Special Positions for Sales Documents

Special WBS positions are used to provide an alternative or optional line item for a customer on the sales quote.

The Special Position field offers the following choices for Sales Quotes:

  • Optional – Additional WBS positions that are not required.
  • Alternative – Provides a different option for another line item.

To ensure that these special WBS positions are not included in the calculation – since they only provide information about quantity and price – the Special Quantity and Special Alternative to WBS fields are used in conjunction with the Special Position:

  • When the Special Position field is set to Optional, the value in the Quantity field is removed and reset in the Special Quantity field.
  • When the Special Position field is set to Alternative, a page opens to select the WBS line to associate with the current line.

If the Special Position field is set back to <Blank> from Optional or Alternative, the value in the Special Quantity field is transferred to the Quantity field.

Note

A sales quote cannot be converted to a sales order if the Special Position = Optional or Alternative.

The Special Position field contains two other options that are typically used with Sales Orders and for informational purposes only:

  • Supplement – for labeling as supplement
  • Modification – for labeling as modification

See Also

Project Budget Calculation Page

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