E-mail Quotation
Explanation
This activity is used to e-mail a sales quotation to a
customer as an attached Portable Document Format (PDF) file. The file will be marked as
Preliminary if the
quotation header or any of its lines have not been released. If the quotation
header is in Released status when the e-mail is sent, the Printed check
box will be selected and the quotation date will be stored.
It should be noted that changing a printed
or rejected quotation, i.e.,
changing the
additional discount percentage on the header, with Released or Rejected status creates a new
revision, sets the status to Revised
and clears the Printed check box.
Prerequisites
This activity has the following prerequisites.
- IFS/Print Server and IFS/Connect should have been installed.
- Print Server Archiving has to be enabled.
- The PDF_REPORT_CREATED event must be defined and enabled.
- On
the Customer/Address/General Address Info tab, in the Comm.
Method area, the communication method should be set to E-mail and the receiver's e-mail address must be
specified in the Value field for the respective customer name.
The same customer name should be given in the Customer Contact field
of the
Customer/Address/Order Address Info tab.
- A value in the Reference field must have been entered in the
Sales Quotation header. If a valid customer contact exists in the
Customer/Address/Order Address Info tab, then that value will
automatically be set as the reference value, and be used as the e-mail
address of the receiver.
- The customer category for the sales quotation should be Customer.
- The sales quotation should be in Planned, Released,
Reject or Closed status.
System Effects
The sales quotation(s) are e-mailed to the respective customer(s), using
IFS/Connect and the rules specified for the event PDF_REPORT_CREATED.
Window
Sales Quotation
Sales Quotations
Related Window Descriptions
Sales Quotation
Sales Quotations
E-mail Sales Quotation
Procedure
- Open the
Sales Quotation or the
Sales
Quotations window, and query for the required sales quotation. You
can select multiple quotation lines for multiple customers using the
Sales Quotations window.
- Right-click the header and click E-mail Quotation and
the
E-mail Sales Quotation dialog box will open.
- Modify the e-mail addresses, if required, and click OK.