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.

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

  1. 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.
  2. Right-click the header and click E-mail Quotation and the E-mail Sales Quotation dialog box will open.  
  3. Modify the e-mail addresses, if required, and click OK.