A manual quote will typically be used for one-off situations, such as a request for a couple of pieces of board, job carts, samples etc. This is basically anything outside of TARS. The customer will need to be created in the Epicor system PRIOR to manually entering in the order. Customer creation is through the accounting department.
Open the Epicor Manual Entrys document
NOTE: This document is currently located on a personal computer; however, it will be eventually moved.
Scroll to the bottom of the text and choose the next sequential number. In this case it would be 132.
Enter the: Date, Manual Job#, RBU franchise code and number and Description. If the job has an immediate deadline or is a Service Cut put an X in the In A Deadline or Service Cut field.
NOTE: You will need to enter the Epicor Job/SO# and Ship Date once this information is available.
Create a New Quote Header and use the new Quote Number and enter in the necessary fields.
Click Save.
Save the document to the LIVE Unprocessed folder.
Click Save.
Go into the DMT (Data Management Tool) function of Epicor.
Click on the follow the path: Sales>Quote>Quote Header
Click on Quote Header Source…
Click on the QuoteHeader file in question and then click on Open.
Click on Process.
Click OK on the Import Complete Pop-Up.
NOTE: Check to ensure there are no Errors in the Error List.
Go to Opportunity/Quote Entry in Epicor follow the path:
Sales Management>Quote Management>General Operations> Opportunity/Quote Entry
To add additional information, click on the New Icon.
Go to New Line Under New.
Click on the Line Tab.
This will prompt the Part Search pop-up box.
Enter the Part Description under Where Part Description Contains field.
Click Search.
Click on the Part in the Search Results.
Click OK.
This will prompt the corresponding order Opportunity/Quote Entry screen. Confirm that the Order Quantity and Expected Quantity are accurate.
Ensure the Price List information is correct as well.
NOTE: The Order Quantity and the Expected Quantity should always be the same number. Price list will be assigned to the customer by the accounting department.
Click on Product Category and select the appropriate category for the order.
Click on Sales Category and select the appropriate category for the order.
Anything that doesn’t require manufacturing such as raw board, doesn’t require a job, since there is no labor associated with it.
In these cases, simply check Template, Engineered and Save.
Go to Actions>Quote>Create Sales Order…
Click on Order Job Wizard.
If this is something we are just shipping out and NOT processing, then you would click on Create instead of the Order Job Wizard.
This will create a Sales Order Number. This will ship like any other job, it just won’t have labor associated with the order.
Click OK.
