click the Addl Addrs to add additional ship-to addresses to this quote.

This screen displays the default ship-to information for this customer/prospect.

Click the New Quote Addrs button to add an established ship-to address to this quote. Highlight the Ship-To to add to the quote and click Ok. Information for the Ship-To ID selected will overlay the various fields in the lower portion of this screen. To review the tax rates for this address, click the Taxes button.

Check the box Default Quote Ship-To if this Ship-To ID should be the default for the quote; the quote header and all lines added to this order will use this address. Click Save and the address will be added to the quote; it is identified in the upper portion of the screen. The default address is preceded by an asterisk (*). This is the address that appears on the quote header and defaults on new quote lines. To delete an address from this quote, double click the line in the upper box. The address information will be displayed below. If this is the correct address to remove, click Delete.

Click the New Ship-To Addrs button to enter a ship-to address that does not currently exist as a Ship-To ID for the customer/prospect. The addition of the Ship-To Address is covered in Accounts Receivable > File > Customer - Additional Ship-To. Select the previous link to review the instructions.

Note: Quick quote does not support multiple Ship-To Ids per quote; therefore, the Lines button will be grayed out.

Click Exit to return to the quote header.

Comments

Select the Comments button to enter or edit comments to print on the header and/or footer of quotes, quote acknowledgments, packing lists, and/or invoices for this customer.

First, select to print Position on Forms: Header or Footer. Next, check the box(es) of the forms to print the comments. Note: The user must select the forms before entering and saving text. Forms cannot be edited, added, or deleted once the text is saved.

Select the Insert Value drop down to add the inventory Alt Desc and select the Insert button to save.

Select the Insert Text Code button to open a look up to select from the text created in Estimating/Routing & Quote Management > File > Extra Text > Text Codes. Click the Select button from within the look up to add the text to the description box. Select the Save button to save the text.

To edit text, select Edit from the Select View drop down. Select the text to edit by double clicking on the desired text sequence in the grid. The selected forms for the text to print on are checked within the grid. Note: The user cannot edit forms once text has been saved. The user must either delete the existing text or add a new text sequence to change or add forms for the text sequence.

The text displays in the text box to edit.

Select Save to save changes made to the text. Select Clear to clear the text from the screen. Select Delete to delete the text sequence.

To preview the text on a form, select Header or Footer from the Position on Forms drop down and then the form to view from the Select View drop down.

When finished adding comments for this quote, select the X to exit the screen and return to the quote header.

Print

After lines have been added lines to this quote and returned to the quote header, click the Print button to print the Quote Laser Form. If using the Quote Approval System, the Print button is only available after the quote has been approved.

Email

The Email button is unavailable until lines are added to this quote. After adding lines, return to the quote header and select the Email button:

Select the drop down under Choose an existing contact to select from a list of contacts added under Customer Relationship Management. When a contact is selected, the email may be edited by typing in the Enter an email address text box. A non-existing contact email address may also be entered.

Select Add to add the contact to the list of recipients.The Recipients box displays a list of recipients to be emailed the quote. Select a recipient and click Remove to remove a contact from the list of recipients.

The Subject of the email defaults to the quote number. The Body of the email defaults to Dear CONTACT at COMPANY, Quote # is attached - Sender. Both the Subject and Body are able to be edited.

Select Send to send the message with the quote attached as a .pdf to the recipients added to the recipients list. Courier must be running for the message to send.

A quote can be emailed again by selecting the Email Quote button.

Taxes

Refer to the Taxes section under the sales order header information for more details.

Notes

Click the Notes button to add unlimited text notes to the quote header.

Text entered here can be viewed in Quote Won/Loss.

User Fields

Five User Fields are available on the quote header and are defined in System Support > Administration > Company Options (Standard) > Estimating/Quoting. Click the User Fields button:

Each field is 30-characters. If a Validation Table was set up for the order header user fields in Company Options (Standard) > Order Entry Tables > User Fields and the Standard Estimating/Quoting option Use Order Entry Validation Rules is turned on, then the user may select the valid user field entries from the look up.

