Converting Quotes to Sales Orders
9/25/13
We are aiming to automate the now manual conversion of quotes to sales orders. This is currently done by c/e via QUO4001 when they receive an email/fax/phone call from the customer that a quote is ready to be ordered. The old site emails the c/e queue telling them to convert the quote. Because the new site will allow shipment bundling of a stock and MOD item mix, it will be beneficial to automate this process so that all sales orders are created at the same time and a master order# can be assigned.
Current process:
- c/e enters checkout info in the Quote Maintenance Accept Screen (QUO4000 – options menu). This information includes the requested ship date (which is automatically populated), the customer's p/o#, remove gauge flag, no overrun flag, etc. This is also where c/e uploads print plate pdf images for printed jobs. Once this is complete, the status of the quote changes to 'accepted', which will allow it to go through the conversion process.
- c/e converts via QUO4001. They enter the quote# and then their operator code and the contact# are auto-populated (we know this info from the c/e request). They then enter the ship-to customer# (if different from the billto# on the quote) in the F7 sub-screen.
Automating for new site:
The data currently entered in Quote Maintenance or Convert Quote (ie, p/o#, shipto customer, etc) will be entered as part of Checkout on the new site. There may not be named.params for some of this data yet, so stub in info where needed with notes that we have to return to this program at some point to fix.
Create a new RPC in LDLIB named RPC$CONVERT_QUOTE. This is the program where you will load up WORK and RECORD before calling QUOS4001.1:
- You will need to include DMSKELCODE COMMON in this RPC. If you include BP.INCLUDES IIPLUS.TOP it will take care of this.
- QUOTE.NBR will be passed from the web. Using the information from QUHDR/QUDET as well as checkout data, build RECORD and WORK before calling QUOS4000.1,3 (when PARAM=3, it runs the create quote logic in the 3000 internal routine in QUOS4001.1)
- Review all code in the 3000 routine to make sure that you have passed all needed info.
- Review all external programs that are called from the 3000 routine to make sure that they will run as is. Make sure that you catalog these other calls in DEV925 using the DIRECT FORCE option.