ANY Process Demo: Sales Quote - Prerequisites

Execute the following setup configuration before running this demo process.

Sales & Receivables setup

1. Go to Sales & Marketing > Setup > Sales & Receivables Setup.

2. Make sure Invoice Rounding is unchecked.

   

Numbering series setup

To create a new sales quote, define the following numbering series.

1. Go to Finance > Setup > No. Series.

2. The No. Series S-QUO must be defined.

   

3. Select Lines to set the start and end number.

   

Customer data

In this demo script, either a contact (as prospect) or a customer is used to create a sales quote.

• Create a contact by executing the Create Contact pre-configured process.
• To get the best view of the process capabilities for pricing and discount, use customer 10000 (The Cannon Group Plc.) with some changes in the Customer card.

1. Go to Sales & Marketing > Sales > Customers.

2. Double-click on the line with customer number 10000 and expand the Invoicing fast tab.

   

3. Enter Customer Disc. Group LARGE ACC.

   

4. Confirm by selecting the Ship-To Addresses button from the Navigate menu that the customer has two ship-to addresses.

   

Run the demo process