<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/ti/pcs/tipcs2240m000" xml:lang="en">
   <Header>
      <Title>Generate Sales Quotations for Project (tipcs2240m000)</Title>
   </Header>
   <HelpTopic>
      <AimSection>
         <Paragraph>Use this session to generate <Link href="/baanerp/td/glossary/glossary#SalesQuotat_td" role="glossary">sales quotations</Link> in <GUIRef href="/baanerp/sales" role="package">Sales</GUIRef> on the basis of a <Link href="/baanerp/ti/glossary/glossary#000082" role="glossary">budget</Link> drawn up for a
		  project. As a result you can submit a quotation to a customer, based on budget
		  data.</Paragraph>
      </AimSection>
   </HelpTopic>
   <Fields>
      <FieldHelp ID="budget.cd">
         <Header>
            <Title>Budget</Title>
         </Header>
         <FuncDesc>A budget is a <Link href="/baanerp/ti/glossary/glossary#000023" role="glossary">project</Link> of the type
		  budget.</FuncDesc>
         <RelatedTopics>
            <SectionTitle>Related topics</SectionTitle>
            <RelTopic>
               <Link href="/baanerp/ti/onlinemanual/000175" role="manual">Project types</Link>
            </RelTopic>
         </RelatedTopics>
      </FieldHelp>
      <FieldHelp ID="qono.bpid">
         <Header>
            <Title>Sold-to Business Partner</Title>
         </Header>
         <FuncDesc>The <Link href="/baanerp/tc/glossary/glossary#BusinePartne_tc" role="glossary">business partner</Link> that orders
		  goods and/or services from your organization. This usually represents a
		  customer's purchase department.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="qono.cofc">
         <Header>
            <Title>Sales Office</Title>
         </Header>
         <FuncDesc>A department that is identified in the company business model
		to manage the business partner's sales relations. The sales office is used to
		identify the locations that are responsible for the organization's sales
		activities.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="qono.sotp">
         <Header>
            <Title>Order Type</Title>
         </Header>
         <FuncDesc>A classification of sales and/or purchase orders with similar
		work flows.</FuncDesc>
         <SimpleSection>
            <Paragraph>Order types determine the character or function of an order
		  and, consequently, of the message. Order types prescribe the chronological
		  order of the sessions (order steps) in the order procedure. The main point is,
		  that you must carry out order steps successively to process a purchase or sales
		  order.</Paragraph>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="sls.qono">
         <Header>
            <Title>Sales Quotation</Title>
         </Header>
         <FuncDesc>A statement of price, the terms of sale, and a description of
		goods or services offered by a supplier to a prospective purchaser; a bid. The
		customer data, payment terms, and delivery terms are contained in the header;
		the data about the actual items is entered on the quotation lines. When given
		in response to a request-for-quotation, a bid is usually considered an offer to
		sell.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="qono.qdat">
         <Header>
            <Title>Quotation Date</Title>
         </Header>
         <FuncDesc>The sales quotation's creation date.</FuncDesc>
         <SimpleSection>
            <Paragraph>You can modify the
			 date as long as no <Link href="/baanerp/td/glossary/glossary#000202" role="glossary">quotation lines</Link> are
			 present.</Paragraph>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="qono.ddat">
         <Header>
            <Title>Completion Date</Title>
         </Header>
         <FuncDesc>The <Link href="/baanerp/ti/glossary/glossary#CompleDate_ti" role="glossary">completion date</Link>, which must
		  be greater than or equal to the <Link href="/baanerp/td/glossary/glossary#Quotation_td" role="glossary">quotation</Link> date.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="qono.expd">
         <Header>
            <Title>Expiry Date</Title>
         </Header>
         <FuncDesc>The final day on which the quotation is valid.</FuncDesc>
         <DefaultValue>
            <SectionTitle>Default value</SectionTitle>
            <Paragraph>The default expiry
			 date for the quotation is automatically calculated by adding the number of days
			 specified in the <GUIRef href="/baanerp/td/sls/tdsls0100s100#tdsls000.vlpd.1" role="manual">Effectivity Period of Quotations</GUIRef> field of the <GUIRef href="/baanerp/td/sls/tdsls0100s100" role="session">Sales Quotation Parameters (tdsls0100s100)</GUIRef> session to the quotation date.</Paragraph>
         </DefaultValue>
         <SimpleSection>
            <Paragraph>This date must be
			 greater than or equal to the completion date of the quotation.</Paragraph>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="qono.refa">
         <Header>
            <Title>Reference A</Title>
         </Header>
         <FuncDesc>The first extra reference by which the order or (request-for-)
		quotation can be identified. This reference is printed on various order
		documents and lists.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="qono.refb">
         <Header>
            <Title>Reference B</Title>
         </Header>
         <FuncDesc>The second extra reference field that you can fill with extra
		information. This reference is printed on the order documents and lists.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="qono.fact">
         <Header>
            <Title>Success Factor</Title>
         </Header>
         <FuncDesc>A percentage associated with a quotation that represents the
		probability of the business partner accepting the quotation. Acceptance results
		in the conversion of the quotation into a sales order.</FuncDesc>
         <SimpleSection>
            <Paragraph>The default success
			 percentage is zero.</Paragraph>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="qono.odis">
         <Header>
            <Title>Order Discount</Title>
         </Header>
         <FuncDesc>The <Link href="/baanerp/td/glossary/glossary#000364" role="glossary">discount percentage</Link> when ERP Enterprise determines the total
