Exact Synergy Enterprise

InterConnect for Macola Configuration: Quotations and Orders

Quote and order configuration allows you to define how you want to create quotes and orders in your system.

Before you begin to configure quotes and orders, you should verify that the following items have been created and configured in Exact Synergy Enterprise:

Specific Role for Quote Creation
Document Category created for Quotes
Document groups created for Printed Formats (templates) Quotes
Document groups created for Printed Formats (templates) Orders
Document groups created for Printed Formats (templates) History

Note: Numbers 3 to 5 can be either Document Types or Main Categories/Categories/Sub-Categories, depending on Document Setup.

You must have the Administrator role to edit and configure the Quotation settings.

How to Configure Quotations and Orders

In Exact Synergy Enterprise, Navigate to InterConnect > Setup. Under the Back office: Macola Progression heading, click Quotations / Orders. This opens the Macola Progression: OE Settings page.
Use the table below for information when making the quote and order settings.
Click Save to save the quote and order settings.

The following table describes the available options on the Macola Progression: OE Settings page:

Option	Description
Division
Division	Select the back office company to use with the InterConnect quotes. The only options available to choose are the divisions set up on the InterConnect: Divisions page.
Quoting
Quoting: Active	Select the Quoting: Active check box to enable quoting.
Quoting (Role)	Select the role a Synergy Enterprise user must have to view, create, and change quotes in InterConnect. Roles for InterConnect are created on the System: Roles page. It is recommended that you create a unique Exact Synergy Enterprise role for quoting capabilities. While you can use any previously defined role, creating a unique quotation role will enable you to easily identify and categorize the role function.
Hide Dead Quotes	Dead quotes are quotes that have no documented activity beyond the set quote close date. In some cases, inactive quotes may be marked as lost sales. In the event that inactive quotes are not marked as lost sales, you can choose to not view inactive quotes by selecting the Hide Dead Quotes check box.
Debtor Template	The Debtor Template is used to default many of the fields from the back office that do not exist in Synergy. Enter or search for and select the customer account that has the default customer fields and values.
Close Date Field	The Close Date Field is displayed on the order header as the anticipated close date. You can choose the field that you want to use as the Close date. Click the drop down arrow to select from either the Shipping Date or the Order Date to be used as the close date. In most cases, the Shipping Date is defined as the close date.
Close Date: Default	When a quote is entered, the value specified here will be used to calculate (in days) the default close date based upon the date the quote is created. This date can be modified at the time the quote is created. Typically, 30, 60, or 90 days is specified as the default close date.
OE User Field (Document)	To create a quote document when a new quote is created, select a sales order header user defined free field that does not have a value. Review the sales order header user defined fields. When you select a user defined field that does not get populated with a value when the quote is created, InterConnect creates a quote document and puts the document number in this field. You can see this document under the customer account card. If you select a user defined field that does get populated with a value when the quote is created, InterConnect will not create a quote document.
Forms (Document Type)	Enter the form number of the document type for InterConnect to use when creating a quote document when a new quote is created. Documents are set up on the Documents: Type page and document groups are set up on the Documents: Group page.
Award Probability Default	The award probability affects the sales funnel and defines where any given quote appears on the sales funnel. Available values range from 0 to 9. Values 1 to 3 are considered Cold Quotes; these quotes are expected to close between 60 and 90 days from quote origination. Values 4 to 6 are considered Warm Quotes; these quotes are expected to close between 31 and 60 days from quote origination. Values 7 to 9 are considered Hot Quotes and are expected to close between 0 and 30 days from the quote origination. The option selected will display as the default award probability when a quote is entered in the system. A user can change this value as needed during quote creation.
Set EDI Flag	This field is reserved for future use.
Shipping Notes: Default to Customer	If the customer account already contains default shipping notes, you can select this option to use the predefined shipping notes on the quote. If this option is not selected, the Shipping Notes section on the quote will be blank and can be edited as needed.
Standard Printed Forms
Forms: Quotations	This indicates the document type to use when printing quotations in InterConnect. Documents are set up on the Documents: Type page and document groups are set up on the Documents: Group page.
Forms: Open Orders	This indicates the document type to use when printing open orders in InterConnect.
Forms: Historical Orders	This indicates the document type to use when printing historical orders in InterConnect.
Quote Promotion
Quote Promotion (Employee) Promotion Type	Link: If you select Link, InterConnect opens a new request when a user clicks the button to create a request that a quote be converted to an order. This allows the user to enter information on the request. You must enter a link to the request type for converting a quote to an order in the next field. Request: If you select Request, InterConnect automatically creates a request when a user clicks the button to create a request that a quote be converted to an order. The user does not have the opportunity to change or add information to the request before it is created.
Link/Request	Link: If you selected "Link" in the previous field, enter a link to the request type for converting a quote to an order. For example: https://[server-name]/Synergy/docs/wflRequest.aspx?BCAction=0&type=[request-number] Request: Enter the number of the request type for InterConnect to use when creating a request that a quote be converted to an order.
Button Name	Enter a name for the button employees can click to create a request that a quote be converted to an order.
Quote Promotion (Non-Employee) Promotion Type	Link: If you select Link, InterConnect opens a new request when a non-employee user clicks the button to create a request that a quote be converted to an order. This allows the user to enter information on the request. You must enter a link to the request type for converting a quote to an order in the next field. Request: If you select Request, InterConnect automatically creates a request when a user clicks the button to create a request that a quote be converted to an order. The user does not have the opportunity to change or add information to the request before it is created.
Link/Request	Link: If you selected "Link" in the previous field, enter a link to the request type for converting a quote to an order. For example: https://[server-name]/Synergy/docs/wflRequest.aspx?BCAction=0&type=[request-number] Request: Enter the number of the request type for InterConnect to use when creating a request that a quote be converted to an order.
Button Name	Enter a name for the button that non-employee users can click to create a request that a quote be converted to an order.
Pricing
Method	Select the back office that contains the pricelist you would like to use. Depending on your back office you may have one or more options.
Security Level: Price	Enter the minimum level of security required to view price information. The options are Customer, which is security level 1; Partners, which is security level 2; or Internal, which is security level 10.
Feature / Option & Kits
Show: Invalid	This feature is available only if your license has Options and Kits enabled. Customers who use options and kits will use Feature Option Configuration to configure products as they are entering quotes or orders. Depending upon the customer's configuration rules, some product option combinations may be unavailable or invalid. You can choose to Show or Hide invalid product options. Show will display all product configurations regardless of validity. Hide will not display product option combinations that are invalid.
Explode on Invoice	If selected, Explode on Invoice will display each defined product option as a line item in the invoice. If not selected, the invoice will display only the base product information and will collapse the detailed product options.

InterConnect for Macola Introduction and Document Index

Main Category:	Support Product Know How	Document Type:	Support - On-line help
Category:	On-line help files	Security level:	All - 0
Sub category:	Details	Document ID:	21.074.243
Assortment:	Exact Synergy Enterprise	Date:	01-03-2011
Release:		Attachment:
Disclaimer