IBS Enterprise Help Centre 8.0

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This window is accessed from either the initial Work with sales quotations panel or the Quotation line entry panel. On this panel you enter the copy to parameters for the sales order you are creating by copying the quotation. Checks are performed during the copy process. If there are any errors in the source being copied, the order itself will be created but you must correct the error to be able to continue processing. From the Header view you can toggle the following two modes:

Orders not in error = all orders that do not contain errors.
Orders in error = Displays all orders containing errors. The errors could exist on Line, Header and/or Address level for Sales orders. The level on which the error was found is outlined with the applicable Error code. In this mode you also have the option to drill down to the applicable level to view the error and also make the necessary corrections.

Note: If the CR-QT (Credit control, quotation) function is activated in the Function control file, the system will check the credit limit of the customer when quotations are entered, maintained or copied. If the current quotation value exceeds the credit limit, a warning will be issued. This can be bypassed but if the CR-SO (Credit control, order entry) function is activated in the Function control file, it will be flagged during the copy process to a sales order. In addition, if the LSTSL-QT (Lost sales tracking, quotation) function is activated in the Function control file, and a quotation is copied to a sales order where the Copy WON only field is set to YES, only the won lines will be totalled and added to the quotation value.

Handled by: Enter a code from the Signature table indicating the handler of this quotation. If nothing is entered, the handler from the quotation being copied is retrieved.

Order number: Enter the order number/service order number which identifies the order/service order throughout the system. The order number/service order number can either be entered manually or retrieved by the system from the Number series table, if left blank.

Customer number: Enter the complete customer number, or alias. If nothing is entered, the customer number from the quotation being copied is retrieved.

Order type: Mandatory entry. Enter a code from the Sales order type table indicating the order type for this sales order.

Pricing date: This field can only be completed if Get new prices is set to YES. Indicate the date used to price the sales order lines.

If a value is not entered, the dispatch date from the quotation being copied is retrieved. If the Calculate disp date field is set to YES, the dispatch date specified here will be used as a lower limit.

Sales promotion: This field is only displayed if at least one open sales promotion exists that is flagged for promotion pricing and can only be completed if Get new prices is set to YES. Enter the Sales promotion. When you enter a promotion, the sales order header is flagged as being promotion priced, and the entered promotion is used to price the lines on the new sales order.

Warehouse: This field can only be completed if the Use sourcing policy field is set to NO. If you enter a code from the Warehouse table in this field, this code will be used on all new sales order lines. If no value is entered, the value in the Use sourcing policy field decides what warehouse will be used on the new sales order lines.

Close other versions: Only displayed if the LSTSL-QT (Lost sales tracking, Quotation) function is activated in the Function control file. Indicate if you want to close all lines of other versions of the quotation being copied.

Close corresp lines: Only displayed if the LSTSL-QT (Lost sales tracking, Quotation) function is activated in the Function control file. Indicate if you want to close only corresponding lines of other versions of the quotation being copied.

Currency: Enter a code from the Currency table indicating the currency in which the order/service order is going to be displayed. If nothing is entered, the currency code from the quotation being copied is retrieved. An exchange rate for the period and level specified in the DIS control file must, however, exist in the Exchange rate table. Otherwise a message will be displayed.

Cost centre

This field is only displayed if the cost centre account part (in IBS Financials) is activated. The cost centre handling is only used for external orders. There are two pre-defined values that can be defaulted to this field:

If a cost centre has been defined in the Signature table (for the user that is about to copy a quotation) it will be defaulted to this field.
If a cost centre has been defined for the customer in the Business partner file (A/R basic data panel) it will be defaulted to this field.

Note: If a cost centre has been defined in both the Signature table and the Business partner file the default value will be retrieved from the Signature table. If no value is defaulted, enter a the cost centre code you want to assign to the quotation. Note: A security check will be performed to verify if the user is authorized to enter the cost centre.

Copy WON only: Only displayed if the LSTSL-QT (Lost sales tracking, Quotation) function is activated in the Function control file. Indicate if you only want to copy won quotation lines. Note: If set to YES, only one of the Close other versions and Close corresp lines fields can be set to yes.

Copy text: Indicate if you want to copy any existing text from the source quotation.

Get new prices: The field is set to NO by default. Set it to YES if new prices and discounts should be retrieved and updated on the order/service order. If the Customer number or Currency was entered, this field must be set to YES.

Retrieve notes: Indicate if you want to copy notes from the Work with notes file which will become order text for the order.

Calculate disp date: This field is set to NO by default. Set it to YES if dispatch date should be calculated if the quantity is not available for the specified dispatch date. This field is used for items which are specified as having Time axis control.

Use sourcing policy: This field is set to NO by default, meaning that you want to use the warehouse entered on the quotation lines, instead of taking advantage of the sourcing policy functionality.

Maintain new order: This field is set to YES by default. Leave the YES setting if you want the Work with sales orders program to prompt immediately after the copy is complete, where you can maintain the sales order.