Difference between revisions of "2.7 Create Quotation"

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(Created page with "{| align="right" border="1" class="wikitable" |- | colspan="2" align="center" | '''Create Quotation'''<br/> |- | '''Performer:''' | Customer Service |- | '''Role:''' | C.S. Re...")
 
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In the Initial Screen, select the preferred Quotation type:
 
In the Initial Screen, select the preferred Quotation type:
  
[[File:Quotation.png]]
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[[File:Quotation1.png]]
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The system displays a selection of Quotation Types; for UNHRD only ZNQT and ZWQT are allowed. Select the appropriate one according to the classification of the Partner request, i.e. ZNQT for external Partners (non WFP's), ZWQT for internal Partners (any WFP unit, Country Office, Regional Bureau, Liaison Office, etc.):
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[[File:Quotation2.png]]
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Click on ‘Create with Reference’:
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[[File:Quotation3.png]]
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Enter the Inquiry number against which the Quotation should be processed and click on ‘Copy’:
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[[File:Quotation4.png]]
  
The system lets you choose from a selection of Quotation Types, for UNHRD only ZNQT and ZWQT are allowed. Select the appropriate one according to the nature of the customer request, i.e. ZNQT for external customers, ZWQT for internal customers.
 
  
[[File:Quotation1.png]]
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'''NOTE''' If an inquiry is taken over by another Hub until the delivery completion/provision of services, the Sales Office and Sales Group '''must be updated''' accordingly

Revision as of 22:07, 28 January 2014

Create Quotation
Performer: Customer Service
Role: C.S. Representative
Transaction : WingsII - VA21


Based on the Inquiry created, proceed with the creation of the Quotation document by reference to the Inquiry document. In the menu select the path described below:

Logistics > Sales and Distribution > Sales > Quotation > Create

Quotation.png

In the Initial Screen, select the preferred Quotation type:

Quotation1.png

The system displays a selection of Quotation Types; for UNHRD only ZNQT and ZWQT are allowed. Select the appropriate one according to the classification of the Partner request, i.e. ZNQT for external Partners (non WFP's), ZWQT for internal Partners (any WFP unit, Country Office, Regional Bureau, Liaison Office, etc.):

Quotation2.png

Click on ‘Create with Reference’:

Quotation3.png

Enter the Inquiry number against which the Quotation should be processed and click on ‘Copy’:

Quotation4.png


NOTE If an inquiry is taken over by another Hub until the delivery completion/provision of services, the Sales Office and Sales Group must be updated accordingly