Offers/Demands

Offers

Offers book is used to create and execute offers sent to customers. Entered information can be used to evaluate success and efficiency of executed offers.

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Picture: Offers -book

Basic Data (1st page)

First page of offer is used to display identification and basic data about offer and also some other information.

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Picture: Offer - page 1 with open tab Phases

Description of Fields:

Document Number	Ordinal number of displayed offer that is assigned by program automatically.
Variant	Variant of the offer. Value is displayed next to offer number.
Sales order	Contract number and period.
Opportunity	Opportunity to which offer is linked. It can be linked via activity. Field cannot be edited via change.
Status	Offer status. Field can be filled with value from user-defined code list.
Addresses	Button to display addressee or superior firm. For further information, see Addresseechapter.
Partner	Partner that was communicated with regarding this offer. If we fill in partner, then list of all the contact persons that are assigned to this partner will be offered in Contact Person field (selection of contact persons will be displayed).
Valid from	Date from when the offer is valid. Current date is filled in implicitly.
Valid to	Date till when the offer is valid. Date is automatically filled by the program according to validity set in default settings of marketing book.
Realization from	Date from when the offer is executed. If there’s an option Update automatically “Execution from” and “Execution to” according to items checked in default settings of marketing book then it’s not possible to change data about item validity.
Realization to	End date of offer execution. If there’s an option Update automatically “Execution from” and “Execution to” according to items checked in default settings of marketing book then it’s not possible to change data about item validity.
Contact person	Contact person which has been communicated with regarding this offer. Filter of contact persons is offered implicitly for selected partner. If we select another contact person then value in Partner field is not changed. Contact Person field is not deleted in case of change in Partner field and originally entered value remains there.
Currency	Currency in which offer will be issued.
Exchange Rate	Exchange rate for recalculation between basic and foreign currency is also displayed in this field.
Price group	Price group of the offer. This price group is automatically added according to price group defined in Suppl./Cust. card and is further copied into the sales order items.
Processed by	Link to Contact persons book. List of all contact persons is offered.
Issued by	Date and name of user who prepared the offer.
Approved by	Link to Contact persons book. It offers list of all contact persons which are assigned to their own company (filter of contact persons is displayed).
Change	The date and name of the user who changed the opportunity.
Description	Any description to differentiate individual offers.
Payment Conditions	Button is used to set up payment conditions for given offers. The detailed description is stated in the Purchase and Sale Shared Elements - Payment conditions chapter.
Confirmed	Date and name of the user who confirmed the offer.
Cost Centre	A cost centre of a firm. Field in Offer document is not mandatory. If Cost Centre field is set atPartner, then its value is filled to this field at offer creation. If Cost Centre field is set inMarketing book set-up, then its value is filled to this field at offer creation. Note: If field is not entered and if offer becomes sales order, then value for field Cost Centre in sales book is filled to Cost Centre field in sales order.
Contract code	Contract code. Field in Offer document is not mandatory. If Sales Order code field is entered atPartner, then its value is filled to this field at offer creation. If the field is not entered in Partner but Sales Order code field is entered in Marketing book set-up, then its value is filled to this field at offer creation. Note: If field is not entered and if offer becomes sales order, then value for field Sales Order code in sales book is filled to Sales Order code field in sales order.
Device	Reference to the Device book. If field is set at Partner, then its value is filled to this field at offer creation.
Code1, Code 2	Possibility of setting any code. It serves for user identification. If Code 1orCode 2fields are entered atPartner, then its value is filled to these fields at offer creation.
Officer	It enables to assign responsible person. (It is a link to personnel data.) If field is set at Partner, then its value is filled to this field at offer creation.
Offered price	Sum of offered prices from items.
Discount	Sum of absolute discounts from items.
Discount [%]	Sum of percentage discounts from items.
Expected price	Sum of expected prices from items.
Catalogue price	Sum of catalogue prices from items.
Cost price	Sum of cost prices from items.
Profit	Sum of profit prices from items.
Prices in document currency	Button , to switch basic and foreign currency view in Change and also in Browse.
Gross price	Button , to switch Net and Gross price view in Change and also in Browse.

