Road Map: Sales Quote Line Inquiry

Use the Sales Quote Line Inquiry (OQQ) program to display a summarized imported sales order, sales quote, or order created when you transfer a project or process a repetitive billing.

Before you run this program each time

You should run this program:

  • Order Import (EPI) to import orders from an ASCII file.

    OR

    EDI/Sales Quote Maintenance (QOE) to enter a sales quotation.

OR

Project Maintenance (PSM) to transfer a project for a new or existing customer and create a sales quotation.

OR

Repetitive Billing Report (RBIC) to print a report that shows the amounts each customer is to be billed for the period and create orders for the items billed.

Before you run this program the first time

You should run these programs:

  • System Options Maintenance (XM) (Enterprise Options) to select a date display format for your enterprise, Branch Maintenance (TBM) to select a date display format for your branch, or User Maintenance (UIM) to select a date display format for an individual user.

  • Output Device Maintenance (XDM) to set up the output devices you plan to use.

  • Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.

After you run this program

You will most likely run these programs:

  1. (Conditional) EDI/Sales Quote Maintenance (QOE) to correct errors in an imported order and release it from hold.

  2. Quote-to-Order Transfer (EPIB) to transfer the sales quote or imported order to a sales order.

  3. Sales Quote Purge Selection (EPIP) to purge transferred sales quotes.

  4. (Optional) Sales Order Maintenance (OE) to maintain the online order, and optionally create a shipment.

OR

If you selected the Process as a one-step order? Program option in the Quote-to-Order Transfer (EPIB) program, One-Step Invoice Entry (RE) to maintain header and line fields, create a shipment, and confirm it.

  1. (Conditional) Order Shipment Selection (OSS) to obligate and create shipments for selected sales orders or order lines, if you have not already done so.

OR

Sales Order Auto Processing (OAP) to obligate sales orders and create shipments.

  1. Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) to create a shipment, if you have not already done so, and confirm the shipment.

    AND/OR

Bill of Lading Maintenance (BLM) to create a bill of lading and confirm the shipments and bill of lading.

  1. AR Invoice Register (RR) to select confirmed shipments to invoice and print the AR Invoice Register, which creates AR invoices, updates commissions, sales statistics, and the general ledger.

You may also want to run this program:

  • EDI/Sales Quote Inquiry (QOQ) to display a sales quotation regardless of the order's status.

  • Sales Quote Inquiry (OSQQ) to display the status of imported sales orders, sales quotes, and orders created when you transfer a project or process a repetitive billing.