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Quote

A sales quote is a document created by a seller against a customer inquiry about the availability and cost of goods or services. A sales quote can be converted to a sales order. In inoERP, you can create a quote from an existing quote/Sales Order/inquiry and changes information as the new quote. You can also create a quote by manually entering all the required information such as customer, items/product description, quantities, date, etc. A quote consists of

  • Header
  • Line
  • Detail

A quote header contains the necessary information for the items sold on the quote. To create a quote, you need to enter Business Unit information, customer, customer site, and currency. When converting a quote to an order, the system copies all the header-level information to the destination document.

To view/create/update a quote, navigate to the "quote" search screen from your dashboard/favorite.

Enter the organization/quote details or any other criteria in the search form and click on the search button to view an existing quote.
Click on create a new button to create a new quote; by manually entering all the information, Copy an existing quote to a new quote is always better than manually entering all the data to create a new quote. The application lets you update all the details before confirmation; you can configure which fields are view-only after the confirmation.

If you don't enter organization/customer details, the system will show you all the quotes. If your organization has configured to make any field mandatory for search, then you have to enter those fields to search quotes.
The application will fetch all the server data and take you to the search result screen. The search result screen looks a bit different on desktop and mobile devices.

To view the search result in a table format, click on the table icon available on the bottom left corner.

To open a specific quote, click on the menu of that record, and click on view/fetch & view.

You can also click on the expand icon against any item on the search result screen to view the quote header details such as quote number, quantities, start date, status, etc.

The system will fetch all the data related to the selected quote. The quote details are shown either right to the search result screen or on a separate screen, depending on the device size.

Scroll left, right, up, down to view all the details. The Quote lines and details are shown in a separate tab. The default configuration shows fields in various functional groups such as

  • Finance
  • Entity
  • Reference
  • Data
  • Control
  • Etc

You can configure the application to show which fields should be shown under which group. You can also create new groups as per your business requirements.

