How to submit a sales quotation

Submitting a quotation to a requester is a process step. This step causes a status change of an entered application. The status changes from 'Created' or 'Calculated' to 'Submitted'. In addition to this status change, a process document will be generated: the standard report Sales Quotation (8400). Follow the steps below to submit a sales quotation.

Step 1: Open the quotation

Search and select the quotation you want to submit on the module start page. The sales quotation opens.

Step 2: Click on 'Submit'

Click on the Submit button above the line

Step 3: Submit the quotation

Depending on the set report definition, the report Sales Quotation (8400) appears on your screen. You can print this report if desired.

In the sales quotation line, the Submit field now contains a checkmark, and in the sales quotation header, the date field at Submitted is now filled. This date is also visible on the report preview.

The sales quotation now has the status 'Submitted'; you will still need to send the quotation. And you will have to wait for a response from the (potential) customer.