<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/tg/ebm/ff/ff000820" xml:lang="en">
   <Header>
      <Title>Function: Quotation management</Title>
      <Keyword type="header" order="d1e1941583">
         <Level1>Quotation management</Level1>
      </Keyword>
   </Header>
   <GeneralSection>
      <Paragraph>In this function, the user can enter a sales quotation. This
		function can be based on a request for quotation. In addition, you can perform
		a credit check before the quotation is entered, generated, and controlled for a
		customer or a range of customers. Quotations are fully documented proposals for
		agreements in regard to terms of delivery, quality, prices, and discounts.
		Additionally, quotations and returned quotations can be evaluated (ranked) by a
		set of subjective and objective criteria. After the quotation is sent to the
		customer, the quotation can be rejected or result in a sales contract or a
		sales order.</Paragraph>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Process: Manage sales quotation (STA, PRE)
		(MSL04a)</SectionTitle>
      <Paragraph>In this function, the user can enter a sales quotation. After
		the quotation is sent to the customer, the quotation can be rejected or can
		result in a sales contract or a sales order. You can create sales quotations
		for standard items or configured items. As soon as the customer accepts the
		quotation, the quotation can be copied into a sales order or sales
		contract.</Paragraph>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Assumptions</SectionTitle>
      <Paragraph>The scope is the creation of a quotation based on standard
		information.</Paragraph>
      <Paragraph>Based on this, the company ranks the customer and checks the
		predefined criteria to see whether this customer represents a good opportunity
		to do business.</Paragraph>
      <ProcedureList>
         <ListIntro>The user must take the following steps:</ListIntro>
         <ListItem>Register the request: fill quotation header.</ListItem>
         <ListItem>Configuration: check whether the required item exists. Either
		  an existing item is entered in the quotation with or without a BOM, or an item
		  must be configured, for example, a computer with a different mouse, different
		  keyboard, and different screen, or a car with different options.</ListItem>
         <ListItem>Price check/determination: Check/determine the price. Usually a
		  price book exists for base items, standard items, and standard
		  options.</ListItem>
         <ListItem>
            <Paragraph>ATP Check: Check the available products/options. If
			 unavailable, when can the product or option be scheduled in the production
			 planning? For exceptional orders (high volume), separate material checks can be
			 required before a definite delivery date can be provided to the
			 customer.</Paragraph>
            <Paragraph>Other product options must possibly be checked to provide
			 alternatives for various delivery dates/prices.</Paragraph>
         </ListItem>
         <ListItem>Soft Allocation: Check the soft allocation. As a result,
		  products can be reserved in stock or reserved for production. The prospect is
		  given a response time for which the supplied quotation is valid. After this
		  period, the quotation is no longer valid and the allocation will be
		  removed.</ListItem>
      </ProcedureList>
      <List>
         <ListIntro>
            <GUIRef href="" role="manual">Assumptions:</GUIRef>
         </ListIntro>
         <ListItem>Sales quotations can be created for standard items or
		  configured items. As soon as the customer accepts the quotation, you can copy
		  the quotation into a sales order or sales contract.</ListItem>
         <ListItem>The scope is the creation of a quotation based on standard
		  information. Based on this information, the company will rank the customer and
		  check the predefined criteria to see whether this customer represents a good
		  opportunity to do business with.</ListItem>
      </List>
      <List>
         <ListIntro>
            <GUIRef href="" role="manual">IT support:</GUIRef>
         </ListIntro>
         <ListItem>LN Order Management, Sales Control, Sales Order Maintenance,
		  Delivery Management functions</ListItem>
      </List>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Process: Manage sales quotation (SPE) (code:
		MSL04b)</SectionTitle>
      <Paragraph>The objective of this process is to monitor a request for
		quotation, from sending the final quotation to the customer, until the
		customer’ s reply. When the quotation is accepted, a sales order will follow.
		For customer-specific items of typology Specific, a quotation can be created
		based on a request for a quotation, sent by the customer. First, an initial
		quotation is created, based on which a total quotation can be created at a
		later stage. After approval, the quotation can be printed and sent to the
		customer.</Paragraph>
      <List>
         <ListIntro>
            <GUIRef href="" role="manual">Assumptions:</GUIRef>
         </ListIntro>
         <ListItem>The scope of this process is limited for the Specified
		  typology.</ListItem>
         <ListItem>The discriminating factor that makes this process
		  contract-driven is the possibility to use the product configuration and to
		  create a project (budget, calculation for a customer specific item).</ListItem>
         <ListItem>The scope is the first entry and initial reply to a request for
		  quotation based on customer specific items.</ListItem>
      </List>
      <List>
         <ListIntro>
            <GUIRef href="" role="manual">IT support:</GUIRef>
         </ListIntro>
         <ListItem>LN Order Management, Sales Control, Sales
		  Quotations</ListItem>
      </List>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Process: Enter service quotation (order) (code:
		MSL04e)</SectionTitle>
      <Paragraph>The objective of this process is to create quotations for
		framework contract or specific jobs. After you enter the quotation details for
		the various customer configurations with its specific warranty coverage, you
		can calculate the prices and approve the quotations.</Paragraph>
      <List>
         <ListIntro>
            <GUIRef href="" role="manual">Assumptions:</GUIRef>
         </ListIntro>
         <ListItem>No assumptions apply in this case.</ListItem>
      </List>
      <List>
         <ListIntro>
            <GUIRef href="" role="manual">IT support:</GUIRef>
         </ListIntro>
         <ListItem>LN Service Order Control</ListItem>
      </List>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Process: Enter service quotation (contract)
		(code: MSL04f)</SectionTitle>
      <Paragraph>The objective of this process is to create quotations for
		framework contract. After you enter the quotation details for the various
		customer configurations with their specific warranty coverage, you can
		calculate the prices and approve the quotations.</Paragraph>
      <List>
         <ListIntro>
            <GUIRef href="" role="manual">Assumptions:</GUIRef>
         </ListIntro>
         <ListItem>No assumptions apply in this case.</ListItem>
      </List>
      <List>
         <ListIntro>
            <GUIRef href="" role="manual">IT support:</GUIRef>
         </ListIntro>
         <ListItem>LN Service Contract Management</ListItem>
      </List>
   </GeneralSection>
</ManualTopic>