Operation-6 - Quotation and Billing for Maintenance Works

Sales and project operation overview

#	Stage	Modules
1	Quotation	Quotation
2	Quotation confirmed	Dimension Value – Project Code
		Quotation – update dimension / release quotation
		Sales Order – Create Sales Order by copy from Quotation
3	Project Completed	Sales Order – Post Shipment Sales Invoice – Create Sales Invoice, get Shipment Line for billing

Step 1 – Create Quotation
1. Go to Quotation List then select New Action to create Quotation or click +Sales Quote in actions menu. 2. Fill up Quotation Information Sell to Customer No. / Name Project Code Work Description (e.g. Maintenance Works – xxxxxxx) 3. Enter Quotation Line Information Select Type = Item, then enter No. MM01 IMPORTANT: Item No. MM01 for generic item no, for maintenance works. It may change in production environment. Change item description according to the project work. Enter Quantity and price Once quotation confirmed by customer, release the quotation. Please refer to Operation-1- Pre-Sales Stage - 3. Sales Quote** for Line id, Format and Image handling.
Step 2 – Create Sales Order
1. Create new sales order. 2. Fill up Sell to Customer No / Name 3. Select Prepare, Copy Document Action 4. Select Document Type = Quote and fill up the Quotation No. 5. Select Option Include Header then click [OK] 6. Sales Order copied from the quotation. Data including Project Code and order line.
Step 3 – Post Shipment when the services is completed
1. Select [Ship] then click OK IMPORTANT: System will default Ship and Invoice, user must change the option to Ship. IMPORTANT Once shipment and invoice posted in Sales order, Sales order to be deleted by system.