Opportunity Quote

Management User
Guide
Version 2023.2
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Table of Contents
Understanding Quotes 5

Setup 7

Entering Customer Records 8

Entering General Customer Details 8
Specifying Additional Information 10
Document Types 11
Managed Suppliers 12
Search-Cross References 12
Tax Exemptions 12
Banks 13
Mandates 13
Business Category 13
Entering Bill to and Credit information 14
Defining Integration Options 17
Reviewing Activity Cards 18
Deactivating a Customer Record 18
More info on deactivating customers here 19
Entering Shipping Information About Customers 20
Entering Shipment Details 20
Specifying Contact Information 22
Setting Price Lists and Discount Price Lists 24
Defining Demand Processing Parameters 25
Defining Processing Parameters for Inbound Documents 27
Selecting RoHS Types 28
Defining Industry Classes 29
Operations 31

Creating Quotes 32
Entering Quote Details 33
Entering a Quote Line 35
Entering Additional Quote Details 42
Printing Quotes 45
Engineering Quotes 48
Entering a Quote 48
Entering a Quote Line 49
Adding Operations 51
Adding Material 53
Creating a Method Using Existing Data 54

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 Getting Details 57
Using the Quote Worksheet 61
Calculating Quote Unit Cost 62

Tracking Quotes 74

Tracking Quote Engineering 79

Creating Sales Order from Quote 84

Creating Order Line from Quote 87

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Understanding Quotes
A quote is a document used to track price quotations for manufactured parts. These documents are
sent to the customer or prospect, and retained for follow-up. Existing quote information can be
transferred to a sales order or job in several ways. The quote can be converted (pushed) into a sales
order, or pulled (in its entirety or line by line) through the 'Order Entry' app into the sales order. When
the 'Customer Relationship Management (CRM)' module is enabled, a quote can be marked as won,
which automatically generates an order.

Quotes can range from a quick simple entry of a 'make-to-stock' item, to a custom 'make-to-order'
item with markup pricing. Each quote consists of heading information, and one or more line items
that contain the parts and quantities to be quoted. Manufacturing details can be entered for each line
and used to calculate the estimated material, subcontract, labor, and burden costs required to make
the part. Miscellaneous costs and commission expenses can also be entered.

The following is the process flow from processing a quote to generating a sales order.

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6 October, 2023
Setup
To be able to enter a quote in Kinetic, you must set up a customer. This section shows you how to do
it.

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Entering Customer Records
Customers are the most important part of your business. They are businesses to whom you sell
products and services. The 'Customer' app contains several features to help your company maintain
active and perfect relationships with customers, providing instant access to a customer's current
status. It helps you keep up with important customer activity that guides you to keep your customers
on track. Kinetic allows you to create customer records for the companies with whom the current
company will do trades. You must also create a customer record for the current company as well if
the current company will purchase goods from other companies. There is a record for each customer
where you can view quotes, AR invoices, orders, jobs, and other data linked to this specific
customer.

Entering General Customer Details

1. Open the Customer app.

The Landing page displays. The page lists all the existing customer records.

2. To select an existing customer, select the customer link inside the grid line.

3. To add a new customer, select New Customer.

The Customer Detail card displays.

4. Enter the customer ID and its full name.

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5. Specify a type for the customer:

l Customer – Indicates that you have sold products or services to this company.

l Prospect – Indicates that your sales team has sent quotes to this company.

l Suspect – Indicates that this is a potential customer that has not yet been contacted by
your sales team.

The default is 'Suspect'.

6. Enter the address doe the customer you are creating.

7. Specify the customer options.

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 Here is more information about this section:

l Salesperson - Salesperson who handles this customer account.

l Quote Markup - Set of percentages by which you increase the total cost of a quote for
this customer.
l Reservation Priority - Designates how crucial it is to fill orders for this customer before
finishing orders from other customers.
l Shipping Qualifier - Indicates how complete an order must be before it is shipped to this
customer.
l Language - Default language that prints on all Crystal report documents sent to this
customer.
l Our Supplier Code - Unique supplier code that assigned to you by the selected
customer.

8. Select Save.

If you activate the Customer Relationship Management (CRM) module, select

the Get Territory icon to link the customer to a sales territory. You can select the
Territory Locked check box to lock the sales territory for this customer. When the
CRM module is not licensed, adding a territory to a customer record is optional.

Specifying Additional Information

The Details page contain cards, where you can drill down to RoHS, Managed Suppliers, Search
Cross-References, and other details.

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To get the details on the Address Format, Demand, Document Types, RoHS, Contacts, Attributes,
Ship To, Documents, Industry Classes cards, review the Entering Shipping Information About
CustomersEntering Shipping Information About Customers article.

The other cards include:

Document Types
Use the Document Types card to define default document types for 'AR invoices'. You can assign a
different default document type for each invoice type.

To add a document type:

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 1. Locate the Document Type card and expand it.

2. To add a new type, select New Document Type on the card.

3. In the Invoice Type field, select the right arrow and select an invoice type from the menu.

4. In the Transaction Document Type field, select the right arrow and select a transaction type.

5. Select Save.

Managed Suppliers
Expand the Managed Supplier card to assign a managed supplier to a customer record.

Search-Cross References
Use the Search Cross-References card to add and specify any customer cross-references you wish
to use. For example, it can be used to store the description of the customer given on a bank
statement to enable the customer to be found from that description. Cross-reference is used by a
bank in statements.

On the Search Cross-References card, you can review existing cross-references for the customer
and specify which cross-references will be active. The application uses active cross-references
during reconciliation.

Tax Exemptions
On the Tax Exemptions card, you can enter the customers tax exemption details. Tax exemption
refers to a customer allowance or specific monetary exemption which may be claimed to reduce

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taxable income under some systems. Tax exempt status provides a taxpayer complete relief from
tax, tax at a reduced rate, or tax on only a portion of the items subject to tax.

