| # Sales Quotations (tdsls1100s000) use.session.to maintain sales quotations. If you add a new quotation, baan displays the default data associated with the specified business partner. You can change the business partner data. In this session, you can enter: Quotation and shipping data. Contact and address data. Shipping data and delivery dates. Invoice and currency data. Payment data. In this session, you can click: Quotation Lines, to start the Sales Quotation Lines (tdsls1501m000) session, in which you can view the quotation lines for the selected quotation header. The Show the attachments button. As a result, the Objects Links (dmcom8110m000) session starts in which you can link a document of any format to the sales quotation, or view the linked document(s). Note If you enter a sales quotation, an inventory transaction of the Sales Quotation type is created. The result of this transaction is that quantities in the sales quotation are allocated in baan. Related topics Sales quotations Sales quotation procedure Sold-to Business Partner sold-to business partner Note You cannot change the value of this field on an existing quotation if you have defined quotation lines. Sales Office sales office Default value When you enter a sales quotation, baan retrieves the sales office from the Sold-to Business Partners (tccom4110s000) session. This value can be changed. If no Sales Office is found in the Sold-to Business Partners (tccom4110s000) session, baan searches the User Profiles (tdsls0139m000) session. If no Sales Office is found in the User Profiles (tdsls0139m000) session either, no Sales Office is defined. As a result, baan cannot retrieve a default sales office. Order Type The sales order type that is used to convert the quotation into a sales order. Note Quotations cannot be entered for the following sales order types: Return order. Collect order. Consignment invoicing. Consignment replenishment. Planned Delivery Date The default expected delivery date for the quoted items. Number The document number that identifies the sales quotation. The default number series for the quotation number can originate from the: Sales office. Order type entered in the Order Type field. User profile defined in the User Profiles (tdsls0139m000) session. Origin The origin of the sales quotation. Planned Receipt Date The planned receipt date. Note If you enter the planned receipt date, baan calculates the planned delivery date. The planned receipt date cannot be earlier than the planned delivery date. Delivery Lead Time The relative delivery date determines the actual delivery date of the sales order, that is, when a quotation is converted into an order. The relative delivery date is entered as a number of calendar days. The sales order's delivery date is calculated as follows:
    Transfer date + relative delivery date of quotation
If the relative delivery date is not filled, the delivery date on the new order is filled with the expected delivery date of the quotation. The relative delivery date in the quotation header serves as default for the quotation lines. Quotation Date The sales quotation's creation date. You can modify the date default. Note This field cannot be modified if quotation lines are present. Terms of Delivery The agreement made with the business partner regarding the delivery of goods. Related topics Terms of delivery Point of Title Passage point of title passage Related topics Terms of delivery Expiry Date The final day on which the quotation is valid. The default expiration date for the quotation is automatically calculated by adding the number of days specified in the Effectivity Period of Quotations field in the Sales Quotation Parameters (tdsls0100s100) session to the quotation date. Success Percentage success percentage The default success percentage is zero percent. Customer RFQ Number The request for quotation number of the sold-to business partner. This number is included on various quotation documents and lists. Header Text If this check box is selected, header text exists for the quotation. Reference A reference A Footer Text If this check box is selected, footer text exists for the quotation. Reference B reference B Internal Sales Rep Your (inside) sales representative who is responsible for submitting a quotation for goods to the business partner. If you convert the quotation to a sales order, you can sort sales-statistics data by sales representative. External Sales Rep Your (outside) sales representative who is responsible for maintaining contact with the sold-to business partner, mainly by visits. Code The contact for the sold-to business partner. Click Header to start the Contacts (tccom4140s000) session, where you can maintain and display the contact code data. Code The sold-to business partner's address code. You can change the default value. Click Header to start the Addresses (tccom4130s000) session, in which you can maintain and display the address code data. Family Name The contact's surname. Telephone Your contact's telephone number. Name 2 The second part of the name. Address The first part of the address. Address 2 The second part of the address. Line of Business The business partner's line of business. You can use the line of business code to sort sales statistics. Area The code of the area where the business partner is located. You can use the area to sort sales statistics. Order Discount A percentage that applies to the net amount of each order line, if no cost or service item is posted to that order line. The net amount is calculated as follows:
    Price x Quantity - Line discount