Click Ok to save the user field information and return to the quote header

If user fields are required on the quote header but were not entered under the User Fields button and the Advanced Order Entry option Prompt for User Field During Order and Quote Header Validation is turned on, the following screen will appear for each user field that is marked as Required if the user tries to leave the quote header screen before entering the required user fields:

Enter or browse for the correct user field. Click <Enter> or <Tab> to save the value. This screen will appear for each user field that is required that was not previously entered under the User Fields button.

Freight

Refer to the Freight section under Order Entry for more information.

RFQ

To request a quote from a vendor based on a line(s) of the quote, click the RFQ button:

Enter in a required date. Check the option to Add Description from Quote to RFQ to include the additional description added to the line(s). Click Ok to go to the Multi Line RFQ screen.

A list of all line items on the quote appear. Select which line(s) to quote and which vendor(s) to send to and Process to generate the RFQ.

Won/Loss

After Lines have been added to the quote, click the Won/Loss button to move to the Mark Quote Lines screen. This is a shortcut to Estimating/Routing & Quote Management > Transactions > Quote Won/Loss so click on the link to move to that topic to review the instructions. Note: Only users with user security permissions to the Quote Won/Loss menu item will see this button. If the Standard Estimating/Quoting option is on to Hide Won/Loss Button on Quote Header, this button will not be visible to any users.

Note: If the Advanced Estimating/Quoting Company Option Use Quote Approval System is checked, the Won/Loss button is not accessible until the quote has been approved.

Exit

If Exit is clicked before clicking Save and there are no lines for the quote, the system will ask if the user wishes to delete the quote header? If Yes is clicked, the quote will not be created. If No is clicked, the quote will be saved and lines can be added through Quote Entry > File > Quotes > Open.

Lines

To add line items to this quote, click the Lines button.

Lines

From the Quick Quote Header, click the Lines button to add line items to this quote. If changes have been made to the quote header, the system will ask to save before opening the Quote Line Items Screen.

Note: If the Standard VAT Option to Use VAT Features is on, additional fields will be displayed on the lines screen. See the VAT section under Order Entry > File > Sales Orders > Lines for further information.

Line. The system will default the next available Line number. If this is a new quote and the user didn't enter the Last Item No. on the header, then the Line number will be 001. If lines already exist, click the Line look up to select a line to maintain. The line field in quoting is 3-characters with a 1-character suffix. This allows for quoting multiple quantities for a single item.

Retrieve Part Info from Router. To create a line item based on a part's router, check this box and the Part/Rev/Loc look up will change to the Router look up.

Insert At Line. Select to insert a new line in the quote at the specified Line number. Enter the Line number where the new quote line is to be inserted in the field provided. After Save is clicked for the inserted line, all existing quote lines equal to or greater than the inserted line number are renumbered. This allows a quote line to be added in the middle of a quote without having to delete existing quote lines.

If the Standard Estimating/Quoting Company Option Use Sub Line Features For Copy, Insert, and Save in Quick Quote Lines Screen is on, a new Sub line can be inserted at the specified Sub line number. When a new sub line is saved, all existing sub lines equal to or greater than the inserted sub line are renumbered. Sub lines can be inserted until 9 sub lines exits for the line number. A sub option, Apply Parent Quantity to Copied Sub Lines, can by activated to apply the parent quantity as a variable to determine the quantity for the sub lines.

Part/Rev/Loc. Enter the part number for this line item or open the look up to select an inventory part. If this order line is for a feature part with a Configurator Master, go directly to the Configurator button.

Note: This is a required field.

Description. The system returns the first 30-characters of the part description from the inventory master. Alternatively, the customer's SO Line Desc/Text Override setting can cause alternate text to display instead of the part description if the Advanced Order Entry Company Option Always Use Inventory Extra Description is selected. If a non-inventory part was entered, the description must be manually input. If the customer/prospect is defined as a foreign language customer/prospect and a translated description has been established in the inventory master in the customer/prospect's language, the translated description will populate the description field.