Banks
Expand the Banks card to enter a customer's banking information, for example, bank registration
code, bank name and payment method. You can also indicate which bank account is the default for
all withdrawals for this customer.

Mandates
Expand the Mandates card to generate and record SEPA mandates on the customer level or on the
invoice level. Mandates are generated automatically, but you can also enter a mandate reference
manually for mandates that were created earlier in other systems. A customer can have several
mandates with separate start and end dates. A direct debit mandate can exist for only a single
invoice. A mandate expires automatically after 36 months of the last use. You can delete mandates
14 months after the last use.

Business Category
Assign business categories to selected customers on the Business Category card. You can assign
as many business categories as you want to each customer.

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The selected business categories are automatically sorted in alphabetical order.

Entering Bill to and Credit information

Use the Billing cards to enter and edit billing information about the current customer such as the
accounts receivable (AR) account, currency, tax options, billing terms, shipping terms, and other
transaction information. This information is used on all sales orders, AR invoices, and other
documents sent to a customer.

Most of the billing information is optional; the only required information is the terms
code. Every customer record must be assigned to a terms code.

Navigate to the Billing Detail card using the Nav tree to enter billing information for the current
customer, including currency, tax options, billing terms, shipping terms, and other transaction
information. This billing information is used on sales orders and other documents sent to this
customer.

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Expand the Bill To card to enter the bill to address for the selected customer. Use the main customer
address or enter a different bill to address on this sheet. If the bill to address is in another country or
requires a new address format for any other reason, use the Billing > Address Format card to
modify the format.

Use the Address Format card to setup the appearance of the main customer address, bill to
location, or ship to locations. This format prints on all sales orders, accounts receivable invoices, and
other reports associated with this specific address. On this card, select the fields that display in the
address block and also define the arrangement in which these fields print.

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Use the National Account card to define settings for a customer in a national account that defines
payer bill to relationships. In payer bill to relationships, a payer customer pays for a bill to customer
that receives invoices. National accounts of this type can allow multiple payers, cross-account
payers, and third-party payers. A company setting determines the non-tiered relationship class used
to define accounts for payer bill to relationships.

Expand the Alternate Bill To card to define different bill to locations for each customer record. Use
this functionality when another customer, the bill to customer, needs to be charged for the payment
instead of the customer who purchased the shipment, the sold to customer. This situation occurs
when the bill to customer is a leasing company or a head office that needs to be charged instead of
the purchasing customer.

Associate GL controls with a record in this setup program on the GL Control card. Each control
associated with a record must belong to a different control type. The association allows the use of
control values when the record applies to a posted transaction.

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 To get information about the Price Lists and Discount Price Lists, review the Entering
Shipping Information About Customers Entering Shipping Information About
Customers article.

Defining Integration Options

Use the Integrations cards from the tree view to define options used to integrate the customer record
entered in Kinetic with an external 'Customer Relationship Management' (CRM).

To locate the cards, in the Nav tree, select the Integrations node.

Expand the External CRM card to define options used to integrate the customer entered in the
application with an external 'Customer Relationship Management' (CRM).

Use the Web card to select payment methods and ship vias to be included in the ECC web interface
synchronization for a customer. During integration, the selected payment methods and ship vias are
uploaded to ECC in the CUS message used to integrate the customer entered in the Kinetic
application with the ECC.

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Excluded Ship Via' and 'Payment Methods' are added to the CUS message as available choices to
be selected.

To get more detailed information about the Manifest Info page, review Entering Customer
ShipmentsEntering Customer Shipments article in Kinetic Help.

Reviewing Activity Cards

The Activity page lets you review various activities connected with the customers. This page is read-
only and retrieves the information available for the specific customer. It includes invoices, invoice
lines, deposit invoices, aging, payments, deposit payments, letters of credits, contracts, quotes,
orders, bill to references, jobs, RMAs, shipments, services, tasks, CRM, warranties, and cases.

To learn more about the Activity page, refer to the Getting Started section of Kinetic
Help.

For more details on the fields, use the field help available in the Help & Support panel of the
application.

Deactivating a Customer Record

If you want to deactivate the customer, select the Inactive check box on the Customer Details card.
You may need this for the customers who haven't placed orders for a long time. This removes the
customer record from available active options and searches in other apps.

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More info on deactivating customers here
Customers are the most important part of your business. You routinely add new customers that are
active, but over time may get retired and replaced with new ones. In order to prevent you from
choosing an invalid option that is no longer applicable, Kinetic enables you to mark a customer
inactive. The deactivating option prevents you from unknowingly use the old retired data on an order
or quote. That saves hours of cleanup, and allows you accurately handle your business.

You can't create a new quote or sales order for an inactive customer.

However, you can still ship and invoice orders with an inactive customer.

In many apps, inactive customers' records have an Inactive Customer status alerting you to the
current state of the customer.

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Entering Shipping Information About Customers
Use the Ship To cards to enter and edit shipping information about the current customer. Kinetic
does not require a ship to address for each customer. When a customer account does not have a
ship to address identified, Kinetic assumes the customer's ship to address is the same as the sold to
address.

Entering Shipment Details

When a customer record is initially created, the main customer address is automatically deemed to
be the default ship to address. Where the customer has multiple delivery/site addresses that they
want orders to be shipped to, these are set up on the customer record.

Each customer may have additional locations that purchase your products. You enter these
additional locations, or ship to locations, in the Ship To > Detail card. Use this card to define the ship
to location’s address, tax information, language, and shipping method. Each customer can have
multiple ship to and alternate ship to locations. You can also assign ship to contacts for this location.

When the ship to information is updated for the selected customer and ship to, it also updates on this
card. Once you have defined alternate ship to addresses for a specific customer record, you can
then select the alternate ship to in transactional apps, such as 'Sales Order Entry'. For example, you
can create an alternate ship to address record for customer 'ABC' select an existing ship to for
customer 'DEF'. If you update the ship to information for customer 'DEF', it automatically updates the
DEF alternate ship to information for customer 'ABC'. You can then create an order for customer
'ABC' and select the 'DEF' ship to as the ship to location for the ABC order.

