Queries on Quotation
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This page allows the user to post queries based on the quotation. The user can also view the response given to the queries and the status.
Select the “Query on Quotation” link under the “Customer Portal“ business component.
The “Queries on Quotation” 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. |
Select a relevant option from the drop-down:
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Org. Unit |
Use the drop-down list box to select the organization unit. The system populates the list box with all the OUs for which a valid quotation is raised for the customer. The system displays the login OU by default on launch of the page. |
The system displays the following details in the header:
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Org. Name |
The name of the organization unit. The system retrieves and displays the OU name from “Organization Setup” business component. |
Enter the following details in the header:
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Quotation No. |
The code identifying the quotation number (Alphanumeric, 18) Mandatory. The system checks for the validity of the entered quotation number and also checks if it is mapped to the customer code of that OU. |
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Press <Enter> key |
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The system displays the query number, queries, response and status of the queries in the multiline. |
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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Customer Item Code |
The code used by the customer to identify items. Customer Item Code can be specified in Sale Order and Quotation to default the Sale Order Item Line information.. |
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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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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 item level.
The system updates the status of the query to “Pending” only 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 quotation number and query details.
The system displays the following details in the “Data History” group box:
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Created By |
The login id of the user who raised the query. |
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Created Date |
The date on which the query was raised. |
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Last Modified By |
The login id of the user who last raised the query. |
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Last Modified Date |
The date on which the query was last raised. |
To proceed, carry out the following:
Select the “Specify Additional Queries” link at the bottom of the page to specify additional query details at the document level and at item level.
