This recipe demonstrates setting up the Request for Quote activity rule and quote request application processing options.
You should set up the order activity rule for the Request for Quote application in order to set up the processing options for the Request for Quote application P4310.
- Set up the Order Activity Rule for Request for Quote via the G43A41 menu.
- Enter the Document Type for Request for Quote as OQ, and the Line Type as S.
- Enter the Order Activity for Request for Quote. The following screenshot shows the standard purchase requisition Order Activity Rule:
- Select Procurement and Subcontract Management | Daily Processing | Stock Based Purchasing | Requisition and Quote Management, click the arrow next to Enter Quote Order (P4310), and then select Values.
- Enter Order Type OQ in the Order Type field in the Default tab that exists in the Document Type - All Documents (00/DT) UDC to specify the default value for the order type. The system populates the Order Type field of the Order Header form with this value.
- Enter Line Type S in the Line Type field in the Default tab to specify how the system processes lines on a transaction. The line type affects the systems with which the transaction interfaces (General Ledger, Job Cost, Accounts Payable, Accounts Receivable, and Inventory Management). The line type also specifies the conditions for including a line on reports and in calculations. You define line types in the Order Line Types program (P40205).
- Enter Beginning Status 140 in the Default tab that exists in the Activity/Status Codes (40/AT) UDC to specify the default value for the beginning status of the order. The value that you enter must be set up for the order type and the line type.
- On the Order Inquiry tab, enter 110 in the From Status Code, and 999 in the Thru Status Code.
When you set up the Processing Options for the Enter Quote Order application (P4310), the system distinguishes a quote by its order type and the order activity rules. For example, when you work with a quote, you usually enter an order type of OQ (Quote Order). The quote order application reads the document type OQ from the processing options, and then gets the information from the order activity set-up. On the Interface tab, you set up the quantity update with 1, which indicates that the quotation will store the Other OP field in the item location table.
When you set up the order activity rule for a quote order, you should set up the order activity for the quote request to be after the requisition order activity - for example, set the Requisition Order Last Status to start with 100, and Quote Order Last Status to start from 140.