Road Map: EDI Order/Sales Quote Inquiry

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

Before you run this program each time

You should run these programs in this sequence:

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

    OR

EDI/Sales Quote Maintenance (QOE) to enter a sales quote, correct errors in an imported order, and remove it from hold.

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.

  1. (Optional) Quote Acknowledgment Queue (QPSPM) to process the queue.

OR

Quote Acknowledgment Print (QPS) to print or reprint a sales quote acknowledgment for a specific customer.

Before you run this program the first time

You should run these programs:

  • System Options Maintenance (XM) (Order Processing Options) to set the Credit management active? option.

  • 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.

  • Numbering System Setup (XOC) to set up sales order number assignment.

  • Customer Maintenance (CM) to set up customer records.

  • Branch Maintenance (TBM) to set up branches.

  • Branch Groups Maintenance (TGM) to set up branch groups.

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

    OR

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

  2. (Conditional) If you did not select the Auto obligate two step orders? Program option, Order Shipment Selection (OSS) to obligate and create shipments for selected sales orders or order lines.

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.

  2. AR Invoice Register (RR) to select a batch of 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 run these programs:

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