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Order to Cash Process
Manage all the activities related to the customer cycle: from the sales quotation to the receipt of payment.
Sales Quotation
The sales quotation is the first step to create external documents and send an offer to a customer.
Copying a Sales Quotation
You want to create a sales quotation similar to another, because of their sales part or customer, you can copy this quotation and change some information.

Order to Cash Process
Manage all the activities related to the customer cycle: from the sales quotation to the receipt of payment.
- Sales Quotation
  The sales quotation is the first step to create external documents and send an offer to a customer.
  - Creating a Sales Quotation
    Create a sales quotation and fill the starting information.
  - Printing a Sales Quotation
    You need to print your sales quotation to send the offer to your customer to get his validation.
  - Changing a Sales Quotation into a Customer Order
    If the sales quotation has been accepted by the customer, you need to change it into a customer order.
  - Copying a Sales Quotation
    You want to create a sales quotation similar to another, because of their sales part or customer, you can copy this quotation and change some information.
  - Canceling a Sales Quotation
    You need to cancel your sales quotation if your customer rejected your sales quotation.
- Customer Order
  You need to create a customer order: this process enables to group information and actions about your sales with your customer.
- Invoice
  After the delivery, you need to create an invoice for the customer. The invoice displays all the details about the product or service sold to the customer.
- Creating an Instant Invoice
- Credit Note
  The credit note is used to correct an error or change an element in an invoice already sent.
- Return Material Authorization
  Use this process when taking back defective products from the customers.
- Mixed Payment for Customer
  Once you receive a payment from a customer in your bank, you have to register it as a mixed payment in IFS Cloud.
- Creating a Customer Settlement
  If you have not matched your payment(s) with the corresponding invoice(s), through the process topics/t-MatchingMixedPaymentwithExistingTransactionsCustomer.html, you can do a settlement.
- Advance Invoice
  In case you need to get paid before the delivery of a customer order, you need to use the advance invoice functionality in IFS Cloud.
- Creating a Settlement for an Advance Invoice
  You need to settle your mixed payment with your advance invoice.
- Managing Product Rentals
  The following processes explain how to manage short-term or long-term product rentals.
- Credit Management
- Statistics and Reporting

Copying a Sales Quotation

You want to create a sales quotation similar to another, because of their sales part or customer, you can copy this quotation and change some information.

From the Sales Quotation or Sales Quotations page you can copy a quotation.

Select the Sales Quotation you want to copy and click Copy Quotation in the header.
You access a new page, Copy Sales Quotation:
1. In the area Copy Options, select the information that you want to copy .
2. In the area New Quotation Info, add the information for the new copy .
You can choose a new Quotation No or it will be created automatically .
When you have checked your information, click OK .

A dialog opens, you can choose to see or not your new Sales Quotation.