All Fields
NameSequenceLabelInputTypeField Group
10vvBuOrgBu OrgdeferredSelectENTITY
10vvBuOrgCodeBu Org CodedeferredSelectENTITY
20vvCustomerNumberCustomer NumberdeferredSelectDATA
30vvCustomerNameCustomer NamedeferredSelectENTITY
40vvCustomerSiteNumberCustomer Site NumberdeferredSelectDATA
50vvCustomerSiteNameCustomer Site NamedeferredSelectENTITY
60vvPaymentTermPayment TermdeferredSelectFINANCE
70vvPaymentTermDescriptionPayment Term DescriptionInputType.textFieldFINANCE
80vvShipToAddressNameShip To Address NamedeferredSelectENTITY
90vvShipToAddressShip To AddressdeferredSelectENTITY
100vvShipToCountryShip To CountrydeferredSelectENTITY
110vvShipToPostalCodeShip To Postal CodedeferredSelectENTITY
120vvShipToEmailShip To EmaildeferredSelectENTITY
130vvShipToPhoneShip To PhonedeferredSelectENTITY
140vvBillToAddressNameBill To Address NamedeferredSelectPLANNING
150vvBillToAddressBill To AddressdeferredSelectPLANNING
160vvBillToCountryBill To CountrydeferredSelectPLANNING
170vvBillToPostalCodeBill To Postal CodedeferredSelectPLANNING
180vvBillToEmailBill To EmaildeferredSelectPLANNING
190vvBillToPhoneBill To PhonedeferredSelectPLANNING
200vvHeaderAmountHeader AmountInputType.textFieldFINANCE
210vvHeaderTaxAmountHeader Tax AmountInputType.textFieldFINANCE
220vvHeaderDiscountAmountHeader Discount AmountInputType.textFieldFINANCE
230sdSoHeaderIdSd So Header IdInputType.numberREFERENCE
240srcEntityNameSrc Entity NamedeferredSelectDEFAULT
250srcEntityIdSrc Entity IdInputType.textFieldREFERENCE
260buOrgIdBu Org IddeferredSelectREFERENCE
270documentTypeDocument TypeInputType.selectCONTROL
280soNumberSo NumberInputType.textFieldDATA
290arCustomerIdAr Customer IddeferredSelectREFERENCE
300arCustomerSiteIdAr Customer Site IddeferredSelectREFERENCE
310hrEmployeeIdHr Employee IdInputType.numberREFERENCE
320descriptionDescriptionInputType.textFieldDEFAULT
330shipToIdShip To IddeferredSelectREFERENCE
340billToIdBill To IddeferredSelectPLANNING
350priceListHeaderIdPrice List Header IdInputType.numberREFERENCE
360prePaymentAmountPre Payment AmountInputType.textFieldFINANCE
370docCurrencyDoc CurrencydeferredSelectFINANCE
380paymentTermIdPayment Term IddeferredSelectREFERENCE
390paymentTermDatePayment Term DateInputType.dateDATE
400exchangeRateTypeExchange Rate TypedeferredSelectCONTROL
410exchangeRateExchange RateInputType.textFieldFINANCE
420orderSourceTypeOrder Source TypeInputType.selectCONTROL
430orderReferenceTableOrder Reference TableInputType.textFieldREFERENCE
440orderReferenceIdOrder Reference IdInputType.numberREFERENCE
450docStatusDoc StatusInputType.selectCONTROL
460referenceTypeReference TypeInputType.textFieldCONTROL
470referenceKeyNameReference Key NameInputType.textFieldREFERENCE
480referenceKeyValueReference Key ValueInputType.numberREFERENCE
490approvalStatusApproval StatusInputType.selectCONTROL
540revEnabledCbRev Enabled CbInputType.switchFieldDEFAULT
550revNumberRev NumberInputType.numberDATA
560glAcProfileHeaderIdGl Ac Profile Header IddeferredSelectREFERENCE
5500createdByCreated ByInputType.textFieldREFERENCE
5510creationDateCreation DateInputType.dateTimeREFERENCE
5520lastUpdatedByLast Updated ByInputType.textFieldREFERENCE
5530lastUpdateDateLast Update DateInputType.dateTimeREFERENCE

Lines

You can add multiple lines to each quote header. Each quote line contains an item, UOM, product description, quantity, requesting inventory organization, line number, unit price, etc.

Navigate to the lines tab to view/add/update lines.
Click on the add new entity to add a new line. If a line already exists, click on copy entity to copy all the details. You can enable/disable fields allowed to be copied in the menu configuration.

Line Number: Line number is a mandatory field. Enter a numeric value for the line

Line Quantity: Line quantity is a mandatory field. Enter a numeric value for the line quantity. The system copies the line quantity to the first schedule quantity. Line quantity is used only for reporting purposes. The system uses schedule quantities for all planning and delivery purposes.

Total Schedule Quantity A read-only field that shows the sum of all schedule quantities. When entering a line, the field value will be the same as the line quantity. However, the total schedule quantity will change when you change the scheduled quantity as per business requirements.

The entity group shows information related to shipping inventory organization. Though the details are not required to create a quote, you need to enter the information before planning and shipping activities.

The reference groups show various ids for reference only. You don't need to enter any information in this section. When you save a quote for the first time, the system will auto-populate the newly created header id and line ids.

Enter the line type in the control section. The information flows to downstream documents such as an invoice.

In the finance section, enter the unit price. The system calculates the line price by multiplying the unit price with quantity. The header price is the sum of all the line prices. You don't need to enter any price at the quote header.

Scroll left, right, up, and down view all other fields.

Enter all the other fields and click on the save button to save the quote. The app will post all the data to the server and will show the messages returned from the server.

