Quotation entry, Sales order entry - Header tab

Enter Header information for quotation data and sales order data (Accountee, Delivery to, Dept. Settlement method and so on) with header tab on the [Quotation entry] screen and the [Sales order entry] screen.
→To Operation Procedure

Screen Transition

For [Quotation entry]

[Sales Order Module]
  ↓
[Entry (Quotation)]
  ↓
[Quotation Entry]
  ↓
[Quotation entry] screen - Header tab
    "Confirm credit" button →  [Confirm credit] screen
    "Unit price" button →  [Refer price history] screen
    "Register pattern" button → [Register pattern] screen
    [Quotation entry] screen - Detail tab

For [Sales order entry]

[Sales Order Module]
  ↓
[Entry (Sales Order)]
  ↓
[Sales Order Entry]
  ↓
[Sales order entry] screen - Header tab
    "Confirm credit" button → [Confirm credit] screen
    "Unit price" button →  [Refer price history] screen
    "Register pattern" button → [Register pattern] screen
    [Sales order entry] screen - Detail tab

Item Setup

[Header]

• Entry date
• Quotation expire date (Only displayed on the [Quotation entry] screen)
  It selects the term of validity recorded on the quotation. The default date is one month after the Entry date.
• Internal No.
• Special trade type
  This check box is switched on for military-related trades.
  Turning this checkbox on when the goods are "#(STC List products)" or "%(CA products)" will always be displayed as an error item (STC error item) on the [Sales order gate] screen.
• Confirm request flag(Only displayed on the [Sales order entry] screen)
  This check box is switched on for sales orders that need approval.
  When the check box is switched on, it will be displayed as an error item (Export control error code) on he [Sales order gate] screen.
• Quotation No. , History No. (Only displayed on the [Quotation entry] screen)
  Press the enter key after entering or selecting the registered Quotation No. and the data for the specified Quotation No. will be displayed on the screen and it can be modified, However, quotation data that has already been used and processed in another sales order entry cannot be modified.
  When quotation data has been modified in the past, the most recent History No, is displayed. It is not possible to display past history. It is only possible to see how many times it has been modified.
• Sales order No. (Only displayed on the [Sales order entry] screen)
  Press the enter key after entering or selecting the registered Sales order No., and the data for the specified Sales order No., will be displayed on the screen, and it can be modified. However, it is not possible to modify sales order data that has already been released by the sales order gate.
• Quotation internal No. (Only displayed on the [Sales order entry] screen)
  When entering sales order data in continuation of entered quotation content, enter the internal No., at the time of quotation entry. Press the enter key after entering or selecting, and the content of the specified Quotation No. will be displayed on the screen. It is not possible to specify quotation data that has already been used and processed in another sales order entry.
  When quotation data has been modified in the past, the latest History No. will be displayed.
• Accountee , or Employee
  After selecting "Accountee" for sales to a correspondent and "Employee" for sale to an employee, enter the code.
• Correspondent purchase order No.
  Enter the number printed on the Quotation of the Purchase order voucher as the "Customer order No."
• Property
  After specifying "Accountee", the first "Flexible setup" registered with [Register correspondent] in the [Common master module] for the specified correspondent will be displayed.
• Delivery to
  After specifying "Accountee", the default "Delivery to" registered in [Register correspondent] for the specified correspondent will be displayed.
  When changing "Delivery to", it is possible to select from the "Delivery to" that has been register structured to the Accountee with [Register delivery to].
• Consignee , End user
  It is possible to select "Customer" or "Customer and vendor" as "Correspondent type" from among the correspondents registered with [Register correspondent]. It is also possible to enter the name manually.
• Dept , charge
• Status
  Status as below is displayed on quotation data and sales order data.

  Quotation/Sales order	Status	Explanation
  Quotation	Quotation	This is quotation data for which there is no sales order. This is also the status for when new quotation data is entered.
  	Sales order	This is quotation for sales order processing has been conducted. Quotation data followed by sales order entry with the [Sales order entry] screen has this status. Quotation data with the "Sales order" status cannot be modified with the [Quotation entry] screen.
  Sales order	Sales order	This is the status immediately after entry of sales order data. Regardless of the approval status with the [Sales order gate] screen, this status remains so long as the next shipping order process is not processed.
  	Shipping order	This is sales order data that has a shipping order with the [Shipping control module]. Sales order data with a "Shipping order" status cannot be modified with the [Sales order entry] screen except for "Status".
  	Shipping	This is sales order data with a shipping entry in the [Shipping control module] with a status of yet to be delivered Sales order data with "Shipping" status cannot be modified with the[Sales order entry] screen except for "Status."
  	Shipped	This is sales order data with a shipping entry in the [Shipping control module] with a status of delivered to "Deliver to". Sales order data with a "Shipping" status cannot be modified on the [Sales order entry] screen.

