Create/Update
Sales Quote - Customer Information
Program/Screen: SAPOET/SAPOET203B
Description:
Use this screen to enter or update the customer information specific to the sales quote. This information includes, but is not limited to, the job location, sales representative, delivery charges, tax district, and comments.
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Navigation
Access this screen by entering a customer name or number on the Create Sales Quote - Launch screen, and then if necessary, selecting a job for the quote. Enter customer information specific to the sales quote. If you are entering a sales quote for a new cash customer, you can access the name and address fields; otherwise, they can only be viewed. From this screen, you can enter delivery instructions and order comments, and you can access the Job Maintenance program.
Unique Create/Update Sales Quote Screens
Create/Update Sales Quote - Customer Information
Create/Update Sales Quote - Item Information
Create/Update Sales Quote - Review
Additional Program Screens
Fields
Displays the unique number assigned to the customer.
Displays the amount of credit currently available to the customer. When the customer is over their credit limit, this amount displays as a negative number.
Enter or accept the code for the currency to be used for the sales quote.
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Billing Information
The customer's name for billing purposes.
Line 1 of the customer's billing address.
Line 2 of the customer's billing address.
The city of the customer's billing address.
The state or province of the customer's billing address.
The postal code of the customer's billing address.
The customer's main billing phone number.
Displays the number of days for the standard payment terms for this customer.
If the quote is for a cash customer, enter the customer's employer name and phone number.
If the quote is for a cash customer, enter the customer's date of birth.
If the quote is for a cash customer, enter the customer's social security number in this format: XXX-XX-XXXX.
Shipping Information
The customer's name for shipping purposes. This is usually associated with the job attached to the sales quote.
Line 1 of the customer's shipping address. This is usually associated with the job attached to the sales quote.
Line 2 of the customer's shipping address. This is usually associated with the job attached to the sales quote.
The city of the customer's shipping address. This is usually associated with the job attached to the sales quote.
The state or province of the customer's shipping address. This is usually associated with the job attached to the sales quote.
The postal code of the customer's shipping address. This is usually associated with the job attached to the sales quote.
The customer's main shipping phone number.
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The location and the number associated with the job you selected for the sales quote. You can override this information for a charge customer, and if you are entering a quote for a cash customer, you can enter information here that is not validated against the customer job file.
If a purchase order was entered in the selected job record, the number is displayed, but you can override it. Otherwise,you can enter the purchase order number for this sales quote.
This field displays based on settings in the USECOD control record. If that record is set to use the use code, and you are using the use code to set net rates, the label for this field is 'Net.'
If this field is 'Net,' and the value for Net means use book rates in the MANDSC control record is Y, you cannot change the rates on a manual contract.
If applicable, enter the sales representative you want to assign to this rental reservation/quote. If there is a sales representative assigned to the selected job, that representative's number displays, but it can be changed. If the selected job does not have a sales representative assigned, the information defaults from the customer master record, but it can be changed.
If the system is set up to allow split commissions, you can press F2 to access the Sales Representative Split Maintenance screen.
Enter or accept the date that the quote expires. This date defaults to the order date plus 30 days.
Name of the person who placed the sales quote.
Enter the name of the customer contact who will receive the items when this quote is converted to an order. If applicable, update this information when the quote is converted to a sales order/invoice, and the items are delivered and signed for.
If
the User Auth Req field in
the customer master file for the customer or customer job is set to
Y, you can press F4
here to access a list of authorized users for the customer/customer
job, and you can select one of the users to populate this field.
Indicate if items are to be delivered if this quote turns into a sales order.
If the items are to be delivered, enter the date of delivery.
Enter or accept the code that prints on the invoice when there are delivery charges. Press F4 in this field to find and select a specific shipper/carrier for the delivery. Once selected, the carrier's name replaces the Delivery Code in the field.
The amount you want to charge for delivery. This amount is billed to the customer at the time of the first invoice, which could be the first cycle bill or the first return.
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Indicate whether to charge taxes on the sales order that is converted from this quote. The settings default from the selected job, or from the customer master record if no job is selected.
The tax district code for this sales transaction. If you are integrated with a tax software package, the district may be based on the Delivery setting. If Delivery is set to Y, the shipping information is used for tax purposes. If it's set to N, the tax information comes from the location creating the quote.
If the customer is tax exempt for resale reasons, enter their resale number. This should default from the customer master, but it can be changed.
If you operate within the European Union, this field displays the number from the customer's VAT (Value Added Tax) certificate.
Function Keys
|
Function Key |
Description |
|
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
|
F2 |
Representative Split. Advance to the Sales Representative Split Maintenance screen. |
|
F3 |
Exit. Exit the page or program. |
|
F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
|
F5 |
Billing. Not used for quotes. |
|
F6 |
Add Job. Advance to the Job Maintenance program. |
|
F7 |
Customer Comments. Toggle the Delivery Instructions area to display customer comments. |
|
F8 |
Authorized Users. Toggle the Delivery Instructions area to display customers who are authorized to charge against this account. |
|
F9 |
Delivery Instructions. Toggle the Customer Comments area to allow for entry of delivery instructions. |
|
F10 |
Order Comments. Advance to the Order Comments screen to enter or review internal comments for the order. These comments do not print on the order. |
|
F11 |
Contract Price. Not used for quotes. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
|
F13 (Shift + F1) |
Tax Override. Open the Partial Tax Override popup window where you can enter tax exempt reason codes to override taxes for your tax jurisdictions. |
|
F17 (Shift + F5) |
More Information. Access the Additional Customer Information popup window. |
|
F20 (Shift + F8) |
Update Comments. Advance to the Customer Comments screen where you can enter and update comments entered for a customer from Customer Master Maintenance. |
|
F23 (Shift + F11) |
Delete. Press F23 twice to delete an existing sales quote. |
|
F24 (Shift + F12) |
More. Display more available function keys for the program. |
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