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Select the “Manage Queries On Quotation” link under the “Sales Office Desktop” business component.
The “Manage Queries On Quotation” page appears.
Enter the following details in the “Search Criteria” group box: Data entry in the following fields is optional.
Quotation No. From |
The starting number identifying the quotation. (Alphanumeric, 18). |
Quotation No. To |
The ending number identifying the quotation. (Alphanumeric, 18). |
Quotation Date From |
The starting date in the range of quotation from which the queries must be retrieved. (Date Format). Ensure that the entered date is lesser than or equal to “Quotation Date To”. |
Quotation Date To |
The ending date in the range of quotation from which the queries must be retrieved. (Date Format). Ensure that the entered date is lesser than or equal to the system date. |
Customer Code From |
The starting unique code identifying the customer. (Alphanumeric, 18). |
Customer Code To |
The ending unique code identifying the customer. (Alphanumeric, 18). |
Customer Name |
The name of the customer. (Alphanumeric, 40). |
Org. Unit |
Use the drop-down list to select the organizational unit. The values based on CIM (Component Interaction Model) mapping gets populated. |
Note: The system displays the login OU as default in Organization Unit combo. If login OU doesn’t have any sales quotation component, then the system defaults with any other OU that has Sales Quotation component.
Customer Item Code |
The unique code identifying the customer item. |
Item Code |
The unique code identifying the item. |
Variant Code |
The unique code identifying the variant of the item. |
Click the “Search” pushbutton to retrieve the search results.
The system retrieves the quotation number from quotation component along with other details for which queries are in pending status.
The system displays the following details in the “Search Results” multiline:
Quotation No. |
The unique number identifying the quotation. |
Amendment No. |
The number identifying an amendment made on the Quotation. |
Quotation Date |
The date on which the quotation was created. |
Org. Unit |
The Organization Unit of the PO. |
Customer Code |
The unique code identifying the customer. |
Customer Name |
The name of the customer. |
To proceed, carry out the following
Select the “Create Queries On Quotation” link at the bottom of the page to create the queries based upon quotation.
Select the “Attach Notes” link at the bottom of the page to specify notes.
