Presales Quotes: Implementation Checklist

The following sections provide details you can use to ensure that the system is configured properly for processing sales orders of the QT type (quotes), and to understand (and change, if needed) the settings that affect the processing workflow.

Implementation Checklist

We recommend that before you initially begin processing quotes, you make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.


Form	Criteria to Check
Enable/Disable Features (CS100000)	Make sure that the Inventory feature is enabled.
Sales Orders Preferences (SO101000), Inventory Preferences (IN101000)	Make sure that all necessary settings related to sales orders and inventory have been specified, as described in Configuration of Order Management: General Information.
Order Types (SO201000)	Make sure that the QT and SO order types are active and have been configured, as demonstrated in Sales Order Types: To Configure the SO Order Type and Sales Order Types: To Configure the QT Order Type.

Other Settings That Affect the Workflow

You can affect the workflow of processing quotes by specifying additional settings as follows:

To cause the system to automatically calculate discounts, enable the Customer Discounts feature on the Enable/Disable Features (CS100000) form.
To cause the system to automatically calculate freight for the requested quantities of stock items, select the Calculate Freight check box on the General tab of the Order Types (SO201000) form (Order Settings section).
To cause the system to create quotes with the On Hold status, select the Hold Orders on Entry check box on the General tab of the Order Types form (Order Settings section).

Validation of Configuration

To make sure that all the configuration has been performed correctly, we recommend that in your system, you process a quote by performing instructions similar to those described in Presales Quotes: Process Activity.