E1: 42: Creating Sales Orders from Quote Orders FAQs (Doc ID 2229497.1)

Last updated on MARCH 08, 2023

Applies to:

JD Edwards EnterpriseOne Sales Order Entry - Version XE and later
Information in this document applies to any platform.

Frequently asked questions regarding creating sales orders from quote orders.

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In this Document

Purpose

Question 1: How can we view the Quote Order Number used to create the Sales Order?

Question 2: Is it possible to review the quantity that has been released from a particular Quote Order?

Question 3: How can the remaining open quantity for an existing Quote Order be reviewed?

Question 4: When having multiple Quote Orders for an Item: Is it possible that the system will search for the next Quote Order if the first one does not fulfill the whole Quantity?

Question 5: Is it possible to change the price on a Sales Order that was released from a Quote Order?

Question 6: How is the line type defaulted when using Quote Order Release (P420111) or Sales Order Entry (P4210) into the released Sales Order?

Question 7: In the Document Type Maintenance form (P40040) how are the Order Category values used with Quote order setup?

Question 8: Is it possible to create a Direct Ship Sales Order with a Related Purchase Order (SD/OD) from a Sales Quote? How would you recommend this be setup?

Question 9: Is there a way to setup Workflow for a Quote approval process?

Question 10: On multi-line sales quote, when the Quote Release (P420111) is run, if there are multiple Quotes for the same customer can all the quotes be converted to one sales order without multiple clicks?

Question 11: If the Quote is created with Line Type S, can the Sales Order be generated using Quote Release (P420111) with Line Type SP using the SP Line Type that is setup in the Item Branch (F4102) record?

Question 12: Is it possible to use Quote Release (P420111) to add lines to a previously created Sales Order by manually entering an existing order number in the New Order Number field of the release screen?

Question 13: Why would Quote orders not display or not release when using P420111?

Question 14: Why is only one sales order is generated when two quote lines with same item and Sold/Ship To address but different branch plant are released together?

Question 15: Why is Quote Order header Ship To not copied into generated Sales Order header Ship To address field?

Question 16: Can the Quantity on a Sales Order generated from a Quote Order be increased?

Question 17: Why does the quote order reopen after the sales order has been cancelled?

Question 18: What determines the LTTR and NXTR on the SQ when the related sales order is cancelled?

Answer 18: The Last status will always be 999 and the Next status revert to the first Order Activity Rule.

Question 1: Is it possible to enter a configured item on a Sales Quote (P4210) with assembly and/or subassemblies that have a W line type and not have a work order created?

Question 2: Is it possible to create a configured sales Quote to a sales order via the Release Quote Program (P420111)?

Question 1: When trying to release the non-stock lines from P420111 Blanket release program, why does system return error; Item Branch Record does not Exist (0294) and Location not in Item Location File (3690)?

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