Default value baan takes the default value from the order discount assigned to the business partner in the Business Partners (tccom4100s000) session. Sales Price List The sales price list. Prices and discounts can be recorded for a group of business partners. The quotation's prices and discounts can be determined by linking a price list to the quotation. Default value baan takes the default value from the price list assigned to the business partner in the Business Partners (tccom4100s000) session. The price list must be defined in the Price Lists (tcmcs0134m000) session. Price List for Direct Delivery If any of the quotation lines is delivered directly to the customer from your supplier, you can record the special price agreements. Default value baan takes the default value from the price agreement recorded in the Price List for Direct Delivery field in the Sold-to Business Partners (tccom4110s000) session. BP Prices/Discounts The business partner that is used by baan to determine the prices and discounts on the sales quotation. If this field is filled, baan first retrieves the price and discount data linked to this business partner. If there is no price and discount data, or no business partner is specified in this field, baan retrieves the data linked to the sold-to business partner. Business Partner Texts The business partner entered in this field determines what texts are printed on various quotation documents and lists. If this field is filled, baan first retrieves whatever text data is linked to this business partner. If there is no text data, or no business partner is specified in this field, baan prints the texts linked to the sold-to business partner, depending on which documents and lists must be sent to which business partner. Business Partner The ship-to business partner to which you will send the goods if the quotation is converted into a sales order. Address The ship-to business partner's address code. You can change this data. Click Header to start the Addresses (tccom4130s000) session, in which you can maintain and display the address code data. Contact The ship-to business partner's contact. Click Header to start the Contacts (tccom4140s000) session, where you can maintain and display the contact code data. Shipping Constraint The terms and conditions related to the shipment of goods. Allowed values Shipping Constraint Default value The shipping constraint is defaulted from the Sold-to Business Partners (tccom4110s000) session. Route The route taken for the delivery of goods if the quotation is converted into a sales order. Note Before you print picking lists, packing slips and forwarding documents, you can select and sort sales orders by route. Carrier The carrier responsible for shipping the goods to the business partner. You can print sales order data on a packing list for the forwarding agent. Business Partner invoice-to business partner Address The address associated with the invoice-to business partner. You can change this data. Click Header to start the Addresses (tccom4130s000) session, in which you can maintain and display the address code data. Contact The invoice-to business partner's contact. Click Header to start the Contacts (tccom4140s000) session, in which you can maintain and display the contact code data. Order Currency The currency in which the quotation amounts are expressed. Note You cannot change the currency if quotation lines exist. Defined Rate The conversion between the home currency and the currency that is used on the quotation. Exchange Rate Type exchange rate type Related topics To use currency exchange rate types Rate/Rate Factor The sales rate assigned to the currency in the Currency Rates (tcmcs0108m000) session. You can change this data if the quotation currency is not equal to the home currency. If the two are the same, the currency exchange rate is one. Rate/Rate Factor The rate factor assigned to the currency in the Currency Rates (tcmcs0108m000) session. Rate Determiner rate determiner Allowed values Currency Rate Determiner Related topics To handle rate determiners in Sales Business Partner pay-by business partner Address The address associated with the pay-by business partner. Click Header to start the Addresses (tccom4130s000) session, in which you can maintain and display the address code data. Contact The contact of the pay-by business partner. Click Header to start the Contacts (tccom4140s000) session, in which you can maintain and display the contact code data. Terms of Payment terms of payment Late Payment Surcharge The late payment surcharge percentage that is applied to the goods amount. If the invoice is settled in the term defined in the late payment surcharge, the business partner that receives an invoice can deduct the surcharge from the goods amount. Payment Method The pay-by business partner's proposed payment method. Invoice for Freight If this check box is selected, the invoice-to business partner is invoiced for the freight costs you make. Related topics Integration Freight Invoicing and Sales Invoicing Invoice Freight Costs Based On A company can invoice freight rates to the invoice-to business partner, based on Freight Costs, Freight Costs (Update Allowed), or Client Rates. Note This field is defaulted from the Invoice for Freight Based On field in the Invoice-to Business Partners (tccom4112s000) session. Related topics Integration Freight Invoicing and Sales Invoicing Header Quote Reference The reference to the quotation number of another application. Quotation Lines Click Quotation Lines to start the Sales Quotation Lines (tdsls1501m000) session, where you can review the quotation lines for the selected quotation header. Calculate Calculates the planned delivery date. Calculate Calculates the planned receipt date. |