Quotes - Implementation

Prerequisites

Activity codes

The following activity codes (sorted by type) may have an impact on the way the function operates :

Dependent activity codes

These codes are never entered in folder management, because their value is calculated :

 KAG (Argentinean localization), RE1 (Sales rep 1), RE2 (Sales rep 2), SP1 (Sales charge / discount 1), SP2 (Sales charge / discount 2), SP3 (Sales charge / discount 3), SP4 (Sales charge / discount 4), SP5 (Sales charge / discount 5), SP6 (Sales charge / discount 6), SP7 (Sales charge / discount 7), SP8 (Sales charge / discount 8), SP9 (Sales charge / discount 9), VATTN (VAT declaration no.).

Functional

 CFG : Configurator

 DEB : EU exchange declaration

 ECC : Product version management

 EDIX3 : Paperless document exchange

 INVCA : Cancellation invoice

 LPN : Internal container management

 LTA : Local taxing

 PJM : Project management

 PREPM : Prepayment invoice management

 SDD : SDD management

 SMI : Integrale migration

 SVC : Periodic accruals

Sizing

 ANA : No. of analytical dimensions

 BOD : Number of BOM components

 REP : Sales reps

 SFI : Max. no. entered inv. elts

 SFIV : Max. no. valued inv. elts

 SFL : No. invoice elts distributed

 SPR : Maximum sales charges/discount

 SQH : Number of quote lines

 STC : Sales statistical groups

 STI : Product statistical groups

Localization

 KPO : Portuguese Localization

 KSP : Spanish localization

 KSW : Swiss localization

 KUS : Localization USA

General parameters

The following general parameters may change the way the function is working :

Common Data

 CTLOPPCOD (defined at level Folder) : Project code control

 NOTATI (defined at level Site) : Price / Amount +tax / -tax

 PJTSNGDOC (defined at level Company) : Single-project document

 SALDSPVOU (defined at level Company) : Volume unit to affect

 SALDSPWEU (defined at level Company) : Weight units to affect

Sales

 APPSQH (defined at level Company) : Quote signature management

 CTLTAX (defined at level Company) : Tax code control

 DACMANSAL (defined at level Site) : Default price reason - manual

 FOCPRI (defined at level Site) : Free product valuation

 GRPNBRFOC (defined at level Site) : Grouped prices : free

 GRPPRI (defined at level Site) : Group price management

 LINBPD (defined at level Site) : Ship-to customer on detail

 LINREP (defined at level Site) : Sales rep on detail

 QUOORDCAT (defined at level User) : Order category from button

 SALREN (defined at level Site) : Require price reasons

 SALREVQ (defined at level Site) : Revision management

 SALRND (defined at level Site) : Round unit price

 SALTEXLIN (defined at level Site) : Product text tracking

 SDACLOK (defined at level User) : Non block ctrl price,profit,qt

 SPRIMOD (defined at level User) : Modify prices/discounts

 SQHTYP (defined at level User) : Quote type

 SQHVALLIG (defined at level Company) : Line quote valuation

 UPDCUR (defined at level Site) : Modify currency

 UPDPRISAL (defined at level Site) : Default price reason - base

 WRNEXETAX (defined at level Company) : EXETAX use warning

Sequence numbers

The sequence numbers used to number the documents managed by this function are :

 SQH : Sales Quotation

The sequence number assignment function defines the sequence number which is used

Accounting interface

Default dimensions

The default dimensions sections assignment is performed through the following codes :

(defined at level Company)

 SQH (All companies ) : Sales Quote header

 SQV (All companies ) : Quote invoice elements

 SDD (All companies ) : Sales delivery lines

Authorizations

This function is object managed. The creation, modification, anddeletion operations can be activated or deactivated for a given user.Filters by rolescan also be associated with this function.

As data is linked to a site, a filter per site can be activated.

The following options can be activated or deactivated for each user :

 Proforma

 Order

Entry Transactions

This function is managed with entry transactions which can be set up.

A standard transaction is suggested when installing the software. A setup function is used to modify this standard transaction or create new personalized transactions. This setup essentially exists to specify some functional characteristics of the transaction and display as well as the default loading for certain fields.

Linked workflow rules

The following rules are active when the APPSOH sales parameter authorizes the Quotes Approval circuit management:

• SQHSIG-Quotes approval management
• SQHSIGVAL-Quote approval,
• SQHSIGREJ-Quote rejection,
• SQHSIGNOT-Approval notification,
• SQHSIGNCR-Absence of rule notification,
• SQHSIGCAN-Quote approval cancellation.

Tables used

The following tables are implemented by the function :