To enter ship to information:

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1. In the Nav tree, select the Ship To > Detail node.

2. Select New Ship To.

3. Specify the Ship To ID.

4. Specify the fields on the Detail card.

Here is the information on the important fields:

l Ship To ID - Ship to ID for the customer.

l Salesperson - Salesperson who handles this ship to location.
l Territory Source - These three check boxes designate how you will select the sales
territory for this ship to address. These selections are not available if you do not have an
installed CRM license: 1) System Select – Kinetic compares the city, state/province, and
postal code in the shipping address with your current sales territories. Selecting this
check box enables the Get Territory icon; when you click this button, the application
assigns the applicable territory to this address; 2) Synchronize to Customer – The

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 application assigns the territory selected on the Customer > Details card to this ship to
address. Selecting this check box disables the Get Territory icon; 3) Locked – If you
select this check box, you can assign the territory to this customer ship to location using
the Territory field.
l Territory - Sales area in which this ship to address is located.
l Get Territory - Select this icon to search for existing records.
l Ship Via - Shipping method (for example, FedEx or Company Truck) used to ship
product to this customer ship to location. The default is the Ship Via code defined for the
customer in the Ship Via field in the Billing > Detail card. The selected shipping method
becomes the default Ship Via for all sales orders created for this ship to location.

Specifying Contact Information

Use the Contacts cards to enter and edit contact information about the current ship to location.

The information includes:

l Address Format

l Name Detail

l Comments

l WebLinks

l Attributes

To add contact details:

1. In the Nav tree, select the Contacts node.

The Contacts card displays.

2. Select New Ship To Contact.

3. In the Nav tree, select the Detail node.

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4. Specify a name for the contact you are entering.

5. Specify the rest of contact information on the card.

6. Expand and review other available cards.

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Setting Price Lists and Discount Price Lists
Expand the Price Lists card to rank the priority of these lists for the current customer or current ship
to location. Price lists define prices for your parts. You set up price lists to reflect seasonal price
changes or special price breaks you give to specific customers or ship to locations. When you create
an order, the part number is compared to the price list assigned to this customer sold to record or
ship to location.

To locate the card, in the Nav tree, select the Price List node.

Use the Discount Price Lists card to define discount prices for your parts. You set up discount price
lists to reflect seasonal price changes or special price breaks you give to specific customers or ship
to locations. Use the Discount Price Lists sheets to rank the priority of these lists for the current
customer or current ship to location. When you create an order, the part number is compared to the
price list assigned to this customer's sold to record or ship to location.

To locate the card, in the Nav tree, select the Discount Price List node.

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To learn more about using these cards, refer to the Creating Customer Groups article n Kinetic
Help.

Defining Demand Processing Parameters

Use the Demand card as needed to assign a trading partner identification number and define
demand processing parameters that specify how the Kinetic application should evaluate incoming
'Electronic Data Interchange' (EDI) shipping schedules received from your ship to customer trading
partner.

This card is similar in function to the Customer > Demand card, but allows you to define override
demand processing parameters for specific ship to locations for a customer trading partner. For
example, the trading partner may have West Coast, East Coast and off-shore ship to locations, each
with their own lead time and shipping requirements.

To locate the card, select the Details node in the Nav tree.

Next, scroll-down to locate the Demand card and expand it.

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The demand processing parameters you define for your ship to customer trading partner in this sheet
include the following:

l Assign a trading partner identification number and define demand processing parameters for a
specific ship to customer. This includes assigning periodicity, delivery days and date type
parameters used by the application to calculate Ship By or Need By dates for the demand
schedules.

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 l Indicate how differences in unit price, part records, and revision levels are evaluated by the
application during demand processing.
l Specify the lead times required to evaluate and process certain types of action requests (for
example, adding new demand schedule lines, changing or cancelling existing demand
schedule lines) on incoming EDI transactions received from this ship to customer trading
partner. For each type of action request, you specify the actions that should take place in the
application (stop transaction or process transaction and display a warning message) when
incoming EDI transactions are received with insufficient lead times with respect to the
parameters you have specified for that type of action request.
l Additionally, this card allows you to enter Lead Time values that you use with firm shipping
schedules. Each lead time value defines a date range during which the application notifies you
when various actions occur on a firm shipping schedule that is currently linked to this ship to
location.

Defining Processing Parameters for Inbound Documents

Expand the Documents > Detail card to define the processing parameters for inbound documents
you accept from this ship to customer trading partner when sent to you, and the outbound documents
you generate and then send to the ship to customer trading partner through Service Connect. The
EDI / Demand Management functionality uses these definitions to recognize the specific Electronic
Data Interchange (EDI) documents that create and track unfirm order releases, firm order releases,
and forecasts. This sheet is similar in function to the Customer > Documents card, but allows you to
define override document processing parameters for specific ship to locations for a customer trading
partner. For example, the trading partner may have West Coast, East Coast, and off-shore ship to
locations, each with their own document processing requirements.

To locate the Document card, select the Document > Detail node in the Nav tree.

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Next, to create a new record, on the Detail card, select New Ship To Document.

The demand processing parameters you define for your ship to customer trading partner in this sheet
include the following:

l Accept Type - Specifies if demand on this inbound EDI document should automatically be
accepted or rejected for this ship to customer location.
l Automatic - When selected, this check box indicates that the application should automatically
generate a supporting document record when the associated transaction is confirmed. If you
select automatic generation, you do not have to manually generate the supporting document
record when you process a transaction.
l Test Record - Specifies if this document is a test record used only for testing and custom
programming. When selected, the data for this document will not interact with your customer
trading partner's data. This feature lets you test the document to ensure it works with your
custom program. Normally, you should leave this check box clear.