All Fields
NameSequenceLabelInputTypeField Group
10vvOrgCodeOrg CodedeferredSelectENTITY
10vvItemNumberItem NumberdeferredSelectDEFAULT
20vvUomCodeUom CodedeferredSelectDEFAULT
30vvUomDescriptionUom DescriptiondeferredSelectDEFAULT
40vvItemStatusItem StatusdeferredSelectCONTROL
50vvShipToAddressNameShip To Address NamedeferredSelectENTITY
60vvShipToAddressShip To AddressdeferredSelectENTITY
70vvShipToCountryShip To CountrydeferredSelectENTITY
80vvShipToPostalCodeShip To Postal CodedeferredSelectENTITY
90vvShipToEmailShip To EmaildeferredSelectENTITY
100vvShipToPhoneShip To PhonedeferredSelectENTITY
110vvBillToAddressNameBill To Address NamedeferredSelectPLANNING
120vvBillToAddressBill To AddressdeferredSelectPLANNING
130vvBillToCountryBill To CountrydeferredSelectPLANNING
140vvBillToPostalCodeBill To Postal CodedeferredSelectPLANNING
150vvBillToEmailBill To EmaildeferredSelectPLANNING
160vvBillToPhoneBill To PhonedeferredSelectPLANNING
170vvDiscountedLinePriceDiscounted Line PriceInputType.textFieldFINANCE
180vvTaxCalculationMethodTax Calculation MethoddeferredSelectFINANCE
190vvTaxPercentageTax PercentagedeferredSelectFINANCE
200vvTaxTaxAmountTax Tax AmountInputType.textFieldFINANCE
210vvDiscountNameDiscount NamedeferredSelectFINANCE
220vvDiscountPercentageDiscount PercentagedeferredSelectFINANCE
230vvDiscountAmountDiscount AmountInputType.textFieldFINANCE
240vvTotalScheduledQtyTotal Scheduled QtyInputType.textFieldDEFAULT
250sdSoLineIdSd So Line IdInputType.numberREFERENCE
260srcEntityNameSrc Entity NamedeferredSelectDEFAULT
270srcEntityIdSrc Entity IdInputType.textFieldREFERENCE
280sdSoHeaderIdSd So Header IdInputType.numberREFERENCE
290lineNumberLine NumberInputType.numberDATA
300shippingOrgIdShipping Org IddeferredSelectREFERENCE
310invItemMasterIdInv Item Master IddeferredSelectREFERENCE
320itemDescriptionItem DescriptiondeferredSelectDEFAULT
330lineQuantityLine QuantityInputType.textFieldDATA
340priceListHeaderIdPrice List Header IdInputType.numberREFERENCE
350priceDatePrice DateInputType.dateDATE
360unitPriceUnit PriceInputType.textFieldFINANCE
370linePriceLine PriceInputType.textFieldFINANCE
380taxAmountTax AmountInputType.textFieldFINANCE
390taxCodeTax CodedeferredSelectFINANCE
400docStatusDoc StatusInputType.selectCONTROL
410docStatusDoc StatusInputType.selectCONTROL
420needByDateNeed By DateInputType.dateTimeDATE
430promiseDatePromise DateInputType.dateDATE
440scheduleShipDateSchedule Ship DateInputType.dateDATE
450referenceDocTypeReference Doc TypeInputType.textFieldCONTROL
460referenceDocNumberReference Doc NumberInputType.numberDATA
470soDocumentTypeLineSo Document Type LinedeferredSelectCONTROL
480supplySourceSupply SourceInputType.selectDEFAULT
490destinationTypeDestination TypeInputType.selectCONTROL
500lineDescriptionLine DescriptionInputType.textFieldDEFAULT
510uomCodeUom CodedeferredSelectDEFAULT
520kitCbKit CbInputType.switchFieldDEFAULT
530kitConfiguredCbKit Configured CbInputType.switchFieldDEFAULT
540approvalStatusApproval StatusInputType.selectCONTROL
550sysSpdHeaderIdSys Spd Header IdInputType.numberREFERENCE
560discountCodeDiscount CodedeferredSelectFINANCE
570lineDiscountAmountLine Discount AmountInputType.textFieldFINANCE
620shipToIdShip To IddeferredSelectREFERENCE
630billToIdBill To IddeferredSelectPLANNING
640lineTypeLine TypeInputType.selectCONTROL
5580createdByCreated ByInputType.textFieldREFERENCE
5590creationDateCreation DateInputType.dateTimeREFERENCE
5600lastUpdatedByLast Updated ByInputType.textFieldREFERENCE
5610lastUpdateDateLast Update DateInputType.dateTimeREFERENCE

