YonSuiteSupply ChainIntermediateContent quality · 94/100

YonSuite Sales: Quotation, Order, Delivery and Billing

Convert customer quotations into controlled orders linked to inventory, fulfilment, billing and collection.

Learning objective

Run a traceable quote-to-bill process covering discounts, changes, partial delivery and returns.

Roles

Sales, sales operations, pricing owner, credit manager, warehouse, logistics, billing and AR accountant.

Prerequisites

Approved customer, addresses, tax data, payment terms and currency.
Approved price lists, discount authority, credit, delivery and return policies.
Tested item, unit, warehouse, tax code and revenue boundary.

Completion checks

Invoice traces to delivery proof, issue, order, quote version and approved price.
Ordered, delivered, billed, collected and returned quantities/amounts reconcile.
Discount, amendment and credit exceptions have approvals.

Common errors

Copying an old order and bypassing current price or customer checks.
Shipping before order approval and losing credit or tax data.
Returning stock without the matching AR or tax document.

Thailand project note

A qualified Thai tax owner must confirm VAT invoice timing, tax invoice, credit/debit note and e-tax requirements. Workflow alone does not prove tax compliance.

Related modules

客户 / Customer价格政策 / Pricing销售订单 / Sales Order库存 / Inventory应收 / Receivables税务 / Tax

Steps

01Create a versioned quotation with validity, currency, tax and promised date; route excess discounts and non-standard terms.

02Convert accepted quote to order and revalidate customer, price, credit, availability and ship-to address.

03Version every amendment; price, quantity, payment or address changes require renewed approval.

04Allocate, pick, issue and ship against the approved order, retaining lot, quantity, carrier and proof of delivery.

05Create billing requests under approved business and tax rules; distinguish partial delivery, deposit, allowance and return.

06Reconcile receivable, collection, return and disputes; close only when open delivery and billing quantities are resolved.

01
Create a versioned quotation with validity, currency, tax and promised date; route excess discounts and non-standard terms.
02
Convert accepted quote to order and revalidate customer, price, credit, availability and ship-to address.
03
Version every amendment; price, quantity, payment or address changes require renewed approval.
04
Allocate, pick, issue and ship against the approved order, retaining lot, quantity, carrier and proof of delivery.
05
Create billing requests under approved business and tax rules; distinguish partial delivery, deposit, allowance and return.
06
Reconcile receivable, collection, return and disputes; close only when open delivery and billing quantities are resolved.

Implementation notes

Test normal, partial, return and rejected-delivery scenarios.
Freeze the quotation version accepted by the customer.
Run quantity and value residual checks before close.

References

YonSuite 全场景数字营销 ↗用友 YonSuite 官方网站 · Accessed: 2026-08-20 · Applicable version: 公开说明定价、信用、订单、履约及财资税务衔接
YonSuite AI+供应链全场景 ↗用友 YonSuite 官方网站 · Published: 2024-10-16 · Accessed: 2026-08-20 · Applicable version: 公开说明销售订单、出库与回款流程