Selecting RoHS Types

Use the RoHS card to select 'Restriction of Hazardous Substances (RoHS)' types to be assigned to
a 'Ship To' customer record. Select the restriction types you want assigned to the Ship To customer
from the Available Restriction Types box. Use the arrows to move the selected types to the Selected
Restriction Types box.

To locate the RoHS card, in the Nav tree, select the Ship To > Detail node.

Next, scroll-down to locate the RoHS card and expand it.

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Defining Industry Classes
Use the Industry Classes card to define an industry class for a 'Ship To' customer.

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30 October, 2023
Operations
This section shows you how to enter a new quote in Kinetic.

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Creating Quotes
In Kinetic, you can enter '3' types of quotes, depending on the items you want to quote.

You quote products that you store in your inventory, whether they are 'manufactured' or 'purchased'
items.

The quoted item in the 'make-to-stock' scenario is a part marked as 'Stock' in the 'Part' app with a
predefined method of manufacture, if the quoted item is a manufactured part. In this scenario, you
would create a methof of manufacture using the 'Engineering Workbench' app.

To learn how to create a method of manufacture, review the Using Engineering

Workbench article.

In the 'make-to-order' scenario, goods are manufactured or purchase from your supplier only after a
customer an order is placed. Whether you manufacture or purchase the items depends on the
quoted item (manufactured/purchased).

In this scenario, a manufacturing method already exists for the part quoted, but the part is set to
'Non-Stock' in the 'Part' app. In other words, you don't hold inventory for such parts.

The use of non-inventory items makes data entry easier since no inventory tracking is required. Such
items are bought and sold, but quantities, locations and stages of the manufacturing process aren't
monitored in the organization's inventory management system.

In the 'engineer-to-order' scenario, goods that are ordered require a unique engineering design or
significant customization. A customer quote results in a unique part number and method of
manufacture.

In this scenario, you enter a quote for a new part number, which is a 'part-on-the-fly'. You can pull a
method of manufacture from the existing part and make the necessary changes to accommodate the
differences of you create a new one using the 'Quote Engineering Entry' app.

You would enter such a quote when you need to make a part, but you know you are not
going to make the same item again and ,therefore, you don't want to store it in your
database.

In this article, we will:

l Entering Quote Details

l Entering a Quote Line

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 l Entering Additional Quote Details

l Printing Quotes

Entering Quote Details

Start with creating a new quote number and enter the quote details.

1. Open the Opportunity/Quote Entry app.

The Landing page displays. The page displays all the existing quote records.

2. To select and an existing record, click the quote link inside the grid.

You can also type in the quote number into the 'Opportunity/Quote' field and press Tab or
search for the quote you need using this field.

3. To create a new quote, select New Quote.

The Opportunity/Quote Details card displays.

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4. Search for and select a customer you are quoting.

5. Enter a due date for your quote.

The default is the current date plus the number of days defined in the 'Days To
Quote' field in the 'Company Configuration' app.

6. If necessary, adjust the Bill To values.

The values in these field default once you select the customer you are quoting.

7. Define 'Ship-Via' and quote dates.

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 The 'Ship Via' field indicates via which point you want to ship the quote parts. To
learn more about 'Ship Via' codes, review the Creating Ship Via Codes article.

8. Adjust the Salesperson and Currency values as necessary.

l Territory - Identifies the territory ID for this customer. Kinetic pulls the default territory
from a customer record. You set up territories using the Sales Territory app.

l Primary Salesperson - This is the person handling the quote.

l Currency - Defines the currency used for this quote. Kinetic pulls the default currency
from a customer record, but you can change it.

You cannot change the currency on the quote if it has either miscellaneous
charges or line charges placed against it.

l Rate Type - Determines the calculation method used to convert the original source
currency amounts to the target currency amounts displayed within the quote. Rate
groups define the conversion rules Kinetic applies against all the possible source and
target currency pairs available within your company.

9. Select Save.

Kinetic generates a new quote number.

Entering a Quote Line

Next, enter a quote line.

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1. Select the Lines > Line Detail node in the Nav tree.

The Line Detail card displays.

2. Select New Line.

3. Search for and select a part you want to quote.

You can select a stocked part (Make-to-Stock Quote), non-stock part (Make-to-
Order Quote) or enter a part-on-the-fly (Engineer-to-Order Quote). In this case,
you would not search for the part, but enter a part ID directly in this field. You
would also have to enter part's description.

In this case, we enter part 'DCD-100-SP'. This is a stocked manufactured item.

Therefore, we are entering the 'Make-to-Stock' quote. However, this is just an
example.

4. If the part you are quoting is a customer reference part, search for and select the customer part
number.

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 To learn more about customer reference parts, review the Using Customer Part
Cross References article.

5. Enter the Quantity/Price values.

l Order Quantity - The quantity that the customer wants to order. When the quote is
converted into an order, this is the default quantity on the order.

l Expected Quantity - The quantity that the customer wants to have quoted, in the selling
unit of measure. This quantity is used to determine the expected revenue.

l Price Per - Indicates the pricing per quantity and is used to calculate the extended unit
price for the line item.

l Unit Price - The price of the part, per unit.

6. Specify the Need By and Ship By dates.

7. If necessary, select the Override Price List check box.

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 Select this check box if you want to apply a price list right now, irrespective of the default. If you
select this check box, the 'Price List' field enables where you can select a price list. You set up
price lists in the Price List app.

8. If necessary, enter a discount percentage.

Specifies the discount percentage, if any, that you are applying to this quote line.

9. Define the quote line options.

l Template - Select this check box if this quote is used as a template for other quotes.
Quotes marked as Template are included for quote entry's 'Get Details' function.

l Machine MES - Indicates that the part on a quote line is integrated with an external
Manufacturing Execution System (MES).