Customer Part. If the part selected has a part cross-reference for this customer, the system will supply the Customer Part number.

UM. For inventory parts, the system will return the unit of measure from the inventory master. For non-inventory parts, the applicable UM (i.e. EA, LB, etc.) must be entered. If Unit of Measure codes have been established in the Advanced Manufacturing Tables, select the UM look up to chose the appropriate unit of measure.

PL. If inventory is classified by product line, the system will retrieve the product line from the inventory master. Use the PL look up to edit the Product Line.

Order Qty. Enter the quantity for this quote line and tab to the next field. Note: This is a required field.

Weight. If applicable to the part selected, the system will retrieve the weight from the inventory master.

Price. This is the unit price. The system will return the applicable price type according to the pricing hierarchy:

1. Contract (Part) Price

2. Group Price

3. Price Category Price

4. Part Price Code Price

5. Volume Quantity Discount Price

6. Alternate Price

7. Inventory Price

If the user uses Configured Price, Sulzer Price, or BPM Price, these price types will override those listed above. The price type will be displayed in the gray box immediately to the right of the Price field. To select a price type that was overridden, click the look up button next to the Price field:

To enter a new price specific to this quote line, type directly in the Price field. The system will return the price type, Quoted Price.

Eff Date. Effective Date is used for Contract Pricing and is not relevant to quoting.

Include Freight in Price. If the part has a weight and the customer's Freight Zone is specified on the order header, then the freight per piece may be calculated to be added to the unit price. Check this box and the system will display the freight per piece immediately to the right of this field and increase the Price by that amount. If discounts are applicable to this quote line, the discounts will be calculated before the freight per piece is added to the Price.

Margin. The system will calculate the gross profit margin for this line (Cost/1-Margin = Discounted Price). If a specific Margin percentage (i.e. 85.5%) was entered, the system will calculate the price to charge in order to obtain this profit margin. If the company option to Protect Line Item Cost Field (Company Options (Advanced) > Order Entry) is not turned on, then the unit cost can be modified to adjust margin; however, this is not recommended.

Cost. The system will return the cost from the inventory master. If this is a non-inventory part, enter the Cost if the company option is not on to Protect Line Item Cost Field (Company Options (Advanced) > Order Entry).

Alt Cost. The system will return the alternate cost from the inventory master.

Discounts. Three types of discounts are available:

1. Order/Quote Discount

2. Price Class Discount

3. Product Line Discount

If a price class and/or order discount is on the order header and the user checked the box to Discount All Items, then the Yes button will already be selected, the discount rate will be supplied in the corresponding field(s) (Order, Price Class, Prod Line). The Disc Amt will be calculated according to the Discount Company Options. It is possible to enter a different discount rate for each type for this line. If Discount All Items was not selected, then the Use Default button will be selected and the system will read the company options to determine which prices types to apply discounts to, and in what order. The price types selected in the user's discount company options may be overridden by manually selecting Yes or No to apply the discount.

Promise Date. The system will default the Promise Date to the Due Date from the order header. Override this date if necessary.

GL Acct. This is the revenue account to be credited for the sale of this item. The system retrieves the default Sales account from Company Options (Standard) > Accounts Receivable Tables > Account Maintenance - Sales, or the GL Account from the customer/prospect master if different from the default Sales account. To select a different account, select the look up button to select from the chart of accounts. Note: This is a required field.

Sort. This 12-character user field can be utilized in ODBC reporting.

Group. This 10-character field is not used at this time.

Info 1 and Info 2. These user fields are 20-characters each and can be used to store additional information for this quote line.

Comm Type. Defaults from the quote header commission type. If necessary, it is possible to override the commission type since commissions can be calculated differently per line item.

Taxable. If tax authorities exist for the Tax Zone/Zip for the ship-to address on this line item, this box will be checked and the taxes for this line automatically calculated. The Taxable check box can be toggled for each line.

Create Requisition. Check this box to create a vendor quote for this part. After the quote is saved, the requisition is created and can be processed through Automatic Purchasing.

