E-mail Quotation

Explanation

This activity is used to e-mail a sales quotation to a customer as an attached Portable Document Format (PDF) file. The file will be marked as Preliminary if the quotation header or any of its lines have not been released. If the quotation header is in Released status when the e-mail is sent, the Printed check box will be selected and the quotation date will be stored.

It should be noted that changing a printed quotation, i.e., changing the additional discount percentage on the header, with Released status  creates a new revision, sets the status to Revised and clears the Printed check box.

Prerequisites

This activity has the following prerequisites.

• IFS/Print Server and IFS/Connect should have been installed.
• Print Server Archiving has to be enabled.
• The PDF_REPORT_CREATED event must be defined and enabled.
• On the Customer/Address/General Address Info tab, in the Comm. Method area, the communication method should be set to E-mail and the receiver's e-mail address must be specified in the Value field for the respective customer name. The same customer name should be given in the Customer Contact field of the Customer/Address/Order Address Info tab. 
• A value in the Reference field must have been entered in the Sales Quotation header. If a valid customer contact exists in the Customer/Address/Order Address Info tab, then that value will automatically be set as the reference value, and be used as the e-mail address of the receiver.
• The customer category for the sales quotation should be Customer.
• The sales quotation should be in Planned, Released or Closed status.
• The Quotation check box in the Customer/Order/Misc Customer Info tab should be selected.

System Effects

The sales quotation(s) are e-mailed to the respective customer(s), using IFS/Connect and the rules specified for the event PDF_REPORT_CREATED.

Window

Sales Quotation
Sales Quotations
 

Related Window Descriptions

Sales Quotation
Sales Quotations
E-mail Sales Quotation

Procedure

1. Open the Sales Quotation or the Sales Quotations window, and query for the required sales quotation. You can select multiple quotation lines for multiple customers using the Sales Quotations window.
2. Right-click the header and click E-mail Quotation and the E-mail Sales Quotation dialog box will open.  
3. Modify the e-mail addresses, if required, and click OK.