Each quote line integrated with a machine MES must have at least one operation that is
linked to the following:

l One resource which is linked to a resource type marked as Machine MES with the
'Tool' type selected.

l One resource, resource group or capability which is linked to a resource type

marked as Machine MES with the 'Machine' type selected.

To verify that a machine resource exists for an operation, the following logic is used:

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 l If there is a resource, verify if the resource type is 'Machine'.

l If the resource is not available, use the resource group to determine if the
resource type is 'Machine'.

l If both the resource and resource group are not available, use the Machine MES
selected capability to determine if the resource type is 'Machine'.

l Engineered - Select this check box if the part on this line has been engineered. If you
don't know the engineering status of the part, you can leave this box cleared.

10. Review the quote line totals.

The totals are based on the discount %, tax, unit price, and quoted quantities values.

11. Each quote line includes a set of cards that you can use to define additional quote line details
as necessary.

39 October, 2023
If your quote is not part of a price list where you can specify price breaks, you can enter them
on a quote line, if necessary. What is does is that your quote price decreases with the quoted
units.

For example, Manny said he’d like a quote for a quantity of '10', but he may purchase as many
as '20' and '5'0 if the price is right.

To enter quantity breaks, locate the 'Quantity Breaks' card and expand it. Next, to create a new
quantity break, select New Quantity Break.

In this example, the price for '10' units is '12.4'. If you order '20-49' pieces then you would pay
'10' dollars for each piece. If you order '50' plus then you pay '7' dollars.

Miscellaneous charges are additional charges printed on the quote form. They are not used for
calculating the quote prices on the quote worksheet. You can add a miscellaneous charge to

40 October, 2023
your quote line, if necessary.

Before you select a miscellaneous charge, it must exist in your database. To

learn more about miscellaneous charges, review the Setting Up Miscellaneous
Charges article.

To enter a miscellaneous charge, locate the 'Miscellaneous Charge' card and expand it. Next,
to create a charge, select New Line Specific Charge.

The 'Worksheet' card allows you to review and adjust your costs for each quote line based on
the production details entered and the markup rates.

You can review costs, change markup rates, and add miscellaneous costs on this sheet.
Based on this input, enter the quote prices you want to send to the customer.

To learn about how Kinetic calculates quote prices, review the Calculating Quote
Unit Cost article. The article covers all the fields located on this card.

The card also includes the 'Markups' card allowing you to enter the material markup
percentages used when you quote an associated part. Unlike standard markups, material
markup percentages are assigned according to part class and based on existing markups.

41 October, 2023
 Use the 'Kit Details' card to view details for parts that are components of a kit. Kinetic
automatically downloads details of kit components if you are quoting a sales kit part.

You can edit the details that display on the card if the kit is set up on the 'Part' app to allow
component updates.

l If the kit is set up as a custom kit, a kit whose components can be changed, the fields on
card are enabled to allow changes to be made.

l If the kit you selected is set up as a standard kit, the fields on the card display
component details but will be disabled.

Use the 'Tax' card to select tax details for your quoted line. Depending on the 'Tax Liability' you
select.

l Withholding Tax - The amount of tax withheld for the quote line.

l Self-assessed Tax - The total tax amount applied to the quote line with the 'Self-
Assessed' and 'Self-Assessment Dual Entry' collection methods.

To learn about tax liabilities, review the Entering Tax Liabilities article.

12. Select Save.

Entering Additional Quote Details

You can enter additional information on your quote.

1. Select the Details node in the Nav tree.

The Opportunity/Quote Details card displays.

42 October, 2023
2. Scroll down to locate the Miscellaneous Charges card and expand it.

3. To add a new charge, select New Header Miscellaneous Charge.

4. In the Charge ID field, select a miscellaneous charge you want to add to the quote.

Before you select a miscellaneous charge, it must exist in your database. To

learn more about miscellaneous charges, review the Setting Up Miscellaneous
Charges article.

5. Select Save.

6. Scroll down to locate the Tax card and expand it.

7. Define the tax details such as Tax Liability, Standard Totals, and Credit Totals.

l Tax Liability - The unique identifier of the tax region assigned by the user. You can
adjust the 'Tax Liability' from a 'Tax Inclusive' liability to a 'Tax Exclusive' liability and

43 October, 2023
 vice versa; Kinetic recalculates the tax amounts accordingly.

l Tax Point - The tax point date for the quote. This date is stored with the transaction to be
used as the date when the tax is reported. It is also used by the tax engine as the date
for getting the effective tax rate if no Tax Rate Date has been specified.

l Tax Rate Date - The date used to calculate tax rates.

l Tax (Standard Totals) - The total tax amount applied to the standard lines of this quote.

l Withholding Tax (Standard Totals) - The amount of tax withheld applied to the
standard lines of this quote.

l Self-assesed Tax (Standard Totals) - The sales tax the purchaser is responsible for
reporting and paying applied to the standard lines of this quote. This is also known as
use tax.

l Tax (Credit Totals) - The total tax amount applied to the credit lines of this quote.

l Withholding Tax (Credit Totals) - The amount of tax withheld applied to the credit lines
of this quote.

l Self-assesed Tax (Credit Totals) - The sales tax the purchaser is responsible for
reporting and paying which is applied to the credit lines of this quote. This is also known
as use tax.

8. If the quote need to be shipped to a different location, scroll down to locate the One Time Ship
To card and expand it.

9. Select the One Time check box and and enter the shipping information.

44 October, 2023
10. To define integration information for your quote, scroll down to locate the Integrations card
and expand it.

11. Next, define the quote ID entered in an external CRM app.

The external CRM Quote ID value is automatically updated by the synchronization process.

12. To compelete the quote, select the Quoted check box located on the Opportunity/Quote
Details card.

13. Select Save.

Printing Quotes
1. Select Print.

The Print Quote Form panel opens.

