Sales Quotation/Customer Addresses

[About Sales Quotations] [To Manage Sales Quotation] [To Manage Customer Order] [To Follow-up and Analysis, Sales]

Usage

Use this tab to view the addresses of the customer. The address fields are automatically filled in, based on the delivery address ID and document address ID you select in those fields in the sales quotation header. These addresses were entered in the Customer/Address tab. You can also select the Single Occurrence check box to enter a different delivery address for this particular quotation.

If you are using Vertex software to automatically calculate taxes on sales quotations, customer orders, customer order invoices and return material authorizations the City, County, State and Zip Code fields must be correctly filled in to retrieve the appropriate jurisdiction code and accurately calculate taxes. If you change any of these fields, the jurisdiction code will be changed based on the new values when the record is saved.

Activity Diagrams

Enter Sales Quotation
Enter Sales Quotation, CTO

Activities

Enter Quotation Header
Enter Single Occurrence Address per Sales Quotation