Applies to FlexLink Quotation Tool.

How to make quotations for customers that do not yet exist in SAP

When Quotation Tool is in SAP mode, it must always have access to a valid customer number in order to fetch cost and sales price from SAP.

For existing customers this is not a problem. You just use the customer search function in Quotation Tool and find a customer with a valid SAP customer number; a numeric customer number with 10 digits.

In the customer search you can also find CRM customers that do not exist in SAP. They have a blank customer number. When you select such a customer you will be prompted with an error dialog:

The same warning is also displayed as a red warning icon next to the empty "Customer No" field. If you hover with the mouse pointer over that icon you will see the warning message:

To resolve this problem you can add a default customer number to your settings. When the active quotation does not have a customer number, Quotation Tool will use your default customer number to get cost and sales prices from SAP.

Open menu "Tools" -> "Settings". Scroll down to section "Quotation default" and enter a valid 10 digit SAP customer number for setting "Default Customer Number".

Note: The default customer number you choose must be a valid SAP customer for your sales office

When you have a default customer number in your settings the warning icon will turn yellow and the message will change:

Now when you add FlexLink material to your quotation or run price update, Quotation Tool will fetch cost and sales price from SAP by using your default customer number.