Sales Quotation A/R SAP Business One
How to use Sales Quotation ?
Open Module Sales A / R - Sales Quotation
You can create a Sales Quotation Document to be addressed to prospective customers, or to your customers. This document is usually only used as an initial proposal or as an offer document
In SAP Business One This document is only for initial information to prospective customers.
And is the first link in the sales process
Which must be filled in this document with Blue writing
Header Section
1. Customer - If you look at the image you just have to click on a striped circle (Choose Form List) it will
displayed all customer lists that have been previously registered with the Master Data Business Partner
2. Name - Contact Person will be filled automatically by the system according to the selected customer
3. Customer Ref No - Additional fields used by SAP that can be filled with Customer reference numbers and are optional
4. Document No - You simply choose a Series that suits your needs. Depending on the List Series, it has been registered in Document Numbering
5. Status - Automatic by the System that contains
6. Posting Date - The date you enter input into SAP
7. Valid Until - Specifies the document deadline
8. Document Date - The date the document was created
9. Sales Employee - Name of Employee who made this Transaction
10. Owner - Optional
11. Remarks - Brief notes
12. Total Before Discount - Total price in one document before there is a discount (automatic)
13. Discount - Discount given in one document. SAP also allows to provide discounts per item that can be filled in the Details section
14. Freight - Transportation costs
15. Rounding - Only as rounding is inputted manually by the user
16. Tax - Automatic depending on the tax in the detail section
17. Total - Total in one document (Total before discount - Discount + Freight + Tax)
18. Item / Service Type - allows to sell services
Section Details (Very many additional fields that exist in SAP, can be adjusted to the needs of each company. I only specify what columns are required), How to adjust can click Form settings
Consisting of several parts Just click the tab section in detail, namely
Content
Open Module Sales A / R - Sales Quotation
You can create a Sales Quotation Document to be addressed to prospective customers, or to your customers. This document is usually only used as an initial proposal or as an offer document
In SAP Business One This document is only for initial information to prospective customers.
And is the first link in the sales process
Which must be filled in this document with Blue writing
Header Section
1. Customer - If you look at the image you just have to click on a striped circle (Choose Form List) it will
displayed all customer lists that have been previously registered with the Master Data Business Partner2. Name - Contact Person will be filled automatically by the system according to the selected customer
3. Customer Ref No - Additional fields used by SAP that can be filled with Customer reference numbers and are optional
4. Document No - You simply choose a Series that suits your needs. Depending on the List Series, it has been registered in Document Numbering
5. Status - Automatic by the System that contains
- Open - New Transactions are created and no other Transactions have been made
- Open Printer - It has been printed from the system
- Closed - There is already a Sales Order transaction
- Canceled - Canceled manually by User
- Unapproved - Not Approved by superiors, must use Approval procedure
- Paid - Transactions have been paid
- Delivered - New transaction payment phase
6. Posting Date - The date you enter input into SAP
7. Valid Until - Specifies the document deadline
8. Document Date - The date the document was created
9. Sales Employee - Name of Employee who made this Transaction
10. Owner - Optional
11. Remarks - Brief notes
12. Total Before Discount - Total price in one document before there is a discount (automatic)
13. Discount - Discount given in one document. SAP also allows to provide discounts per item that can be filled in the Details section
14. Freight - Transportation costs
15. Rounding - Only as rounding is inputted manually by the user
16. Tax - Automatic depending on the tax in the detail section
17. Total - Total in one document (Total before discount - Discount + Freight + Tax)
18. Item / Service Type - allows to sell services
Section Details (Very many additional fields that exist in SAP, can be adjusted to the needs of each company. I only specify what columns are required), How to adjust can click Form settings
Consisting of several parts Just click the tab section in detail, namely
Content
1. Item No - Item code to be sold
2. Description - Name of goods to be sold
3. Quantity - the number of quantity to be sold
4. Warehouse - if it has not been filled (Usually it automatically depends on when you set the master data item)
2. Description - Name of goods to be sold
3. Quantity - the number of quantity to be sold
4. Warehouse - if it has not been filled (Usually it automatically depends on when you set the master data item)
Logistic
Accounting