In this page, like in other modules, we can add notes. Closer description of work with notes is stated in Basic Code Lists and Supporting Modules K2 – Notes chapter.

Apart from standard document tabs Offer card contains also tabs:

Phases

Course of implementation can be divided into several phases of which each phase can have its own date of implementation. These phases are defined only for specific document. It’s user defined code book.

Summary

In Summary tab under chosen structure are displayed data according to selected criteria. Criteria is:

Phase
Group
Phase/Group
Group/Phase
Deadline
Deadline/Phase
Deadline/Group
Deadline/Phase/Group
Deadline/Group/Phase
Deadline grouping
- Years
- Quarters
- Monthly
- Weekly

Price is then summed up according to selected conditions.

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Picture: Tab Summary - grouping Phase/Group

Items (page 2)

On document page 2 items of goods and services, which are not in product code book, are entered, items can be linked to logical groups, demand requests as well as new alternative offers can be created and also various comments can be added.

Basic data of the offer are displayed in form header. Page 2 of the document is divided into two tables, which contain Requested ItemsandOffered Items.

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Picture: Offer - page 1

In upper table information related to requested goods or services are displayed, in bottom table are information about offered goods or services. Item, which is entered in item form only as a text and which doesn't have goods from Products book assigned, is marked with icon .

Summed data about prices are displayed in bottom part of the form. These are the same fields like in page 1 of the document.

Buttons' Description:

	Edit items by row.
	Mark item with asterisk.
	Mark all records with asterisk.
	Undo marking of all items.
	Form for mass change of all items is popped up.
	Item marked with ruler is moved up.
	Item marked with ruler is moved down.
	Only related items are displayed.
	Only items from selected group are displayed.
	Demand requests are created from items marked with asterisk.
	Selected items marked with asterisk are added to selected demand requests.
	New demand request for supplier is created from items marked with asterisk.
	Items marked with asterisk are moved from Requested Items table to Offered Items table.
	It allows switching between basic and foreign currency.
	It allows switching between netto and Gross price.
	It displayes prices per unit.

Requested Items:

New requested item is entered in Change or via New entry with Ins key, Demand Item - Requested form or Products book are displayed after pressing the key and based on user parameter When entering item of product offer. We can pop up the same form if in offer we mark selected item with ruler and press Enter.

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Picture: Demand Item - requested

Description of Fields:

Product	Product or service from Product code book. It’s not mandatory to fill in the field.
Item name	Various text can be entered.
Unit	Stock unit item of product.
Quantity	Requested quantity.
Item status	Field can be filled with value from user-defined code list.
TP variant	In this field we can enter technology process variant of product or semi-finished product.
Phase	Possible add of phase for requested item.
Implementation date	Start date of offer implementation. It item has assigned phase then implementation date is taken from selected phase and cannot be changed on item.
Prices in document currency	Button , to switch basic and foreign currency view in Change and also in Browse.
Price group	Input field to enter price group of item. When creating item the entry is copied from source item or from document header.
Officer	Link to personal data. For the first item, it is copied from Sales order header, for all others it is copied from active item with positioned cursor when opening the form.
Expected price	Expected price from demand submittor.

Internal Text tab can be used for random text which is for internal information only.

Offered items:

New offered item can be inserted the same way like requested item (Ins).

Form Offer items - offered is divided into three tabs.

Basic data tab

Tab in upper part contains the same fields like requested items in the form.

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Picture: Form Offer item - offered (Basic Data tab)

Fields Description:

Requested Item	Item from Requested Items table. This way offer item is linked with requested item. When we press button only offered items are displayed which in form have assigned requested item with ruler positioned in upper table.
Product	Product or service from Product code book. It’s not mandatory to fill in the field.
Item name	Various text can be entered.
Unit	Stock unit of Articles.
Quantity	Requested quantity.
Item status	Field can be filled with value from user-defined code list.
TP variant	In this field we can enter technology process variant of product or semi-finished product.
Phase	Possible add of phase for requested item.
Implementation date	Start date of offer implementation. If item has assigned phase then implementation date is taken from selected phase and cannot be changed on item.
Group	Items can be linked in logical groups. User defined code book which is defined for all offers.
It’s calculated in total document price	By choice we define if item should be calculated in total offer price. Item which doesn’t have this option ticked is marked with icon and in print release item values are crossed out and are not calculated in total offer price.
Prices in document currency	Button , to switch basic and foreign currency view in Change and also in Browse.
Offered price	Price at which product item is offered. There are icons for easier orientation in origin of sales price on item next to Offered price field, which like data in Price group field, are directly related pricing options. Pricing is further described in 5th page of Article card chapter, eventually in the Creation of prices in the K2 IS methodology. indicates that item price has been entered directly. indicates that price is calculated in another way than by simple definition of base price, i.e. percentage discount, rounding or other price setting were used. it indicates a price, which is defined in the Product Group of the given Article card as a customer price or a supplier price for the given article. Same principle of icon display is used also at purchasing and sales items.
Discount	Absolute item discount.
Discount [%]	Percentage item discount.
Catalogue price	Basic sales price from page 5 of Products card.
Costs	If product is filled at item then Product stock price is inserted and in case item in Offered by Partners tab is marked with Selected(F7) status, then price from this item is inserted.
Profit	It is profit at item (difference between costs and revenue).
Profit [%]	Profit in % is entered. When entered Offered Price is recalculated (based on calculation of Cost Price).
Implementation date	Start date of offer implementation. If item has assigned phase then implementation date is taken from selected phase and cannot be changed on item.
VAT rate	VAT rate is uploaded from Product card. If item doesn’t have Product card, VAT rate is filled from default settings of Marketing book.
Price group	Input field to enter price group of item. When creating item the entry is copied from source item or from document header.
Officer	Link to personal data. For the first item, it is copied from Sales order header, for all others it is copied from active item with positioned cursor when opening the form.
Gross price	Button , to switch netto and brutto price view in Change and also in Browse.

Internal Text tab can be used for random text which is for internal information only.

Business Text tab is used to enter comment to offered item. If sales order is created from offer, Business Text is displayed in Description field at sales order item.

Requested at Partners tab

Tab displays overview of created demands on this item.

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Picture: Form Offer item - offered (Requested at Partners tab)

At this tab it's with icon possible to create demands for selected partners (Ctrl+F7), with icon possible to create new demand at suppliers (Alt+F7), with icon possible to add item to demands (Shift+F7) or with icon possible to add to requested demand item (Ctrl+Shift+F7).

Offered by Partners tab

Tab displays list of partners which sent offer to this item.

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Picture: Form Offer item - offered (Offered by Partners tab)

At this tab with F7 key or with icon we can mark items with status for implementation. With icon we cancel status for implementation and with icon or with Alt+Shift+F7 we can add demands to offered item.

Documents (page 9)

It is possible to add documents, processes or K2 documents on the 9th (see the Basic Code Lists and Supporting Modules K2 – 9th page).

Function over Offers book

Description of functions:

F7	If document is in appropriate status (Document Status for Implementation), program allows to create Sales Order from Offer. Before Sales Order document is created, all offered items must have real Products card entered. When Sales Order document is created, link to the offer from which it’s been created is saved on page 9 of the Sales Order. If Master Card is the type of offered item, then error message that no specific product type is selected is displayed, when we try to create sales order.
F8	Document cancellation/undo cancellation.
Alt+F10	Switching among books.
Ctrl+F7	Creates demand for partner.
Alt+F2	Document confirmation.
Ctrl+F2	Undo confirmation of document.
Ctrl+Z	Switch to Sales Order document.
Ctrl+Enter	Switch to Partners book (only from page 1).
Ctrl+Shift+ Enter	Switch to Suppl./Cust. book (only from page 1).

Demands

Demands book is dedicated to create and execute demands from addressed suppliers as well as received demands from customers. By evaluating information we can better identify supplier which suits the best our requests or requests from customer.

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Picture: Demands - book

Basic Data (page 1)

Description of Demand basic data as well as its function and mass processing are similar like at Offers.

