Create Business Activity from Request for Quotation and Agreement

Explanation

This activity is used to create a business activity for Quotations and Agreements when needed. This can be done by right-clicking a row in the Request for Order Quotation/Supplier or Request for Agreement Quotation/Supplier window, and then clicking Create Business Activity. From Order Quotation, Agreement Quotation and Supplier Agreement you right-click in the header. The Create Activity from Request dialog box will then be displayed for entering information.

Prerequisites

The request for order/agreement quotation must have a different status than Cancelled and only one supplier row can be highlighted.

System Effects

A business activity is created and you get a question whether you want to view the activity or not. You can find it later in the Business Activity window.

Window

Request for Order Quotation,
Order Quotation
Request for Agreement Quotation
Agreement Quotation
Supplier Agreement

Related Window Descriptions

Request for Order Quotation
Order Quotation
Request for Agreement Quotation
Agreement Quotation
Supplier Agreement
Create Business Activity from Request/Agreement

Procedure

  1. Use the Populate or Query function to display the appropriate request in the Request for Order Quotation/Supplier, Request for Agreement Quotation/Supplier, Order Quotation, Agreement Quotation or Supplier Agreement window.
  2. In the request for quotations windows right-click on a supplier row, for Quotations and Supplier Agreements right-click in the header.
  3. Click Create Business Activity. The Create Activity from Request/Agreement dialog box is displayed.
  4. Enter necessary information in the fields of the window.
  5. If needed, update the main representative ID.
  6. Confirm by clicking OK.
  7. A question appears showing the ID for the Business Activity created. You can choose whether you want to open it in the Business Activity window or stay in the current window.