Enter Contacts for Service Quotation
Explanation
This activity is used to specify contacts for the service quotation.
Prerequisites
- The service quotation header must have been entered and saved.
- The contacts must have been entered on the
Customer/Contact tab.
System Effects
As a result of this activity, customer contacts are entered for the service
quotation.
Window
Service
Quotation
Related Window Descriptions
Service Quotation
Service Quotation/Contacts
Procedure
- Open the
Service Quotation/Contacts tab and create a new record.
- Select the Main Contact check box if the current record is the
main contact for the service quotation.
- Enter a Person ID or select one from the List of Values. The contact
name, phone number etc. will be automatically retrieved.
- Optionally, enter a short note in the Notes field.
- Save your changes. (F12)