ACA for sales quotations

Dawid Kaczmarek Updated by Dawid Kaczmarek

ACA for sales quotations

The ACA functionality from Item/Customer for sales orders, can be used for sales quotations as well (not for project quotations).

Control for ACA according to setup for the item, will be performed when creating a sales quotation line. For quotations of the type "Prospect", the control will be performed according to ACA records setup without specific customer account. For quotations of the type "Customer", control will be performed according to all ACA records.

Control for valid ACA will be done according to the requested receipt date of the quotation.

On the quotation line the lookup in the item number field will also show a tab page with ACA information, in the same way as from a sales order line. The ACA records shown will be limited to those applicable according to the customer/country information.

The lookup for ACA will be limited to those applicable according to the item/customer/country information.

When changing the requested receipt date, control for ACA according to setup for the item, will be performed.

When printing a sales quotation, ACA information will be printed for each quotation line. The ACA information is part of the quotation journal and can be reprinted.

When confirming a sales quotation, the ACA information will be transferred to the sales order line, where changes can be performed if needed.

Figure 22: ACA for sales quotation

Printing sales quotation

When ACA information has been added to a sales quotation, the ACA data will be printed for the sales order line when creating one of the following reports:

Confirmation

  • Journals for printed/updated documents will hold line information as well as ACA information. When reprinting from journals, the ACA information will also be reprinted.

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