Enter Quotation Competitors
Explanation
The purpose of entering the competitors on the sales quotation is to have defaults for
the sales quotation lines. The competitors are entered in the
Sales
Quotation/Competitors tab window. When quotation lines are entered after
this, they will get the competitor lines copied to them. It is possible to change the
competitors on quotation line level.
Prerequisites
- Competitors must have been entered in the
Sales Basic Data/Competitors tab window.
- The sales quotation header must have been entered and saved.
System Effects
As a result of this entry, a competitor competing sales quotation is saved as a default
for the quotation lines.
Window
Sales Quotation
Related Window Descriptions
Sales Quotation
Sales Quotation/Competitors
Procedure
- Select the
Sales Quotation/Competitors tab, and then select
New.
- Enter the ID for the competitor in the Competitor ID column, manually or
by using the List of Values. The competitor's name is automatically filled
in by the system.
- Enter the ID for the competitive reason in the Compete ID column, manually
or by using the List of Values. The description of the competitive reason is
retrieved.
- Save when completed.
Optional steps (remember to save your entries):
- You can enter a short note in the Note column.
- You can select one or several main competitors by selecting the check
box in the Main Competitor field.