YonSuite Configure-Price-Quote Tutorial: Automated Quotation and Delivery Promising
This tutorial governs configuration parameters, super BOM, costed quotation and capable-to-promise date with controlled masters, approvals and reconciliation evidence, reducing offline change and cross-team breaks for Thai manufacturers.
Learning objective
Build an executable, traceable and reconcilable closed loop for configuration parameters, super BOM, costed quotation and capable-to-promise date.
Roles
Sales, product engineering, planning, costing and approvers
Prerequisites
- Confirm organisation, warehouse, document scope, ownership matrix, approval thresholds and effective dates.
- Clean customer, supplier, item, unit, price, stock-location and settlement masters.
- Test access, interfaces, exceptions, reversals and rollback, then freeze the go-live baseline.
Completion checks
- Results trace to approved demand, effective masters, execution records and inventory or finance outcomes.
- Quantity, status, date and value reconcile; variances have reason, owner, approval and closure evidence.
- Normal, exception, reversal and unauthorised scenarios pass without silent history overwrite.
Common errors
- Executing before definitions and masters are approved distorts quotation, inventory, delivery or settlement.
- Changing quantity, price or date in sheets or chat without updating the ERP source document.
- Treating a system suggestion as the final contractual, quality, accounting, tax or Thai regulatory decision.
Thailand project note
Thai entities should confirm Thai/English masters, THB and foreign currency, Asia/Bangkok time, segregation of duties and local evidence retention. Tax, customs, BOI, contract, product and accounting conclusions require current review by qualified Thai professionals; this is not legal or tax advice.
Related modules
Steps
- 01
Define the business boundary, common measures, owners and approval points for configuration parameters, super BOM, costed quotation and capable-to-promise date.
- 02
Create relevant masters, statuses, versions and validity dates with segregation and change evidence.
- 03
Create the business object from an approved request or source document, retaining source ID, organisation and planned date.
- 04
Run inventory, supply, price, quality, credit or capacity checks and route conflicts to an owned exception queue.
- 05
Confirm, release, receive/issue, inspect or settle under access control, recording lot, person, time and linked documents.
- 06
Compare planned and actual quantity, date, status and value; investigate and approve every variance.
- 07
Business, warehouse, quality and finance jointly accept the result, archive evidence and track open items.
Implementation notes
- Pilot one organisation, one product family and a complete set of exception scenarios.
- Give critical rules a version, effective date, owner, approval evidence and rollback.
- Menus, automation, mobile functions and interfaces depend on licence, release and blueprint.
References
- YonSuite 制造行业解决方案 ↗用友官方网站 · Accessed: 2026-08-20 · Applicable version: 官方公开能力范围；具体菜单、许可、自动化与接口以客户版本和项目蓝图为准
- YonSuite 产品与数智化能力资料 ↗用友官方网站 · Accessed: 2026-08-20 · Applicable version: 官方公开能力范围；具体配置与实现以客户版本和项目蓝图为准