2. Select whether you want the quote form to include lines or sales kit components.

45 October, 2023
3. Define the print settings.

l Output Format - Defines the format used to render and display the form. For example,
'PDF', 'Word', 'Excel', and so on.

l Schedule - The schedule option during which you want the report to run. Options
include Now, Startup Task Schedule, and any other user-defined schedules created for
your company.

l Report Style - A report style is a variation of a base report customized for your business
needs. Options are user-defined.

l Archive Period - Enter how long you would like this form to remain available after it
generates. As long as Kinetic clock has not passed this time span, the form is available
on the server to preview and print. After this Archive Period passes, the form is purged
from Kinetic.

l Recurring - Indicates the form should be run on a repeating basis. This check box is
available only if a schedule other than 'Now' is selected.

l User Description - Displays a brief explanation that describes a specific run. This user-
defined field is shown in the 'System Monitor' app.

4. Select Print Preview.

46 October, 2023
5. Once you review the quote form, select Print.

47 October, 2023
Engineering Quotes
When you enter a quote for a manufactured item, you must engineer it. It other words, the quote you
enter must include a method of manufacture (MOM). Each MOM in Kinetic includes 'bill of
operations' and 'bill of materials'. You would usually create MOM manually at the quote level for
'parts-on-the-fly' (engineer to order quote). Otherwise, you would use 'Get Details', which would pull
in a method defined in the 'Engineering Workbench' app.

In Kinetic, you can define a method of manufacture at '4' levels:

l Engineering Workbench - This is a method you create for your manufactured items, whether
'stocked' or 'non-stocked'.

l Quote - You can pull the method in using 'Get Details' or you can enter it manually if the
quoted part is 'part-on-the-fly' (Engineer to Order Quote).

l Job - You can either pull the method in using 'Get Details' or enter it manually. The method you
pull in is the one you create in the 'Engineering Workbench' app.

l Service Job Entry - You can either pull the method in using 'Get Details' or enter it manually.
The method you pull in is the one you create in the 'Engineering Workbench' app.
In this article, we will:

l Enter a quote

l Enter a quote line

l Add an operation

l Add a material

l Create a method of manufacture using existing data

l Get Details

l Using the Quote Worksheet

Entering a Quote
First, enter a quote and define its details.

It is recommended you review the Entering Quotes article before you learn about quote
engineering.

48 October, 2023
 1. Open the Opportunity/Quote Entry app.

The Landing page displays.

2. To create a new quote, select New Quote.

The Opportunity/Quote Details card displays.

3. Search for and select a customer you are quoting.

4. Define quote dates.

5. Select Save.

Entering a Quote Line

Next, enter a quote line. In this example, we will enter a 'part-on-the-fly'.

The item being quoted and manufactured does not need to have a part number input to
build production details.

1. Select the Lines > Line Detail node in the Nav tree.

The Line Detail card displays.

49 October, 2023
2. Select New Line.

3. Enter a part ID into the Part field.

In this example, we enter part 'MetalBracket'. We have not made this part before
and it does not exist in out database. This is a 'part-on-the-fly'.

4. Enter part's description.

5. Enter the quote line quantity and price.

50 October, 2023
 To make it simple, we entered '10' of each.

6. Specify the quote line dates.

7. Select Save.

Adding Operations
Now that you have entered your line, create quote's method of manufacture. You will start with
adding an operation.

1. Select Engineering.

The Quote Engineering Entry app opens.

You can also launch the app from the 'Main' menu.

51 October, 2023
 However, if you launch the app from the 'Main' menu, you must specify the quote
and its line.

2. Right-click the Operations node in the Nav tree and select New Operation.

The Operations card displays.

3. Expand the Operations node in the Nav tree and select the newly created operation
sequence.

The Operation Detail card displays.

4. Select the operation you want to add.

52 October, 2023
 5. Define the rest of data on this card.

To learn about the card's fields, review the Using Engineering Workbench article.
Once you launch the article in 'Kinetic Help', scroll down to locate the 'Adding
Operation' topic.

6. Select Save.

Adding Material
Next, add the materials to manufacture the quote line.

1. Right-click the Materials node in the Nav tree and select New Material.

The Materials card displays.

2. Expand the Materials node in the Nav tree and select the newly created material sequence.

The Material Detail card displays.

3. Search for and select the material you want to add.

53 October, 2023
 4. Define the rest of data on this card.

To learn about the card's fields, review the Using Engineering Workbench article.
Once you launch the article in 'Kinetic Help', scroll down to locate the 'Adding
Material' topic.

5. Select Save.

Creating a Method Using Existing Data

So far you have learned how to add a single operation and material to the quote's method of
manufacture. However, you can also drag and drop multiple existing entries as needed. We will
show you how.

1. Select the Engineering node in the Nav tree.

A set of different cards displays.

54 October, 2023
2. Select the Part/Rev Methods card.

3. In the Part field, enter a part number and select a revision.

In this example, we used part 'DCD-100-SP'. However, this is just an example.

4. On the card, expand the method of manufacture for this part on the card.

5. Select a material in the method of manufacture, hold down your mouse and drag and drop the
material on the Materials node in the Nav tree.

55 October, 2023
 In this example, we are dragging and dropping material 'SS-125'. However, this is
just an example.

6. Select the Operation Master card.

7. Inside the grid, select an operation, hold down your mouse and drag and drop the operation on
the Operations node in the Nav tree.

You can drag and drop multiple operations at once by selecting the check box for
operations you want to drag and drop to your method of manufacture. For
example, you may select '4' different operations in the grid and drag and drop all
'4' to the 'Operations' node.

56 October, 2023
 8. Apply the same drag and drop logic for the rest of the cards.

For example, select the 'Quote Methods' card and search for a specific quote and its line. Next,
expand its methd of manufacture and drag and drop operation(s) and material(s) as
necessary.

9. Select Save.

Getting Details
You can also use 'Get Detail' to pull in a method of manufacture. If you are designing a brand new
'part-on-the-fly', you would probably enter your method manually. However, you may find an existing
part's method that you can pull in and adjust it as necessary.

