Enter Sales Quotation Contact
Explanation
This activity is used to specify contacts for the sales quotation.
Prerequisites
- The sales 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 sales
quotation.
Window
Sales Quotation
Related Window Descriptions
Sales Quotation
Sales Quotation/Contact
Procedure
- Open the Sales Quotation/Contacts tab and create a new record.
- Select the Main Contact check box if the current record is the main contact
for the sales 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 Note field.
- Save your changes.