Modifying a quotation

DMF

020202 SALES QUOTATIONS MODIFY

020226 SALES QUOTATIONS MODIFY QUOTATION SUBMITTED FOR APPROVAL

020213 SALES QUOTATIONS MODIFY VALIDATED QUOTATION

020217 SALES QUOTATIONS MODIFY SIGNED QUOTATION

020225 SALES QUOTATIONS MODIFY UNSIGNED ORDERED QUOTATION

020234 SALES QUOTATIONS MODIFY REVIEWED QUOTATION

Important

In order to modify a validated quotation, the DC_MAJ_VALID or MAJ_PIECE_VALIDmanagement rule must be enabled and the connected user must have the DMF 020213 SALES QUOTATIONS MODIFY VALIDATED QUOTATION.

DMF

020248 SALES QUOTATIONS MODIFY DELIVERY SITE VALIDATED QUOTATION

020249 SALES QUOTATIONS MODIFY BILLING SITE VALIDATED QUOTATION

Prerequisites: On-going modifications on the quotation must be saved.

The quotation can be linked to an order site, a delivery site and a billing site.

Note

If the customer has order, delivery and billing sites for which By default is checked, those sites are automatically specified when creating the quotation.If there is no default site, the customer's main site is specified automatically.

Reference

For more information about customer sites, refer to Adding a customer site.

1 From the quotation, click on at the top of the screen then on Addresses and recipients.
2 From the Addresses tab, specify the Site name in the desired sections:
  • Order address to specify the site that places the order. The help list displays the order sites of the main customer and customer to bill.
  • Delivery address to specify the site to which the order will be delivered. The help list displays the delivery sites of the main customer and customer to bill.
  • Billing address to specify the site that will be billed. The help list displays the billing sites of the main customer and customer to bill.

When a site is specified, the information associated (address, city, etc.) are displayed below the Site name.

3 Click on Save for each site specified.

The sites of the quotation are specified.

Prerequisites: On-going modifications on the quotation must be saved.

Contacts can be defined as recipients of a quotation so that they are specified by default as recipients or as cc on the window used to send the quotation by email (see Sending an email).

Note

When creating the quotation, a contact is added automatically as recipient of the quotation when they meet the following conditions:

  • The contact is present at the main customer on the date of the quotation;
  • The contact is defined as a recipient of quotations from their contact record sheet.

Reference

For more information about contact record sheets, refer to Adding a contact.

1 From the quotation, click on at the top of the screen then on Addresses and recipients.
2 From the Recipients tab, click on + Recipient.
3 Specify the Contact to add as recipient. The help list displays contacts present on the date of the quotation at the main customer or customer to bill.
4 Check:
  • either Recipient to specify the contact by default in the To field on the window used to send an email.
  • or In copy so that the contact is specified by default in the Cc field of the window used to send an email.
5 Click on Save.

The contact is added in the list of recipients of the quotation.

To modify the Recipient/In copy option on the recipient, click on .

To remove the recipient, click on and confirm the action.

DMF 020231 SALES QUOTATIONS MODIFY PAYMENT TERMS

Prerequisites: On-going modifications on the quotation must be saved.

Payment terms are used to define the payment method and the time granted before payment.

1 From the quotation, click on at the top of the screen then on Payment terms.
2 Specify the information:

Tip

If needed, click on to specify the fields with the information from the main customer's record sheet (or the customer to bill's record sheet if the REGL_CLI_A_FACT management rule is enabled).

Field Description
Terms Specify the payment method that the customer will use.
No. of days

Specify the number of days after the date of the invoice for the customer to pay.

This period will determine the payment due date.
Condition

Specify the condition to determine the payment due date.

  • End of month: The payment due date will be the last day of the month.
  • Start of month: The payment due date will be the first day of the month.
  • Fixed: The payment due date will be the date specified in the As of field. If the field is not specified, the payment due date will be exactly the date corresponding to the No. of days specified.

Example

I created a quotation that was turned into an order then billed on April 15th.

I specified the following payment terms:

  • No. of days: 060;
  • Condition: End of month.

Based on the No. of days specified, the end of the payment period is on June 14th. However, the Condition being End of month, the payment due date is postponed until the last day of June, which is June 30th.
As of

If the Condition is Fixed, specify this field if you want to force the payment due date to a fixed day of the month.

Leave the field empty if you want the payment due date to be at the end of the number of days specified in the No. of days field.

Example

I created a quotation that was turned into an order then billed on April 15th.

I specified the following payment terms:

  • No. of days: 045;
  • Condition: Fixed.
  • As of: 20.

Based on the No. of days specified, the end of the payment period is on May 31st. However, the Condition being Fixed, the payment due date is postponed until the day of the month specified in the As of field. Therefore, the payment due date is on the June 20th.
3 Click on Validate.

The payment terms are modified.

Prerequisites: On-going modifications on the quotation must be saved.

The customer to bill cannot be modified directly from the Customer to be billed field in the header. Modifying it is only possible through a dedicated feature.

1 From the quotation, click on at the top of the screen then on Modify customer to bill.
2 Specify the new Customer to be billed.
3 Click on Validate, then on:
  • Validate to validate without opening the window used to modify addresses.
  • Validate and check addresses to validate then open the window used to modify addresses (see Modifying the sites of a quotation).

The customer to bill is modified.

Note

The billing site of the quotation is replace automatically by the default billing site of the new customer to bill.

If the former customer to bill is different from the main customer, the order and delivery sites are replaced by the default sites of the main customer. If there are no default sites at the main customer, the order and delivery sites are emptied.