Wednesday, March 14, 2012

Quote to sales order in orale application

In Quote to order cycle following steps are involved

1.Create a quote- Quote number generated in draft Status(hdr and line)-



Nav: Negotiation>quick quote

2.Get (submit for ) internal approval - status of hdr and line is Pending internal approval- Nav: Action>progress quote > Submit draft eligible

3.Get customer acceptance quote work flow completes -before acceptance quote will be in in pending customer acceptance



Nav : actions> customer aeptance




4.sales order gets created in entered status -Quotes heder/line data populates in SO header /lines



After Quote is accepted by customer we can create Sales order Agreement out of it and create relase which can be converted to Sales order.

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