Use quotation probability codes to indicate the probability that the quotation will become a sales order or a project. The quotation probability is expressed as a percentage between 0-100 percent, and each quotation must have a probability defined for it when it is created.

Note Note

By default, if the quotation probability is not set, the system will use the value 0%.

You can define the expected value of a quotation in the pipeline by adjusting the total value of the quotation by the probability of the quotation actually becoming an order. Because this adjustment determines the expected value, set the probability as correctly as possible for the given quotation. For example, if the total value of a quotation is $1000 US and the quotation probability is 80%, your expected value might be $800 US.

You can also include quotations with item demands in the master scheduling. By specifying a base probability on the master plan, you can additionally delimit the quoted items to be considered in the planning.

Note Note

You can define and edit the probability for the quotation header and each quotation line as required, but if you change the probability for the quotation header, the probability for all the quotation lines will automatically change to reflect the new quotation probability.