Create Contract Part Price. Check this box to have the system create a Contract Part Price for the customer, part, and price entered when saving the line. After the line is saved, the contract part price screen displays in order to make changes or add comments. Click Ok to save the new contract part price for the customer. If a contract part price already exists for the customer, part, and price, the checkbox will be grayed. In addition, quantity price breaks on the contract part price screen can also be created automatically from quick quotes. If a line is copied and different quantities and prices are entered for the same part, clicking Create Contract Part Price on any of the copied lines transfers the quantities and prices to the Quantity and Price fields on the Contract Part Price screen in ascending quantity order. Note: A contract part price cannot be created for a prospect.

User Fields 1 through 5. Each field is 30-characters. The field titles are user-defined in the Quote User Fields section in System Support > Administration > Company Options (Standard) > Estimating/Quoting. Click the look up buttons to select from a list of User Fields. The User Fields are user-defined in System Support > Administration > Company Options (Standard) > Order Entry Table Maintenance > User Fields.

Part Price Code. If a Part Price Code is on the selected Inventory Part, the value will display. This field and look up will be available to edit, if the Standard Order Entry Table – Pricing Options – Part Price Code Pricing option Allow Change at Line Level is turned on. If there is a Part Price Code/Customer Class Code record that matches the Customer Class Code and the displayed Part Price Code, the appropriate pricing calculation will occur. Review Part Price Code Table Maintenance to see how the price is calculated.

Price Category. If the Standard Order Entry Table – Pricing Options – Price Category Pricing option Allow Change at Line Level is on, the Price Catg field appears on the Lines screen. If a Price Category is on the Quote header screen, it defaults to the Lines field; however, it can be changed to a different Price Category for the customer or deleted to remove any Price Category pricing for the line. The Price Category look up displays only those price categories that are associated with the customer.

Phase. If using Project Management, each line item in a quote may apply to different Phases of the same Project but a single line item may not encompass more than one Project Phase. This obstacle is easily overcome by quoting portions of the bid on separate line items to allow association to different Project Phases. The system will also map the quote to the Default Sales Phase defined in the Standard Project Management Company Options but it can be edited.

The following values are supplied by the system and cannot be overridden:

Extended Price. This is the discounted Price * Order Qty (or Weight) for this line.

Gross Quote Total. This is sum of list Price * Order Qty (or Weight) for all lines on this quote, excluding Taxes, Freight, and Discount.

Taxes. This is the total tax amount for all lines on this quote.

Freight. This is the total freight for this quote.

Discount. This is the total discount amount for this quote.

Net Quote Total. This is the Gross Quote Total + Taxes + Freight - Discounts for this quote.

If the Advanced Estimating/Quoting Option Display Total Weight for All Quote Lines in Quick Quote Lines Screen is checked, a Weight Total field will appear beneath the Net Quote Total with a sum of the weight of all lines on the quote.

The buttons along the right side of the screen are:

Delete

The button is not available in New Mode.

Copy Line

If the user takes blanket orders or has multiple ship dates for a single item, there are two options in quoting:

1. Have the system automatically create a line on the quote for each shipment, or

2. Create a Shipment Schedule or Multiple Quantity Distribution (MQD) to schedule multiple due dates and quantities for a single line item.

To use option 1, click the Copy Line button after entering all necessary information for the current line item

Choose the applicable copy option for the line:

Increment Line Number. This option creates a new line number (i.e. 001, 002, etc) for each new line.

Increment Line Suffix. This option creates the new line(s) as a suffix to the existing line.

Increment Line Number Include Sub Lines. This option is only available if the Standard Estimating/Quoting option Use Sub Line Features For Copy, Insert, and Save in Quick Quote Lines Screen is on. This option creates a new line along with the appropriate sub lines. If the sub option, Apply Parent Quantity to Copied Sub Lines, is active, the parent quantity is applied as a variable to determine the quantity for the sub lines.

