Pick Quotation Lines from Sales Quotation Template
Explanation
When quotation lines are added on a sales quotation, you can use a sales quotation
template. There are seven different ways to use templates in the system. The user can
choose to obtain the suggested quotation lines:
- From a defined template
- From the customer's latest order
- From the customer's latest quotation
- From the customer's orders during a period
- From the customer's quotations during a period
- From a specific order number
- From a specific quotation number
Prerequisites
- A sales quotation header must have been entered and saved.
- A customer order template must have been created in the
Customer Order
Template window.
System Effects
Quotation lines are selected from the template and are added to the sales quotation.
Window
Sales Quotation
Related Window Descriptions
Sales Quotation
Sales Quotation/Quotation Lines
Sales Quotation Template
Procedure
- Populate or query for the sales quotation header.
- Choose Sales Quotation Template... in the operations menu. The
Sales
Quotation Template dialog box will be displayed.
- In the Method group box, choose the appropriate way to select quotation lines. If Order
No or Quotation No is chosen, enter a specific order or quotation by using the list
button.
- Select the lines by using the Populate button. Now it is possible to adjust the
quantities.
- Click OK; the quotation lines are added to the sales quotation.