1. From the Overflow menu, select Get Details.

The Get Details panel opens.

57 October, 2023
2. Select where you want to pull the method of manufacture from.

If you select 'Job' or 'Quote', then you must to select a job or quote number to pull
the method of manufacture from. Only jobs and quotes marked as 'Template'
display for selection.

3. For example, select the Method option.

4. Search for and select a part you want to pull the method of manufacture from.

58 October, 2023
 In this example, we are using part 'DCD-100-SP'. However, this is just an
example.

5. If the part holds multiple revisions, select the revision you want and select OK.

When you select 'OK', the 'Append Manufacturing Details' panel opens. Review the operations
and materials tied to the selected revision.

59 October, 2023
 In this example, we use a method of manufacture of part 'DCD-100-SP'.

6. Inside the Append Manufacturing Revision panel, select OK.

When you exit the 'Quote Engineering Entry' app, you must mark the quote as
Engineered on the 'Line Detail' card of the 'Opportunity/Quote Entry' app.

7. Select Save.

60 October, 2023
Using the Quote Worksheet
When you quote a manufactured part, Kinetic automatically calculates its cost based on the part's
method of manufacture and the quoted quantity.

1. Select the Worksheet page.

2. To learn about how Kinetic calculates the quoted price, review the following article.

Working with the Quote Worksheet

61 October, 2023
Calculating Quote Unit Cost
When you quote a manufactured part, Kinetic automatically calculates its cost based on the part's
method of manufacture and the quoted quantity. In this article, we will explain how Kinetic arrives at
a unit cost and where it looks when calculating the final unit cost.

Before you review this article, it is recommended you know how to enter and engineer a
quote. Therefore, review the following articles first.

l Entering Quotes
l Engineering Quotes
This article does not show you how to enter and engineer a quote. It is assumed that
your quote with its line is entered and engineered.

Before you learn about how Kinetic generates a unit price for a quoted line, review the quote details.
This is the quote used in this example.

In this example, we use a quote for '1' unit of the 'Wheel' part. The 'Wheel' part is a manufactured
item. The part:

a. Holds a single purchased material in its method of manufacture. The part is called 'Rubber'
and is costs '10' dollars. The cost comes from the 'Cost Adjustment' app.

This is the cost adjustment for the 'Rubber' part. The part does not hold any 'Labor' and
'Burden' costs.

b. Holds a single operation in its method of manufacture. The operation is called 'Wheel' and it
includes the 'Wheel' resource group requirement with the following settings (The Resource
Group app).

62 October, 2023
 Remember, in manufacturing:

l Each operation must hold at least one resource group.

l Each resource group must hold at least one resource.

c. The quote is for '1' unit of the 'Wheel' part. The unit price is not defined when the quote line is
entered. This is before the quote is engineered.

d. We engineer the quote line using the 'Quote Engineering Entry' app launch using the
'Engineering' button.

63 October, 2023
e. When we engineer the quote, we pulled in a method of manufacture using 'Get Details' in the
'Quote Engineering Entry' app.

f. The method of manufacture looks like the following:

The operation includes the following settings:

64 October, 2023
 The material includes the following settings:

Next, have Kinetic to generate a unit price.

1. Enter a quote and define its line and quantity.

In this case, we entered a quote for '1' unit of the 'Wheel' part.

2. When you engineer your quote, go back to the Opportunity/Quote Entry app.

3. Select the Line Detail node in the Nav tree.

The Line Detail card displays.

65 October, 2023
4. Scroll down to locate the Worksheet card and expand it.

5. On the Worksheet card, select Refresh Worksheet.

6. Review the Burden values.

In this case, the value of '20' displays in the 'Cost' field. So where does the value come from? It
comes from the resource group tied to the operation. In this case, the 'Wheel' resource group
that holds the following burden values:

And, the operation holds the 'Production Per Machine' and 'Setup Per Machine' values of '1'.

66 October, 2023
The material used does not hold a 'Burden' value. However, if it did then the value would be
added to the 'Burden' cost.

The markup burden percentage specifies the required price increase on the original 'Burden'
cost.

You create mark up codes in the 'Markup Code Maintenance' app and link them to customers
using the 'Customer' app.

Based on the entered/default percentage value, Kinetic calculates the burden price using the
following formula:

20 (Burden Costs) x (26/100)] = 5.20 (Calculated Burden Markup/Profit Cost)

Therefore, in this case, the value of '25.20' displays.

67 October, 2023
 The calculation logic for the 'Markup/Profit' cost is the same for 'Labor', 'Material',
'Material Burden', or 'Miscellaneous Cost'.

7. Review the Labor values.

The same calculation logic applies as with the 'Burden' cost. In this example, the value of '20'
displays, because:

The operation holds the resource group with the 'Production' rates of '10' dollars (Setup Labor
& Production Labor)

The material does not include the labor cost. Therefore, nothing is added to the overall 'Labor'
cost.

8. The material displays the cost associated with the material in the quote's method of
manufacture. In this case, the value of '10' displays.

The value come from the material's unit cost defined in the 'Cost Adjustment' app.

68 October, 2023
 However, you can change the unit cost if you select your material in the Nav tree of the 'Quote
Engineering Entry' app and then define a new unit cost on the 'Material Detail' card.

The 'Markup/Profit' calculation follows the same logic as with the 'Burden Cost'.

9. The Subcontract Cost comes from a subcontract operation included in your method of
manufacture, if any.

69 October, 2023
 In this case, the method of manufacture does not include a subcontract operation. However, if
it did, you would enter the cost value on the 'Subcontract Detail' card of the 'Quote Engineering
Entry' app.

To locate the 'Subcontract Detail' card in the 'Quote Engineering Entry' app,
select the 'Operation' node in the Nav tree. Next, scroll down to locate the card
and expand it.

10. The Material Burden cost come from the burden cost value entered for the quote's material in
the 'Costing Adjustment' app.