Enter the Due Date, Quantity and Price for each new line to create. If a Due Date and/or Price is not entered, the value from the original line is copied.

Select the Save button to return to the Lines screen. Select the Save button on the Lines screen to create the new lines.

Ship Sched

To use option 2, click the Ship Sched button.

The fields at the top of the screen are for reference only and cannot be modified. Enter the first shipment date in the Due Date column and tab to the next field. Enter the quantity to ship in the Quantity column. The system will reduce the Unscheduled Quantity as Due Dates are added. When the Unscheduled Quantity is zero, click Ok to return to the quote line screen. If this quote is turned into a sales order, the Ship Schedule will be copied to the MQD file.

Status

If an inventory part is selected for this line, click the Status button to view and print the Part MRP.

Taxes

Select the Taxes button to review the rates applied and the taxes calculated for this quote line.  Remove a tax rate from the calculation by deselecting the Apply box. Other fields in this screen cannot be changed. The taxes can be factored to six decimal places, instead of two, by activating the Advanced Sales Order option Use Six Decimal Tax Precision for Tax Presentation.

Select Save to save changes and return to the quote line.

Note:  For more information about the Taxes screen, refer to the Taxes section under the sales order header information.

Text

 To add comments to this line item, select the Text button.

Text is saved as Manual, Inventory Part Description, or Additional Description.

To enter text manually, type the desired text in the text box. Select Save to store the text. The drop down at the top of the screen becomes active once the text is saved. When the user reenters the screen, they can select Manual from the top drop down to view saved manually entered text for the quote line. The user may clear the text from the screen by selecting the Clear button.

Select the Insert Value drop down to add the Inventory Part Description and Additional Description to the quote line. Select Insert to insert the inventory text into the quote line and Save to save the text. When the user reenters the screen, they can select Inventory Part Description and/or Additional Description from the drop down at the top of screen to view the saved inventory text.

Select the Insert Text Code button to open a look up to select from the text created in Estimating/Routing & Quote Management > File > Extra Text > Text Codes. Click the Select button from within the look up to add the text to the description box. View saved text codes by selecting Manual from the drop down.

To edit Manual, Inventory Part Description, and Additional Description text, select the desired description type from the top drop down. To preview how the text prints on the quote, select Preview from the top drop down.

Exit the screen to return to the quote line screen.

Quote History

Click the Quote History button

This screen shows quote history for the inventory part on the line and the customer on this quote. Use the radio buttons at the top of the screen to toggle the user's view. If this customer/quote is in a different currency, the user has the option to display quote history in Company Currency or Order (Quote) Currency.

All Parts/This Customer

This screen shows all quotes for this customer, regardless of part number.

This Part/All Customers

This screen shows all quotes for this part number, regardless of customer.

Click Exit to return to the quote line.

Sales History

Click the Sales History button:

This screen shows sales order history for the inventory part on the line and the customer on this quote. The Cut-Off Date will default to last year’s date to display all sales orders from Cut-Off Date through today.  Change this date to narrow the view. Use the radio buttons at the top of the screen to toggle the view. If this customer/quote is in a different currency, it is possible to display quote history in Company Currency or Order (Quote) Currency

All Parts/This Customer

This screen shows all sales orders for this customer.

This Part/All Customers

This screen shows all sales order for this part.

This Part/All Cust/Last Sale

This screen shows the last sales order booked for this part by all customers.

Click Exit to return to the quote line screen.

Notes

Click the Notes button to enter additional information for this line. Line item notes can be accessed in Quote Won/Lost and through Estimating/Routing > View > Quotes by Part Description.

Configurator

The Configurator is used for multi-featured parts. If the user is not licensed for the Configurator, this button will be grayed out. For more information on using the Configurator, follow this link.

Allocate

Click the Allocate button to allocate parts to the entire quote quantity or part of the quote quantity for this quote and line.

Save

 When satisfied with the information for this line item select the Save button. The next available line number will be displayed. To quote a different quantity for the same part, enter the line number of the part to "copy" in the Line field, then enter 1 in the extension field to the right of the Line field. The system will ask Copy line? Click Yes and the part information for the line will be displayed:

Change the Quantity, Price, and any other information for this line and click Save.

