Maintain Site Inspection

A maintain site inspection offers the ability to maintain the site inspection details. Site inspection can be performed against either opportunity Id or request for quotation number.

Site refers to the physical location, where the inspection happens. This page allows you in maintaining site inspection. You can identify the type of the task, set the status and enter the estimated duration for the completion of the task. In this page "Maintain", "Delete" and "Authorize" tasks can be performed. The activities of the task can be specified along with the sequence number, to indicate the order in which the activities must be performed. Quotations available in “Fresh”/”Under Revision” statuses can be returned and quotations available in “Draft”/”Fresh” statuses can be deleted. Employee details section gives an overview about the employee who works on the site inspection. Additional information, accessories and remarks section, shows the extra information about the site inspection.

Select the “Maintain Site Inspection” link under the “Quotation” business component and the “Maintain Site Inspection” page appears.

Enter the following details in the header:

Site Inspection No.	The unique number defines the site inspection. Unique number followed by the respective year
	Help Facility Available.
Numbering Type	The values are populated from the “Numbering Class” business component. Use the drop-down list box to select the numbering type.
Status	The status of the quotation on entering all the mandatory fields. Status is system generated and user cannot select the status. Until all the required information is provided, status will be retained as “Draft”. The system displays any one of the following statuses: “Fresh”, “Authorized” and “Deleted”.
Opportunity Id.	The unique number identifying the Opportunity ID (Alphanumeric, 18). This ID identifies the details about the Opportunity against which this Quotation is being raised.
	Help Facility Available.
RFQ No.	The unique number that identifies the request for quotation.
	Help Facility Available.
Lease Quotation No.	Displays the lease quotation number.

Enter the following details in the “Customer Site Details” section:

Customer Code	The unique code that identifies the customer.
	Help Facility Available.
Customer Name	The name of the customer (Alphanumeric, 60).The system ensures that this field is not left blank in case if the type of customer is set to “Prospect”.
Ship To Id.	Allows to choose customer information. Throw error if invalid Ship to IDs (ML) are given. The system retrieves the Address Ids corresponding to the customer with “Active” status. Select the Address Id from the multiline and click the “ok” pushbutton to transfer it to the required page.
	Help Facility Available.
Site	The name of the site and displays the site information.
Address Line 1	The first address line of the customer.
Address Line 2	The second address line of the customer .
City	The name of the city in which the customer resides.
Country	The name of the country to which the state belongs.
Contact Person	The name of the contact person.
Phone	The telephone number of the customer.
Mobile	The mobile number of the customer.
Mail	The E-Mail ID of the customer.
Sales Person	The code identifying the sales person (Alphanumeric, 6). The system checks for the validity of the sales person code from the “Sales Person” business component if this field is specified.
	Help Facility Available.
Sales Person Name	The name of the sales person and it is based on sales person code.
Closing Remarks	Comments, if any.

Enter the following details in the “Employee Details” Multiline:

Date	Displays the date. Date on which site inspection done.
Employee Code	Unique code identifies the employee. The code identifying the employee who does the inspection is shown.
	Help Facility Available.
Employee Name	Displays name of the employee. Name of the who does the inspection is shown.
Unit Info	Information about the employee's unit. Displays the unit to which employee belongs.
Remarks	Comments, if any.

Enter the following details:

Additional Information	Extra information that needs to be added about the site.
Accessories	Accessories details if any.
Remarks	Comments, if any.

Click “Maintain” button to save site inspection details and status should fetch as 'Fresh'.
Click “Delete” button to deletes the current data. Status is equal to Fresh and user should change the state to delete. Quotations available in “Draft/Fresh” statuses can be deleted.
Click “Authorize” button and only Fresh status of site inspection number can allow authorizing the document. Authorization status shows the quotation is authorized.

To proceed do the following

Click “Maintain Equipment Quotation” link from the bottom of the page to create quotation for maintaining equipment.
Click “Specify Checklist” link from the bottom of the page for checklist specification.
Click “Attach Notes” link from the bottom of the page to add notes.
Click “Collaborate” link from the bottom of the page