Create Queries

Create Queries On Quotation

This page allows you to enter customer’s query(s) regarding the quotation. For a selected quotation number, the queries related to that number are entered. The customer and item details are displayed for the selected quotation number. The status and the type of the customer’s query are captured in this page. The unique query number is generated for each query on submission of all the necessary details in the page.

Select the “Create Queries On Quotation” link under the “Quotation” business component.

The “Create Queries On Quotation” page appears.

Enter the details of the following field:

Quotation No.	The code identifying the quotation (Alphanumeric, 18) Mandatory. The system checks for the existence of the quotation number. It also checks if it is in “Held”, “Deleted” or “Cancelled” status. If so, the system displays an error message.
	Help facility available.

The system displays the following details based on the quotation number selected:

Customer Code	The code identifying the customer.
Customer Name	The name of the customer.
	Zoom facility available.

The system displays the following details in the “Item Level Queries” multiline:

Item Code	The code identifying the item. The system checks if the item code is specified against each query.
Variant Code	The code identifying the variant of the item.
Item Variant Desc.	The description of the item variant.

Enter the following details:

Queries	The query specified by the customer (Alphanumeric, 100).
Query Type	Use the drop-down list box to select the type of the query from the customer. You can select from “Commercial”, “Technical” or “General”. The system displays “General” by default on launch of the page. The options available are:
	Commercial – indicates the customer’s query related to price, discounts.
	Technical – indicates the query related to the item. Example: queries regarding to material used.
	General– indicates the general queries in quotation.
Response	The response to the queries enquired by the customer (Alphanumeric, 255). The system checks if a query is available against each response.
Status	Use the drop-down list box to select the status of the query. You can select from either “Pending” or “Closed”. The system displays “Pending” by default on launch of the page. The options available are:
	Pending –indicates that the query is in a “Pending” status.
	Closed –indicates that the query has been responded. So the status is set to “Closed”.

The system displays the following field on submission of all the details in the page:

Query No.

The unique number identifying the query. The system checks for the existence of the query number. if the number does not exists, then the system generates the query number in the following format “(Quotation No.)/001”, “(Quotation No.)/002”.

Check the box in the “Select” column of the multiline to select the query number.
Click the “Add Queries” pushbutton to add the details of the queries for a selected quotation number.

The system saves the quotation along with its associated details.

The login user ID and the system date are updated in “Created By” and “Created Date” fields.

To proceed, carry out the following

Select the “Specify Additional Item Level Queries” link at the bottom of the page to specify additional queries at item level.
Select the “Specify Document Level Queries” link at the bottom of the page to specify query details at document level.

The system displays the following:

Created By	The login user ID of the person who has created the queries on quotation.
Created Date	The date on which the queries on quotation was created.
Last modified by	The login user ID of the person who has last modified the queries on quotation.
Last modified date	The date on which the queries on quotation was last modified.

Prerequisites

Mandatory

The quotation number should be defined in the “Quotation” business component.