ManualDoc:W6CB5B67ED33F47DFA334079D3EA2340E
A Quotation is not a sales order document type but a different document type named "Quotation" linked to a specific document sequence.
 | In order to be able to create a sales order from a sales quotation, the quotation document type needs to be properly configured. That means that it requires a document type (i.e. Standard Order) to be defined in the field "Document Type for Order" |
The overall flow is very simple:
- Create a sales quotation
- Create a sales order from the sales quotation or reject the quotation
Actions in quotations
- Book: this action allows to process the quotation
- Reactivate: this action allows to add, remove or modify a quotation line/s
- Create a sales order: this action converts the quotation into a sales order
- Reject: this action cancel/reject the quotation
Statuses of the quotation
- Draft: Enter, remove and modify lines is allowed in this status. This status is reached after clicking New or reactivating the document
- Under evaluation: After booking the quotation. In this status the document cannot be changed. Further actions are:
- Reactivate
- Create a sale order
- or Reject the quotation
- Closed - Order created: After creating the sales order the document turns into this status. No further actions are allowed
| | One quotation one sales order. Several sales order cannot be created from the same quotation |
- Closed - Rejected: When the quotation finally is not accepted by the customer. It is mandatory to enter a reject reason. No further actions are allowed