		  quotation amount. For example, if the sales price is $50 and the quantity is
		  100 and the order discount percentage is 15%, the net amount must be part of
		  the quotation amount: 50 x 100 x (100-15)/100 = 50 x 100 x 0.85 = 4250
		  dollars</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="qono.ccur">
         <Header>
            <Title>Quotation Currency</Title>
         </Header>
         <FuncDesc>The currency in which the <Link href="/baanerp/td/glossary/glossary#Quotation_td" role="glossary">quotation</Link> is expressed.</FuncDesc>
         <SimpleSection>
            <Paragraph>As default, ERP Enterprise enters the currency in
			 the <GUIRef href="/baanerp/tc/com/tccom4500m000" role="session">Business Partners (tccom4500m000)</GUIRef> session. If the quotation currency is empty, ERP Enterprise takes the currency
			 defined for the company.</Paragraph>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="qono.tqam">
         <Header>
            <Title>Quotation Amount</Title>
         </Header>
         <FuncDesc>ERP Enterprise calculates the quotation amount by multiplying the budget part quantity with
		  the part's sales price that is defined in the <GUIRef href="/baanerp/td/isa/tdisa0501m000#tdisa001.pris" role="manual">Sales Price</GUIRef> field of the <GUIRef href="/baanerp/td/isa/tdisa0501m000" role="session">Items - Sales (tdisa0501m000)</GUIRef> details session.</FuncDesc>
         <SimpleSection>
            <Paragraph>You can change the
			 quotation amount manually, for example, to round it off. As a result, the
			 variance between the original quotation amount and the quotation amount that
			 you entered manually is automatically divided over the various quotation
			 lines.</Paragraph>
         </SimpleSection>
         <SimpleSection>
            <SectionTitle>Example</SectionTitle>
            <TABLE border="1" borderstyle="default" space-and-orientation="indented-estimated">
               <TBODY noTR="3">
                  <TR no="1" isLast="false">
                     <TD rowspan="1" colspan="1">Item</TD>
                     <TD rowspan="1" colspan="1">Qty</TD>
                     <TD rowspan="1" colspan="1">Sales price</TD>
                     <TD rowspan="1" colspan="1">Amount</TD>
                  </TR>
                  <TR no="2" isLast="false">
                     <TD rowspan="1" colspan="1">Office chair A</TD>
                     <TD rowspan="1" colspan="1">5</TD>
                     <TD rowspan="1" colspan="1">400</TD>
                     <TD rowspan="1" colspan="1">2000</TD>
                  </TR>
                  <TR no="3" isLast="true">
                     <TD rowspan="1" colspan="1">Office chair B</TD>
                     <TD rowspan="1" colspan="1">1</TD>
                     <TD rowspan="1" colspan="1">500</TD>
                     <TD rowspan="1" colspan="1">500</TD>
                  </TR>
               </TBODY>
            </TABLE>
            <Paragraph>The total amount is £
			 2,500</Paragraph>
            <Paragraph>The quotation amount is changed to £ 3,000. The sales
			 quotation lines then appear as follows:</Paragraph>
            <TABLE border="1" borderstyle="default" space-and-orientation="indented-estimated">
               <TBODY noTR="3">
                  <TR no="1" isLast="false">
                     <TD rowspan="1" colspan="1">Item</TD>
                     <TD rowspan="1" colspan="1">Qty</TD>
                     <TD rowspan="1" colspan="1">Sales price</TD>
                     <TD rowspan="1" colspan="1">Amount</TD>
                  </TR>
                  <TR no="2" isLast="false">
                     <TD rowspan="1" colspan="1">Office chair A</TD>
                     <TD rowspan="1" colspan="1">5</TD>
                     <TD rowspan="1" colspan="1">480</TD>
                     <TD rowspan="1" colspan="1">2400</TD>
                  </TR>
                  <TR no="3" isLast="true">
                     <TD rowspan="1" colspan="1">Office chair B</TD>
                     <TD rowspan="1" colspan="1">1</TD>
                     <TD rowspan="1" colspan="1">600</TD>
                     <TD rowspan="1" colspan="1">600</TD>
                  </TR>
               </TBODY>
            </TABLE>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="qono.copr">
         <Header>
            <Title>Budgeted Costs</Title>
         </Header>
         <FuncDesc>The estimated total amount of the budget, which can also be
		  viewed in the <GUIRef href="/baanerp/ti/pcs/tipcs3560m000" role="session">Cost Price by Project (tipcs3560m000)</GUIRef> session.</FuncDesc>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>The amount in this session can be different from the amount
			 in the <GUIRef href="/baanerp/ti/pcs/tipcs3560m000" role="session">Cost Price by Project (tipcs3560m000)</GUIRef> session because of the exchange
			 rate.</Paragraph>
         </Note>
      </FieldHelp>
      <FieldHelp ID="cost.currency">
         <Header>
            <Title>Currency</Title>
         </Header>
         <FuncDesc>The currency in which the budgeted costs are
		  expressed.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="qono.gprf">
         <Header>
            <Title>Gross Profit</Title>
         </Header>
         <FuncDesc>The gross profit percentage calculated by ERP Enterprise. If the gross profit
		  percentage is based on the cost price and the quotation amount is zero, the
		  profit percentage is 999.99, otherwise the gross profit percentage is:
		  (Quotation amount - Budgeted costs) / Quotation amount * 100%.</FuncDesc>
         <SimpleSection>
            <Paragraph>If the profit is
			 based on the sales price and the budgeted costs are zero, the gross profit
			 percentage is 999.99, otherwise the gross profit percentage is: (Quotation
			 amount- Budgeted costs) / Budget costs * 100%.</Paragraph>
         </SimpleSection>
      </FieldHelp>
   </Fields>
   <FormCommands>
      <CommandHelp ID="exec.cont.process">
         <Header>
            <Title>Generate</Title>
         </Header>
         <FuncDesc>Generates the buckets with the parameters you have defined in
		  this session.</FuncDesc>
      </CommandHelp>
   </FormCommands>
</Session>