Enter Competitor to Quotation Line
Explanation
A sales quotation may have one or more competitors entered. When quotation lines are
added after this, they will get the competitor lines copied to them. However, the
competitor information for a quotation line can be changed so that there may be different
competitors for different quotation lines. The
Competitors
dialog box for changing the competitor on a quotation line is opened by right-clicking the
line in question. The information on competitors for a quotation line is entered and
viewed in the lower part of the window.
Prerequisites
- The quotation line must have been entered and saved.
- Competitors must have been entered in the
Sales Basic Data
window.
System Effects
As a result of this entry, a competitor is added on the quotation line.
Window
Sales Quotation
Sales Quotation Lines
Related Window Descriptions
Sales Quotation
Sales Quotation/Quotation Lines
Sales Quotation Lines
Competitors
Procedure
- Select or query for the appropriate sales quotation in the
Sales Quotation
window (choose the
Sales Quotation/Quotation Lines
tab) or the
Sales Quotation Lines window.
- Right-click on the quotation line and then click Competitors.
- On the dialog box that appears, click New.
- Enter the ID for the competitor in the Competitor ID field or
select from the List of Values. The competitor name is automatically
retrieved.
- Enter the ID for the competitive reason in the Competitive ID
field or select one from the List of Values. The description of the competitive
reason is retrieved.
- Optionally, enter a short note in the Note field.
- Optionally, change the main competitor by unselecting and selecting the
check box in the Main Competitor field.
- Save your changes.