Specify Additional Queries
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This page allows the user to specify additional queries both at the document level and at the item level. Based on the level selected, the system displays the query details in the multiline.
Select the “Specify Additional Queries” link at the bottom of the “Queries on Quotation” page.
The “Specify Additional Queries” page appears.
The system displays the following details in the header:
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Customer Code |
The code identifying the customer. |
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Customer Name |
The name of the customer. |
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Company Code |
The code identifying the company. |
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Company Name |
The name of the company. |
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Organization Unit |
The code identifying the organization unit to which the company belongs. |
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Organization Name |
The name of the organization unit. |
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Quotation No. |
The number identifying the quotation. |
Select a relevant option from the drop-down:
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Level |
Use the drop-down list box to select the level at which the additional query has to be specified. The options are “Item” or “Document”. The system displays “Item” by default on launch of the page. |
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Line No. |
Use the drop-down list to select the line number at the item level or at the document level. |
The system displays the following details in the header:
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Customer Item Code |
The code used by the customer to identify items. |
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Item Code |
The code identifying the item. |
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Variant Code |
The code identifying the variant of the item. |
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Item Variant Desc. |
The description of the item variant. |
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Zoom facility available. |
Enter the following details in the “Query Details” multiline:
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Queries |
The queries raised by the customer (Alphanumeric, 70). |
The system displays the following details in the “Query Details” multiline:
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Query No. |
A unique number identifying the query |
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Response |
The response or action taken towards the query. |
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Status |
The status of the query. |
Click “Update Query" pushbutton to update the queries at the document level and item level.
The system ensures that atleast one row is entered in the multiline.
The system updates the status of the query to “Pending” for selected rows The system generates a sequential query number in the format ”Quotation No. / 001”, if query number does not exists. If query number exists, the system generates the next number in the sequence.
The system saves the query details at the document level or item level against the selected quotation number.
