Overview
Quotes are often the first step in Sales transactions involving Services, Configured Products, and even Standard Products. Quotes may involve negotiations and updates. Quote may or may not be accepted by the Customer; if it is, it is converted to a Sales Order that is available for Fulfillment and Invoicing.
Application
Rootstock provides the ability to create and manage Quotes similar to Sales Orders. Both of these are created and maintained in fundamentally the same way, including the possible presence of Sales Order Line Components. The main difference between Quotes and Sales Orders is that Quotes cannot be firmed, and therefore cannot be fulfilled. In addition, they have no impact on demands for planning purposes.
Estimate Work Orders may be created for both Configured Products and Stock Products. These Work Orders may then be used to better understand the impact they will have on the capacity required on the shop floor. Now, realistic information can be supplied to the Customer regarding the potential readiness date of the Order.
Processing
For detailed steps on how to add Quote and Quote Lines, see articles below on how to add Sales Order Headers and Sales Order Lines. As stated, the main difference is that Quote Lines cannot be Firmed, therefore cannot go through the Sales Fulfillment process until converted to a Sales Order.
Also, see Sales Order Edit for extra available actions once the Quote Order/Quote Lines are initially saved.
Header Buttons not available while in Quote mode are:
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Firm All Lines
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Order Fulfillment
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Track Shipments
Header Advanced tab not available while in Quote mode is:
A new Quote Details tab becomes available for Quotes and Sales Order Headers resulting from a Quote to Sales Order Conversion. Included fields are:
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Quote Expiration Date: Set while still on Quote mode, this is the date, set by the user, that the configuration and price defined on this Quote are no longer valid. This is an optional reference field.
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Date Quote is Converted to Sales Order: The date on which the Rootstock Quote was converted to create this Sales Order.
Create Estimate Work Orders from Quote Lines with Configured Products
When working with Configured Sales Order Lines on Sales Order Headers, Work Orders are automatically generated when these Lines are firmed.
When Quote Lines are added for Configured products, it is possible to generate an Estimate Work Order for each line by following these steps:
Going back to the SO Quote Line > Additional > Inventory Settings tab, the Work Order Number field will display a hyperlink to the Estimate Work Order. When clicked, the user is taken to the Work Order Header page. The Estimate Work Order can be adjusted and edited as normal Work Orders, with the difference that the only allowed status is 2-Firmed.
Create Estimate Work Orders from Quote Lines with Stock Products
When Quote Lines are added to the Quote for Stock products, it is possible to generate an Estimate Work Order by following the below steps:
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Navigate to the Inventory Settings tab found by clicking the Additional button on the Quote Line.
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Check the checkbox 'Configured This Time', once it is checked the 'Create Planning Work Order' checkbox will be visible when the Additional window is opened to the Inventory Settings tab.
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Check the checkbox 'Create Planning Work Order'.
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Click the OK button to save the change.
Going back to the SO Quote Line > Additional button> Inventory settings tab, the Work Order Number field will display a hyperlink to the Estimate Work Order. When clicked, the user is taken to the Work Order Header page. The Estimate Work Order can be adjusted and edited as normal Work Orders, with the difference that the only allowed status is 2-Firmed.
Available options: Schedule WO Operations for the Estimate Work Order:
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Navigation: Work Order Scheduling > Use the Scheduling function to process the Estimate Work Order and generate Start/End scheduled dates for the Operations.
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Navigation: Work Order Header > Press the Back Schedule button on Work Order Header to back schedule the Estimate Work Order.
View Estimate Work Orders on Capacity Planning Workbench
Navigation: Work Center Capacity Planning Workbench > Estimates tab > Estimate Work Order specific tab.
Fields
Include for Planning: If checked, the Estimate Work Order on this tab will be included for planning and visible not only in the grid below this tab but also in the Work Center, Work Orders, and Projects tabs. This gives the full capability for the estimate orders to be arranged and scheduled, even between different Work Centers, the same way as standard Work Orders. This will also activate the Plan Computing related fields.
NOTE In order to distinguish between Standard Work Orders and Estimate Sales Orders, the latter will include a label on the top part of their respective tiles when looking at the Work Center and Work Order tabs.
Plan Type: Drop-down used to select whether the Compute Plan button will estimate one of the below options:
Priority: Priority to be used when computing the plan. Smaller numbers have higher priority.
Auto-Level Load: Used to avoid overloaded buckets when computing the plan.
Convert Quote to Order
The user can perform changes to the Quote, Quote Lines, and Quote lines components as the desired while on Quote mode and generate Quote customer-facing documents until receiving approval to go forward with the Sale.
When the approval is ready, press the Convert Quote to Order button on the Quote Header will convert the Quote to a Sales Order. The Quote record and information contained within are the same, but now it is considered a Sales Order, and it is possible to firm the Sales Order Lines and continue with the Fulfillment process.
SEE ALSO
Sales Order Header - Creation and Management
Sales Order Edit
Sales Order Line - Creation and Management
