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
LTA :
Local taxing
PJM :
Project management
SDD :
SDD management
SMI :
Integrale migration
SVC :
Cost and revenue 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
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, and deletion operations can be activated or deactivated for a given user. Filters by roles can 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:
Tables used
The following tables are implemented by the function :
| Table |
Table description |
|---|---|
|
AOBJBUR [AOA] |
Office documents |
|
AOBJBURMOD [AON] |
Default documents |
|
BOM [BOH] |
Header BOMS |
|
BOMD [BOD] |
Detail BOMs |
|
BPADDRESS [BPA] |
Addresses |
|
BPARTNER [BPR] |
|
|
BPCUSTMVT [MVC] |
Customer transactions |
|
BPCUSTOMER [BPC] |
|
|
BPDLVCUST [BPD] |
|
|
CPTANALIN [CAL] |
Analytical accounting lines |
|
FACILITY [FCY] |
|
|
ITMBPC [ITU] |
|
|
ITMFACILIT [ITF] |
|
|
ITMMASTER [ITM] |
|
|
ITMSALES [ITS] |
|
|
PRICSTRUCT [PRS] |
|
|
SALESREP [REP] |
|
|
SALTRS [SLT] |
Entered sales transactions |
|
SPRICLINK [SPK] |
Sales price list search |
|
SQUOTE [SQH] |
Quote header |
|
SQUOTED [SQD] |
Quote detail |
|
SVCRFOOT [SVF] |
Sales document - footer el. |
|
SVCRVAT [SVV] |
Sales document - tax |
|
TABCUR [TCU] |
|
|
TABMODELIV [TMD] |
|
|
TABPRTMOD [TPM] |
|
|
TABSQHTYP [TSQ] |
|
|
TABUNIT [TUN] |