Enter Contacts for Service Quotation

Explanation

This activity is used to specify contacts for the service quotation.

Prerequisites

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

  1. Open the Service Quotation/Contacts tab and create a new record.
  2. Select the Main Contact check box if the current record is the main contact for the service quotation.
  3. Enter a Person ID or select one from the List of Values. The contact name, phone number etc. will be automatically retrieved.
  4. Optionally, enter a short note in the Notes field.
  5. Save your changes. (F12)