ANY Process Demo: Sales Quote - Prerequisites

Execute the following setup configuration before running this demo process.

Sales & Receivable Setup

  1. Go to the menu Sales & Marketing/Setup/Sales & Receivables Setup
  2. The Invoice Rounding should be unchecked

SalesQuoteStep1

Numbering Series Setup

In Quote to be able to create a new Sales Quote the next Numbering Series needs to be defined

  1. Go to the menu Finance/Setup/No. Series
  2. The No. Series S-QUO needs to be defined

SalesQuoteStep2

  1. Select Lines for to set the Start and End No.

SalesQuoteStep3

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 preconfigured process.
  • To get the best view of the features of the process capabilities for pricing and discount use a customer 10000 – The Cannon Group Plc. with some changes in the Customer Card.
  1. Go to the menu Sales & Marketing/Sales/Customers
  2. Double click on the line with Customer no. 10000 and expand the fast tab Invoicing

SalesQuoteStep4

  1. Enter Customer Disc. Group LARGE ACC

SalesQuoteStep5

  1. Confirm by pressing the Ship-To Addresses button from the Navigate menu, that the customer has 2 ship-to addresses

SalesQuoteStep6

Run the demo process