Details

You can add multiple details to each quote line. Each quote detail contains quantity, need by date, promise date, etc.

Depending upon your configuration, the details of a line are shown either on a separate tab or in the links section of lines.

Click on the Details button below a line to view/update/create details. By default, when saving any line system adds detail with all the line quantities on a single delivery date. You can add multiple details and change the date/quantity as per your actual requirement.

Click on the expandable button to view the fields of a detail line.

To create a new detail, click on Add New Line button. You can also copy an existing detail line to a new one by clicking on the Copy Line button.

In the data section, enter the detail line number. The system always creates the first line as line number 1, but you can change it. While adding a new detail line, enter a detail line number as its mandatory field. Enter the shipment/detail quantity in the quantity field.

Enter need by date on the date section. The need-by date is the date of expected shipment delivery.

All Fields
NameSequenceLabelInputTypeField Group
10vvOrgCodeOrg CodedeferredSelectENTITY
10vvItemNumberItem NumberdeferredSelectDEFAULT
20vvUomCodeUom CodedeferredSelectDEFAULT
30vvUomDescriptionUom DescriptiondeferredSelectDEFAULT
40vvItemStatusItem StatusdeferredSelectCONTROL
50vvSdSoHeaderIdSd So Header IdInputType.numberREFERENCE
60vvLineNumberLine NumberInputType.numberDATA
70vvShippingOrgIdShipping Org IddeferredSelectREFERENCE
80vvInvItemMasterIdInv Item Master IddeferredSelectREFERENCE
90vvItemDescriptionItem DescriptiondeferredSelectDEFAULT
100vvLineQuantityLine QuantityInputType.textFieldDATA
110vvTotalScheduledQtyTotal Scheduled QtyInputType.textFieldDEFAULT
120vvDetailLocatorDetail LocatordeferredSelectENTITY
130sdSoDetailIdSd So Detail IdInputType.numberREFERENCE
140srcEntityNameSrc Entity NamedeferredSelectDEFAULT
150srcEntityIdSrc Entity IdInputType.textFieldREFERENCE
160sdSoLineIdSd So Line IdInputType.numberREFERENCE
170shipmentNumberShipment NumberInputType.numberDATA
180subInventorySub InventorydeferredSelectENTITY
190locatorIdLocator IddeferredSelectREFERENCE
200requestorRequestorInputType.textFieldDEFAULT
210shipToLocationIdShip To Location IdInputType.numberREFERENCE
220uomCodeUom CodedeferredSelectDEFAULT
230quantityQuantityInputType.textFieldDATA
240needByDateNeed By DateInputType.dateTimeDATE
250promiseDatePromise DateInputType.dateDATE
260scheduleShipDateSchedule Ship DateInputType.dateDATE
270statusStatusInputType.textFieldCONTROL
5280createdByCreated ByInputType.textFieldREFERENCE
5290creationDateCreation DateInputType.dateTimeREFERENCE
5300lastUpdatedByLast Updated ByInputType.textFieldREFERENCE
5310lastUpdateDateLast Update DateInputType.dateTimeREFERENCE

Actions

Actions allow you to change the status of the quote. The system creates quotes in draft status. When you are ready to publish the quote and send it to the customer, change it to Confirmed. You can cancel a quote by clicking on the Cancel button. Similarly, you can close any quote by clicking on the Close button.

A confirmed quote can be converted to other documents, and the corresponding buttons are available in the actions section.