ssolberg
VIP Member
I'm hoping someone out there can clarify how Sales Quotes are "supposed" to be done vrs. the way we have it setup, which is "sort of" working. My main problem has to do with the creation of a Sales Order (SO) from the Sales Quote (SQ).
Some background on what we currently do on an SQ: Users enter the parts on the Quote with a line type Q (quote), not S or X for stock/non-stock. Last status is 520, next is 580. The quotes do no checking/commitment of inventory items (nor do we want them to) and essentially immediately show as "shipped" so when a quote is printed, everything is nicely totalled up. SQ's go no farther in the system at this point...
Now if I attempt to do a F21 to Create an SO, it works just fine except for the fact that line types have to be changed to S (or X) and the lines continue to show as "shipped" even if I didn't have enough on hand to fulfil the SO.
I've searched the KG and the documentation and don't find a "proper" setup for SQ's. Should I be using normal line types (like S and X in our case)? If I do that, how can I be sure it doesn't do and commitments of the Quote lines against inventory? I'm guessing my line status are wrong as well, should be back in the 140 range? In a nutshell, the guys want to enter a quote, give it to the customer. Customer comes back in a few days and sales, "go ahead and order them", and our guys call up the quote, do the F21 to create the SO, it checks inventory (like a "normal" sales order entry does) and you are done. Am I making it too simple? I've got a test area so I can play if anyone has words of wisdom to pass on to me.
Some background on what we currently do on an SQ: Users enter the parts on the Quote with a line type Q (quote), not S or X for stock/non-stock. Last status is 520, next is 580. The quotes do no checking/commitment of inventory items (nor do we want them to) and essentially immediately show as "shipped" so when a quote is printed, everything is nicely totalled up. SQ's go no farther in the system at this point...
Now if I attempt to do a F21 to Create an SO, it works just fine except for the fact that line types have to be changed to S (or X) and the lines continue to show as "shipped" even if I didn't have enough on hand to fulfil the SO.
I've searched the KG and the documentation and don't find a "proper" setup for SQ's. Should I be using normal line types (like S and X in our case)? If I do that, how can I be sure it doesn't do and commitments of the Quote lines against inventory? I'm guessing my line status are wrong as well, should be back in the 140 range? In a nutshell, the guys want to enter a quote, give it to the customer. Customer comes back in a few days and sales, "go ahead and order them", and our guys call up the quote, do the F21 to create the SO, it checks inventory (like a "normal" sales order entry does) and you are done. Am I making it too simple? I've got a test area so I can play if anyone has words of wisdom to pass on to me.
