Enter Sales Quotation Contact

Explanation

This activity is used to specify contacts for the sales quotation.

Prerequisites

• The sales quotation header must have been entered and saved.
• The contacts must have been entered on the Customer/Contact tab.

System Effects

As a result of this activity, customer contacts are entered for the sales quotation.

Window

Sales Quotation

Related Window Descriptions

Sales Quotation
Sales Quotation/Contact

Procedure

1. Open the Sales Quotation/Contacts tab and create a new record.
2. Select the Main Contact check box if the current record is the main contact for the sales quotation.
3. Enter a person ID or select one from the List of Values. The contact name, phone number etc. will be automatically retrieved.
4. Optionally, enter a short note in the Note field.
5. Save your changes.