Specify Document Level Queries

This page allows you to specify the queries for the document as a whole. Based on the quotation number specified, the customer details are retrieved and displayed. The status and the type of the customer’s query can be captured in this page. The unique query number is generated for each query on submission of all the necessary details. The details regarding the response to the customer’s query can also be specified.

Select the "Specify Document Level Queries" link at the bottom of "Create Queries On Quotation" page.

The " Specify Document Level Queries " page appears.

The system displays the following details from the main page:

Quotation No.

The number identifying the quotation. The system ensures that this field is not left blank and also checks for the existence of the number. It also checks if it is in “Held”, “Deleted” or “Cancelled” status. If so, the system displays an error message.

The system displays the following field based on the quotation number displayed:

Customer Code	The code identifying the customer.
Customer Name	The name of the customer.

Enter the following fields in the “Doc. Level Queries” multiline:

Queries	The query specified by the customer (Alphanumeric, 100) Mandatory.
Query Type	Use the drop-down list box to select the type of the query from the customer Mandatory. 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.

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

Query No.

The unique number identifying the query Mandatory. 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”.

Enter the following details:

Status	Use the drop-down list box to select the status of the query Mandatory. 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”.

Click the “Add Queries” pushbutton to add the details of the queries for the whole document.