| Concept | | | | The transaction code to configure a document is |
| A document type represents a type of transaction in | | | | [VOV8] or use the menu path [SPRO - Sales and |
| the system. For example, a Contract Transaction is | | | | Distribution - Sales Documents - Sales Document |
| represented in the system using a document type CT. | | | | Header - Define Sales Document Types ] When |
| Similarly a quotation to a customer is created in the | | | | creating new entries, as usual always try to choose an |
| system using a document type QT. The reason why | | | | entry close to your required element and copy it. For |
| different documents are used to represent different | | | | example, if you want to create a quotation with |
| transactions is because, each transaction behaves in a | | | | different characteristics, its always better to create the |
| different way from another. A quotation behaves | | | | new document as a copy of QT. That way all the |
| differently from a Standard Order. Some examples | | | | item category determination, schedule like |
| are shown below. | | | | determination etc are already done for you - unless |
| Quotation (QT) | | | | you create new item categories. |
| -Does not require Credit Check to be performed. | | | | Let's go through some of the controls inside a |
| -No Deliveries required directly for a quotation unless | | | | document say OR (which is the type for a standard |
| converted to an order. | | | | order). Not all controls are relevant, but we will try to |
| -Not relevant for billing. | | | | cover the most important ones. Select the type 'OR' |
| Standard Order (OR) | | | | and click on the magnifying glass or double click on OR |
| -Relevant for Deliveries and billing | | | | to learn more. |
| -Relevant for Credit Check | | | | The controls are segregated into multiple sections. |
| -Different fields are required compared to a quotation | | | | |
| (For example, quote validity dates not required) | | | | 1. Number Ranges |
| -Generates material requirements to be passed on to | | | | 2. General Control |
| MRP, whereas a quote does not. | | | | 3. Transaction Flow |
| The document QT controls the characteristics of the | | | | 4. Scheduling Agreement |
| quotation. Also, if there are slight modifications required, | | | | 5. Shipping |
| a copy of QT can be made - like ZQT - and used. For | | | | 6. Billing |
| example, when creating a quotation in a particular | | | | 7. Requested Delivery Date |
| company, if credit checks needs to be performed that | | | | 8. Contract |
| particular feature can be enabled. | | | | 9. |
| Configuration | | | | |