• Currency
  The default currency registered with [Register correspondent] for the specified correspondent is displayed when "Accountee" has been specified.
  Std currency is the default when "Employee" has been specified.
  It is possible to select other currencies.
• Rate type
  The default rate type registered with [Register correspondent] in the [Common master module] is displayed.
  When "Employee" ha been specified, "None" is the default for Std currency.
  If another currency is selected, it is also possible to select the rate type.
• Exchange rate
• VAT summary unit
  The default VAT summary unit for each correspondent registered with [Register correspondent] is displayed when "Accountee" has been specified.
  When "Employee" has been specified, the employee VAT summary unit registered with [Logistics parameter setup] in the [Logistics master module] is displayed. It cannot be changed.
• Tax , Tax (SC)
  The total tax Amt for the detail entered with the [Detail] tab is displayed in the entry currency and standard currency. When "Currency" is standard currency, tax is not displayed. It is also not displayed when the "VAT summary unit" is "None"
• Amt , Amt (SC)
  The total amount for the detail entered with the [Detail] tab is displayed in the entry currency and standard currency
  When the "Currency" is standard currency, the Amt is not displayed.
• L/C NO.
  Select the L/C No. for the "Receive" type registered with the [Register L/C] screen.
• Trade condition
  It is possible to select any of the trade conditions below.
  At the time of shipping order and sales, it is possible to create a voucher summarizing Deliver to unit and Settlement method unit, and they cannot be summarized on the same voucher when the trade condition is not the same.

  Trade condition	Explanation
  CFR	An abbreviation of Cost and Freight. The seller is discharged from obligation by delivering the contracted goods on board, ie beyond the ship's rail, in the port of origin of the vessel arranged as far as the port of destination at the seller's expense.
  CIF	An abbreviation of Cost, Insurance and Freight. The seller is discharged from obligation by delivering the contracted goods on board, ie beyond the ship's rail, in the port of origin of the vessel arranged as far as the port of destination and arranging for the prescribed marine insurance agreement at the seller's expense.
  CIP	An abbreviation of Carriage and Insurance Paid To. The seller is discharged from obligation by preparing the contracted goods, delivering the contracted goods to the supervision of a carrier in the place of origin and arranging for the prescribed marine insurance agreement. CIP is basically air freight and complex integrated freight conditions that correspond to CIF in sea freight.
  CPT	An abbreviation of Carriage Paid To. The seller is discharged from obligation by arranging a freight agreement as far as the port of destination at the seller's own expense and delivering the contracted goods to the supervision of a carrier in the place of origin of the contracted goods. CPT is basically air freight and Complex integrated freight conditions That correspond to CFR in sea freight.
  FAS	An abbreviation of Free Alongside Ship. The seller is discharged from obligation by delivering the contracted goods alongside a vessel in the buyer's specified port of origin. Notwithstanding, the buyer must pay for export customs clearance.
  FCA	An abbreviation of Free Carrier. The seller is discharged from obligation by delivering the contracted goods into the supervision of a carrier in the buyer's specified place of origin. FCA is basically air freight and complex integrated freight conditions that correspond to FOB in sea freight.
  FOB	An abbreviation of Free on Board. The seller is discharged from obligation by delivering the contracted goods on board a vessel, ie beyond the ship's rail, in the buyer's specified port of origin.
  DAF	The seller is discharged from obligation by delivering the contracted goods to the buyer at a specified location on the specified national border.
  DES	An abbreviation of Delivered Ex Ship. The seller is discharged from obligation by delivering the contracted goods to the buyer on board a vessel in the specified port of destination.
  DEQ	An abbreviation of Delivered Ex Quay. The seller is discharged from obligation by delivering the contracted goods to the buyer at the quay in the specified port of destination. Notwithstanding, the seller must pay for import customs clearance and duty.
  DDU	An abbreviation of Delivered duty Unpaid The seller is discharged from obligation by delivering the contracted goods to the buyer in the specified place of destination.
  DDP	An abbreviation of Delivered Duty Paid. The seller is discharged from obligation by delivering the contracted goods to the buyer in the specified place of destination. Notwithstanding, the buyer must pay for import customs clearance and duty. This trade condition puts the minimum obligation on the buyer and is the maximum obligation for the seller.
  EXW	An abbreviation of ExWorks. The seller is discharged from obligation by delivering the contracted goods to the buyer at the specified location such as the factory. Therefore, the buyer must pay for export customs clearance. This trade condition puts the minimum obligation on the seller and is the maximum obligation for the buyer.