To modify a line that has been saved on this quote, double-click the line in the lower box.

Save Sub

The Save Sub button is only available if the Standard Estimating/Quoting option Use Sub Line Features For Copy, Insert, and Save in Quick Quote Lines Screen is on. The Save Sub option saves the line and increments the sub line on the screen instead of incrementing the line number.

Clear

To not save the line item, click Clear and the line number will remain active, allowing the user to enter new information for this line.

Exit

When finished entering lines for this quote, click Exit to return to the quote header.

If changes are made to the quote header, click Save before exiting or going back into the quote lines. Click Exit to return to the Customer look up options. Select another customer to create a quote for, or click Cancel.

Open

Estimating, Routing & Quote Management > File > Quick Quote > Open

Enter the Quote No. or click the look up button:

Select to locate the quote by Quote Number, Sales Rep, Customer Name, Product Line, Sort 1 or Part Number. Enter a Search Value in the field provided if desired. Click Ok to open the quote look up.

Choose the quote to maintain and click Ok.

Refer to New Quotes for complete description of the fields and buttons in the quote header. The user may edit the fields as necessary in this screen. If changes are made to a field that affects line pricing (i.e. Due Date or Discounts) click Save to apply the changes to the existing line items.

Click the Lines button to maintain line items on this quote.

The next available Line number will be displayed. Enter the new line, or double-click an existing line in the lower box to modify. To delete this line click the Delete button. The system will confirm this action. Click Yes to continue or No to cancel.

Any field in the line screen can be modified as necessary. Refer to New Quotes for complete description of the fields and buttons in the quote line screen. Click Save after making any changes to the quote line. The next line number will be displayed. Enter the new line or click Exit to return to the quote header.

Copy

Estimating/Routing & Quote Management > File > Quick Quote > Copy

Use this option to copy existing quotes.

Note: If using the Quote Approval system, quotes in any status may be copied but the In Process flag will be set on the new quote

If the company option is set to ask for order number (System Support > Administration > Company Options (Standard) > Order Entry), the system will ask if you want to Automatically or Manually Number the new quote. Select the numbering option and click Ok. If the order numbering option is set to Automatic or Manual, the system will go straight to this screen:

Enter the quote to copy or select it from the Copy From Quote look up. If the company option is not set to automatically number quotes, the user must enter the Copy To Quote number. The Customer will default from the Copy From Quote; a different customer may be selected. The Quote Currency will default from the customer/prospect master and cannot be changed. The Catalog Currency will default from the customer/prospect master and is applicable if the user has Multi-List Pricing. This currency can be changed to your Company Currency if necessary.

To maintain the new quote, check the box to Modify Quote After Copy.

If the user has multiple pricing options set up for a part, when a quote is copied that includes this part the system will automatically reprice based on the customer and/or ship-to on the new quote. Check the option Do Not Reprice Line Items if for the price on quote line items to remain constant when copied. If the Standard Estimating/Quoting option is turned on Don’t Reprice Line Items in Quote Copy, this box will default to checked.

For the comments/text entered on the header of the quote being copied from to be copied on the quote being copied to, check the box Copy Header Text. Note: This option defaults to checked.

For the data on the quote header to be refreshed from the customer master instead of copied from the From Quote, check the box Refresh Customer Data.

Click Copy

If the user selected the option to Modify Quote After Copy, the new quote header will open allowing modification of the header and lines. When finished maintaining the new quote, click Save and the system will return to the Quote Copy screen.

Delete

Estimating, Routing & Quote Management > File > Quick Quote > Delete

Enter the Quote No. to delete or select from the look up. The system will retrieve the quote header. The user may review the Comments, Lines, Notes, User Fields, and Freight from the quote header. Click Delete on the quote header and the system will ask to confirm the action. Click Yes to continue or No to cancel.

Select another quote to delete, or click Exit.

Other Versions

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