Creating a quotation

DMF	020201 SALES QUOTATIONS NEW

A quotation can be created:

From the beginning ;
From an existing quotation.

From the beginning

From the search screen of the Quotations menu, click on + New on the right of the screen.

Specify the information:

Field	Description
Customer	Specify the main customer of the quotation. The help list is displayed after typing at least 3 characters. It displays customers and prospects in the company of the quotation and open on the object date. Note Blocking rules can be defined from the customer record sheet in order to restrict creating and modifying objects on this customer. For more information, refer to Setting up blocking rules.
Customer to be billed	If the customer to bill is different from the main customer, specify the customer to bill. The help list is displayed after typing at least 3 characters. It displays customers that have a Tiers facture business link with the specified Customer. If there is a default ordering customer / customer to bill management link set up on the main Customer's record sheet, the linked customer to bill is specified by default. To modify the customer to bill on a quotation that is already saved, refer to Modifying the customer to bill.
Internal number	Specify the internal number of the quotation. If you leave this field empty, the number will be determined automatically based on the setup of automatic numbering of objects defined in the Desktop Application > Tools > Setup > General setup > Company > Automatic management objects numbering.
Journal	Specify the sales journal of the quotation. The help list displays sales journals that meet the following conditions: The journal must be currently valid on the company of the quotation. The employee's partitioning must allow them to access the company and the entity of the journal. If a DMF is specified in the DMF for access to the journal field in the setup of the sales journal, the user must have that DMF. The journal can be specified by default based on the following priority rules: Sales journal specified in the connected user's record sheet > User tab > Generation information section. Default journal of the entity of the quotation, only if the Determination of the sales or purchases journal, according to the entity option is checked in the user record sheet and if the Entity is specified in the quotation. Journal specified in the setup of the saving of sales invoices, only if the journal is on an entity authorized for the employee and the employee has the DMF specified in the DMF for access to the journal field in the setup of the sales journal.
Object date	Specify the date of the quotation. The current date is specified by default.
Object label	Specify the label of the quotation.
Entity	Specify the entity of the quotation. The help list displays entities at the company.
Pricing method	Specify the pricing method of the quotation. The pricing method allows you to select customer and base rates set up for that pricing method. The help list displays pricing methods on the company of the quotation and on the ***** company.
Currency	Specify the currency of the quotation. By default, the currency specified is the one linked to the selected Pricing method, or the currency of the company if the pricing method is not specified or linked to a currency. The help list displays currencies currently valid.
Assignment of the quotation	Select the assignment type of the quotation and specify the assignment if needed: If you check Single assignment, specify the project/phase/sub-phase of the quotation. The same project/phase/sub-phase combination will be taken into account for all lines in the quotation. If you check Single-project and multi-phase, specify the project of the quotation. The same project will be taken into account for all lines in the quotation. The phase/sub-phase will be specified on each quotation line. If you check Multi-project, the project/phase/sub-phase will be specified on each quotation line. When the Entity is specified in the quotation header, the Project help list only displays projects linked to the specified Entity. Note Only projects/phases/sub-phases whose status code allows the Unsigned quotation object type can be specified.

Specify the information of the Custom data section.

By default, no custom data is visible in the Custom data section. To add custom data to the section:

Click on .
On the left, the list displays custom data available to be added as shortcuts. On the right, the list displays custom data added as shortcuts.
Drag and drop a custom data from one list to the other to add it as a shortcut or remove if from shortcuts. To add or remove all custom data at once, click on the or icon.
Click on Apply.

Added custom data are visible in this section when creating other objects.

Specify the information of the General information section. For more information on each field, refer to Managing general information.

By default, no fields are visible in the General information section. To add fields to the section:

Click on .
On the left, the list contains fields available to be added as shortcuts. On the right, the list contains fields added as shortcuts.
Drag and drop a field from one list to the other to add it as a shortcut or to remove it from shortcuts. To add or remove all fields at once, click on the or icon.
Click on Apply.

Added fields are visible in this section when creating other objects.

Click on Validate.

Add one or more lines to the quotation (see Adding lines).

If needed, specify more information (see Managing the Header view of a quotation).

Save the quotation.

The quotation is created. At the top of the screen, the quotation is in the Draft state.

From an existing quotation

An existing quotation can be duplicated in order to quickly create a new quotation in the Draft state. Duplication can be done regardless of the state the quotation is in.

From the quotation to duplicate, click on

at the top of the screen and click on Duplicate.

Note

If there are costs linked to the quotation, a window proposes to duplicate those costs too.

Modify the following fields in the quotation lines:

Field	Description
Expected delivery	Specify an expected delivery date later than the creation date of the duplicated quotation. Reference For more information about the expected delivery, refer to Expected delivery.
Expected billing	Specify an expected billing date later that the creation date of the duplicated quotation. Reference For more information about expected billing, see Expected billing.

If needed, modify the required information.

Click on Save.

The quotation is duplicated. The new quotation is in the Draft state.