An Account Manager will start the process of creatin a quote from mutlipe ways :
- From scratch :
- From the Account Page
- From the One Quote Page
- From exising data
- From CPCs ==> FD - [CORE] Pricing Campaign - Request creation of a quote
- From existing quote - Clone
- From existing quote - Renew
The Account Manager must have the "One Sales Quote" Permission in order to create the quote
Create Quote From the Account Page
On the Account page a click on "New One Quote" (1) and fill all data (2)
(1) "New One Quote" button is alawys displayed
(2) Fill Data, some field will be automatically prepopulated or have specific features :
- GBU :
- PreFilled with the current user.GBU
- BU
- PreFilled with the current user.BU
- Account (Sold To)
- PreFilled with the Account the user were in.
- Validation Rule : You can't create a quote for a Corporate Group.
- Contact Name
- The user can select only contact from the Account Sold To or its Parent.
- If Account Sold To Parent. Name = Decision Various then Only Contact from the Account Sold To are displayed
- Validation Rule : Please select a contact related to the account or linked to the account through the Corporate Group.
- The user can select only contact from the Account Sold To or its Parent.
- Region
- PreFilled with the current user.Region
- Currency
- PreFilled with the current user.Currency
- Incoterms
- Default Value is CIP
- Unit of Measurement ????
- Price Valid From
- preflled with : Today +7 days
- Additional RULES
- Price Valid To
- preflled with : Today +7 days + 3 months
- Validation Rule : Price Validity to cannot be longer than 3 months for Novecare and 12 months for Technology Solutions.
- Offer Expiring By
- Rules
- Legal Entity :
- Legal entity is mandatory if GBU of the One Quote is different than Novecare