70 October, 2023
 However, you can change the value on the 'Material Detail' card of the 'Quote Engineering
Entry' app. To locate the card, in the Nav tree, select the material listed under the 'Materials'
node and change the value, if necessary.

11. If the quote line includes any miscellaneous cost, enter it here.

In this example, we added '20' dollars.

12. Enter the commission percentage, if necessary.

71 October, 2023
 The calculated commission percentage will be added to the total unit cost of the quoted item.

13. Finally, review the calculated cost for your quote line.

Kinetic shows you the calculations for 'Markup', 'Profit', and 'Commission' and id comes up
with the unit price for the quoted item. In this case, Kinetic calculated that the unit price for the
'Wheel' part is '87' dollars.

14. Next, enter the calculated price into the Quote Unit Price field.

15. Select Save.

16. Select the Details node in the Nav tree.

The Opportunity/Quote Details card displays.

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17. Review the Summary group box.

In this case, we quoted '1' piece of the 'Wheel' part for '87' dollars each. The quote is for '1' unit
only.

73 October, 2023
Tracking Quotes
The Opportunity/Quote Tracker app is a display-only version of the primary entry app. Use the
tracker to review current information about a selected quote. You cannot add or edit records.

If you need more information about certain fields or cards, review the Entering Quotes
article. Since the tracker is the exact replicate of the 'Opportunity/Quote Entry' app, the
fields and cards are the same.

1. Open the Opportunity/Quote Tracker app.

The Landing page displays. The page displays all the existing quote records.

2. To select and an existing record, click the quote link inside the grid.

You can also type in the quote number into the 'Opportunity/Quote' field and press Tab or
search for the quote you need using this field.

3. Review the Opportunity/Quote Details card.

74 October, 2023
4. Review the rest of quote header information by expanding and reviewing the cards below.

5. Select the Line Detail node in the Nav tree.

The Line Detail card displays.

75 October, 2023
6. Review the line details.

7. Review the rest of quote line information by expanding and reviewing the cards below.

76 October, 2023
Open the Explorer tab to see a graphical representation of relationships between related quotes,
orders, shipments, AR invoices and payments – providing a detailed overview of the quote to cash
cycle:

The record you are in is always outlined with black borders.

This relationship “map” consists of five card groups:

1. Quote
2. Order
3. Shipment
4. AR Invoice
5. Payment
Each card contains a basic overview and an underlined link (the
Quote/Order/Shipment/Invoice/Payment Number field), which opens a panel with detailed
information:

77 October, 2023
 More details can be added to the grid using the Personalize Columns option in
the panel’s Overflow menu. You can also select the record to access it.

When there are four or more cards in a group, a collapsed version of the cards displays:

You can select the underlined link on the collapsed cards to view a panel with all the records listed:

More details can be added to the grid using the Personalize Columns option in
the panel’s Overflow menu. You can also select the record to access it.

78 October, 2023
Tracking Quote Engineering
The Quote Engineering Tracker app is a display-only version of the primary entry app. Use the
tracker to review current engineering information about a selected quote. You cannot add or edit
records.

If you need more information about certain fields or cards, review the Engineering
Quotes article. Since the tracker is the exact replicate of the 'Quote Engineering Entry'
app, the fields and cards are the same.

1. Open the Quote Engineering Tracker app.

The Landing page displays. The page displays all the existing quote records.

2. To select and an existing record, click the quote link inside the grid.

You can also search for and select your quote using the 'Quote' field and then enter the quote
line you want to review.

79 October, 2023
3. First, review the Assembly Detail card.

Review information about the quoted part.

4. Depending how complex your method of manufacture is select the nodes in the Nav tree.

In this example, we can select 'operation' and 'material'. However, if our method includes a
sub-assembly or inspection, select these nodes in the Nav tree.

5. For example, select the operation in the Nav tree.

The Operation Detail card displays.

6. Review the information on the card.

80 October, 2023
7. Select the material in the Nav tree.

The Material Detail card displays.

8. Review the information on the card.

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9. Review other Operations and Materials information, as necessary by expanding and
reviewing respective cards.

l Operations

82 October, 2023
l Materials

83 October, 2023
Creating Sales Order from Quote
You can automatically create a new sales order from an existing quote using the 'Get
Opportunity/Quote' command of the Overflow menu . When you turn a quote into an order, all the
detail lines on the quote become identical detail lines on the new sales order.

1. Open the Order Entry app.

The Landing page displays. The page list all the existing sales orders.

2. To create an order, select New Order.

The Order Detail card displays.

3. Search for and select a customer using the Customer field.

Once you select a customer, the Ship To group box fills in. However, you can search for
another ship to, if necessary.

In this example, we selected the 'Dalton' customer.

84 October, 2023
4. Select Save .

Kinetic generates a new order number.

5. From the Overflow menu , select Get Opportunity/Quote.

The Create Order From Quote panel opens.

6. Search for the quote you need using the Quote field.

7. When you select your Quote number, the Quote Lines card inside the panel displays the
quoted lines.

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 In this example, there is only one line to be quoted.

8. Inside the panel, select OK to confirm.

9. Complete the sales order.

To learn how to complete a sales order, review the Creating Sales Orders article.

86 October, 2023
Creating Order Line from Quote
In Order Entry, you can create a line from an existing quote.

1. In the Order Entry app, create a new line and go to its Line Detail card.

Don't forget to enter a part on your order line.

To learn how to add a line to a sales order, review the Creating Sales Orders
article.

2. From the Overflow menu , select New Line from Quote.

The Get Quote Line For Order panel opens.

3. Inside the panel, search for and select the quote and its line that you want to create an order
line from.

87 October, 2023
 The customer record on the 'sales order' and 'quote' must match.

4. The card fills in with the details from the quote line. Change them, if necessary.

5. Inside the panel, select OK to confirm.

6. Complete the sales order.

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