Enter Mandatory Quotation Information

Explanation

Use this activity to enter mandatory information for a new quotation.

Prerequisites

Before the information is entered, the following must have been completed:

• The user must be connected to a site. This must have been performed in Sites per User.
• To be able to enter optional information on sales man, the sales man information must have been entered in Sales Basic Data

System Effects

As a result of this activity, a quotation is created. A quotation number is displayed in the Quotation ID field. You can add information to the quotation, for example notes and sales man.

Window

Prepare Work Order Quotation

Related Window Descriptions

Prepare Work Order Quotation

Procedure

Use the following procedure to enter the information:

1. Use the New function.
2. Enter information in the Revision and Description fields.
3. The Site field displays the user's default site. Use List of Values to change the site to another site that the user is connected to, if appropriate.
4. In the General tab, the today's date is default in the Valid From field. Change the date, if appropriate.
5. In the Valid To field, enter the date the quotation is valid to.
6. Save the information. A number is displayed in the Quotation ID field.