Negotiation flow

Negotiation flow

Negotiations are used whenever we are in the negotiation phase with our customers. Once negotiations are over, the status of order will change to as ‘Entered’. From there the flow will be that of a normal order.

While creating a Transaction Type, we have given Negotiation flow along with fulfillment flow. In order to check it, navigate to Setup > Transaction Type > Define & search for the already existing transaction type.

Here we have also provided Negotiation flow. It means that a document category have been generated (automatically by system) for this negotiation flow as well. In order to check that navigate to Setup > Documents > Category

We can see that a document category for the quote is also generated. Navigate to Setup > Documents > Define & give details as shown below

Now navigate to Setup > Documents > Assign & give details as shown below

Navigate to Negotiation > Quote & give header & line details. Initially the status of Header & lines will be that of ‘Draft’

Try to Book the order

At Header level, navigate to Actions > Customer Acceptance & give details as

Click on Customer Accepted. The order status will change to ‘Entered’

Book the order. From here the flow will be same as that of a normal Sales Order.