Enter Reason for Lost Quotation Line

Explanation

When the customer answers to your quotation and gives you a negative response on one or several lines, you may note these quotation lines as lost. This can be done by selecting the respective line or lines and choosing Lost Quotation... from the Operations menu, which will open the Lost Quotation dialog box. You can open it from either the Sales Quotation/Quotation Lines tab window or the Sales Quotation Lines window. In this dialog box you enter the reason why the quotation line was lost and to which competitor it was lost.

The status of the sales quotation line is set to Lost. Note that only released, rejected,or possibly revised, lines can be set to Lost.

The release of the demand of planning has to be reversed according to the supply code.

Prerequisites

• The quotation header must have been entered, saved and released before you can set the status to Lost.

System Effects

The status of the sales quotation line is set to Lost and will receive the information for loss. There is no change of the status on the quotation header. No further transactions can be performed for the line.

Window

Sales Quotation
Sales Quotation Lines

Related Window Descriptions

Sales Quotation
Sales Quotation Lines
Quotation Won

Procedure

In the Sales Quotation window:

1. Use the Populate or the Query function to display the appropriate quotation.
2. Select the Quotation Lines tab and select the line or lines you want to set to Lost.
3. Choose Lost Quotation Line... in the Operations menu. The Quotation Lost dialog box will be displayed with the Quotation No, Line No and Del No automatically entered by the system.
4. Enter the competitor to whom the quotation line was lost, either by clicking the List button and choosing a competitor from the list or by entering the competitor ID manually.
5. Enter the reason for losing the quotation line, either by clicking the List button and choosing a reason from the list or by entering the reason ID manually.
6. Optionally, you may enter a short comment in the Lost Note field.
7. Click OK when completed. The sales quotation line is set to Lost.

In the Sales Quotations window:

1. Use the Populate or the Query function to display the appropriate quotation.
2. Select the quotation line or lines in question. Choose Quotation Lost... in the Operations menu. The Quotation Lost dialog box will be displayed with the Quotation No, Line No, and Del No automatically entered by the system.
3. Enter the competitor to whom the quotation line was lost, either by clicking the List button and choosing a competitor from the list or by entering the competitor ID manually.
4. Enter the reason for losing the quotation line, either by clicking List and choosing a reason from the list or by entering the reason ID manually.
5. Optionally, you may enter a short comment in the Lost Note field.
6. Click OK when completed. The sales quotation line is set to Lost.