Order Capture & Quotation Response

Handling of quotation requests from existing and prospective customers by entering a sales quotation header and lines with parts, quantities, prices, discounts and delivery dates, releasing (freezing) the quotation, printing and sending it to the customer, and managing revisions, expiration and won/lost outcomes.

Conversion of a won sales quotation (or selected quotation lines) into a regular customer order, entering order type, reason for winning, wanted delivery date, target status (Planned or Released) and quantities for price-break lines; the quotation is set to Closed and the resulting order continues in the standard customer order workflow.

Determination of whether ordered parts can be delivered on the wanted date at order capture, using IFS Cloud customer order promising tools (Availability Check and Available to Promise against the master schedule) and reservation with availability check, so a promised delivery date can be given to the customer.

On release of a customer order that is not credit blocked, issuing an order confirmation/acknowledgement to the customer electronically or by mail (optionally a pro forma invoice), confirming accepted parts, quantities, prices and promised delivery dates and closing the order-capture step.

Captures the customer service order from CRM, sales or digital self-service and establishes whether the requested service can actually be delivered at that address on the requested date. In IFS Cloud the commercial order is held as a Customer Order carrying the service address, offering and promised Ready-For-Service date, and is qualified against network serviceability, CPE stock and field capacity before it is confirmed. The check stops unfulfillable orders entering the provisioning queue and protects the RFS date the customer has been given.