To scan a customer's
Request for Quotation file (e.g. pdf, bmp, jpg, png), open the assistant
"Scan Sales Quotation". Site and Coordinator are preset with default Site of
current user and with Coordinator which is assigned to current user. Both
fields can be edited.
Site: The site is automatically displayed and
is the default site to which you are connected in Sites per User. You
can change the site manually or use the List of Values. You can choose
between sites that are connected to your user ID in Sites per User. A
site is normally referred to as a geographic site, where, for instance, one
company can have several sites, each one with a separate address. Sites are
defined in Site page.
Coordinator: The identification of the
person responsible for coordinating the handling of sales quotations and
customer orders. The coordinator is automatically filled in when a
coordinator is connected to your user ID. This connection is done in Sites
per User page. If no coordinator is connected to your user ID, you can
indicate a coordinator manually.
The right to use the assistant "Scan Sales Quotation" must be granted to the current user.
The Site and Coordinator
are defined for the quotation to be
scanned in the next step. To proceed, select the file to scan.