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Quote Line Pricing in CC5

Quote Line Pricing in CC5

In Epicor Company CC5, Quote line pricing is calculated by summing the prices on the Parts on the Quote Assemblies.

The calculated pricing update is triggered by the following processes:

  1. Quote Create Order/Job button

  2. XMC Quotes To Create Order/Jobs

  3. Setting the Quote line to Engineered

 

Quote Create Order/Job button

Click the Quote Create Order/Job button

The Quote is updated with pricing from the Customer Price List,
and the Sales Order and Job(s) are created.

Updated pricing has carried forward to the Sales Order.

 

XMC Quotes To Create Order/Jobs
Quote Pricing is also updated by the XMC Quotes To Create Order/Jobs.

Enter the Ship By Date, click the Create Orders/Jobs checkbox, click Create Orders/Jobs.

The Quote is updated with pricing from the Customer Price List,
and the Sales Order and Job(s) are created.

Pricing on the Quote has been updated.

Updated pricing has carried forward to the Sales Order.

 

Setting Quote line Engineered will also update the Quote pricing.

Set the Quote line to Engineered

Notice checking the Quote Line Engineered checkbox triggers Quote line pricing to be calculated from the Price List.

Related content

Information about navigating the Epicor ERP application

*For a basic quote-to-cash scenario that’s only 36 pages, System Flow education doc is here on SharePoint. 
*The rest of the Education documents are good guides to basic Epicor functionality.