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Picture: Demands - book

Items (page 2)

On document page 2 items of goods and services, which are not in product code book, are entered, items can be linked to logical groups, create requests as well as new alternative demands can be created and also various comments can be added.

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Picture: Demand - page 2

Second page of the document is the same as second page of Offer document. Differencies are described further down.

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Picture: Demand Item - offered form

Difference between Demand Item - offered and Offer Item - offered is, that item form is not divided into further tabs.

Documents (page 9)

It is possible to add documents, processes or K2 documents on the 9th (see the Basic Code Lists and Supporting Modules K2 – 9th page).

Function over Demands book

Description of functions:

F7	If document is in required status (Document Status for Implementation), program allows to create Sales Order from Demand. Before Sales Order document is created, all offered items must have real Products card entered. When Sales Order document is created, link to the Demands from which it’s been created is saved on page 9 of the Sales Order.
F8	Document cancellation/undo cancellation.
Alt+F10	Switching among books.
Ctrl+F7	Creates demand for partner.
Alt+F2	The document confirmation.
Ctrl+F2	Undo confirmation of document.
Ctrl+O	Switch to Sales Order document.
Ctrl+Enter	Switch to Partners book (only from page 1).
Ctrl+Shift+ Enter	Switch to Suppl./Cust. book (only from page 1).

Offers and Demands comparison

Compare function allows user to compare offered document items. Maximum 3 documents can be compared. Function can be called up with Shift+F4 over Offers and Demands books.

Documents marked with asterisk or document currently marked with ruler are uploaded to the form, further documents can be selected in the form.

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Picture: Offers’ Comparison form

Individual columns are marked with document number to which they relate.

Display Preference button defines columns which we want to compare.

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Picture: Display Preference form

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Picture: Display Preference form - page 1

Option Group Columns within Document allows to display columns from one document next to each other.

Icon marks those items of which columns of compared documents don’t equal. By choosing option Display only Different Rows they will get grouped.

By confirming item currently marked with ruler in compared columns with Enter key, form Offer Item - offered will get open. Page 1 of Product card will get open when items currently marked with ruler at item name get confirmed with Enter key.

Books Administration - Marketing

Similar like in Purchasing, Sales and Warehouse books we define period and numbering also in administration for individual Marketing books. Here we also do default settings of Offer and Demand books.

Closer description of work with Administration of books module is stated in chapter Administration of books.

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Picture: Administration of books form

Default settings

For correct functionality of Offer and Demand books it’s necessary to do their settings.

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Picture: Administration of books - Default Settings

Fields Description:

Document status (for implementation of offered and requested item etc.)	All fields related to document statutes are user defined code books. Appropriate item status will be filled to document by the program when selecting item e.g for implementation, for demand or offer.
Predefined duration of validity (days)	Predefined duration of validity for Offer or Demand.
VAT rate for items without product card	VAT rate which will be automatically pre-filled to item which doesn’t have product card.
Sales book for sales order creation	Settings of default sales book to create sales order.
Take catalogue price from offer item to sales item	Catalogue price of product will be automatically taken from offer item to sales item.
Automatically update “Implementation from” and “Implementation to” according to items	Option stops user to change data related to validity of Offer or Demand, instead they’ll be updated automatically according to dates entered at items or possibly at phases of given document.
At new requested item cursor to be positioned at “Item name” field	Cursor is automatically positioned on Item Name field when entering new data to Requested Items form.
At new requested item cursor to be positioned at “Item name” field	Cursor is automatically positioned on Item Name field when entering new data to Offered Items form.
Texts on items should be entered in HTML format	Texts on items will be automatically entered in HTML format.
Product type “Breakdown” and “Product Breakdown” to be entered the same way like in Purchasing/Sales	Product type Breakdown and Product Breakdown will behave the same way in offered items like in Purchasing/Sales. Sales prices are respected. If not ticked then price will be re-calculated according to product quantity entered in breakdown items.
Contract code	When creating offers/demands value from this field will be filled to Contract Code field in offer/demand.
Cost Centre	When creating offers/demands value from this field will be filled to Cost centre field in offer/demand.