In this final step a Sales
Quotation is created from the assistant and processed after adding
Additional Options. As the 3rd step of the assistant "Additional Options",
is optional, the Sales Quotation can also be created from previous step
"Review Quotation" with default Processing Parameters.
The following header
information is mandatory to finish the assistant and create a Sales
Quotation:
Site
(1st step "Scan Quotation", should be inherited from user default site)
Coordinator
(1st step " Scan Quotation ", may be inherited from user
default)
Customer (2nd
step "Review Quotation")
Currency
(2nd step "Review Quotation ", should be inherited from customer
default)
The following line
information is mandatory to finish the assistant and create a customer
order:
Sales Part No (2nd
step "Review
Quotation")
Sales Qty (2nd
step "Review
Quotation")
Further prerequisites,
depending on the settings of the Additional Options:
IFS/Print Server and IFS/Connect have to be installed.
Print Server Archiving has to be enabled.
The PDF_REPORT_CREATED event must be defined and enabled.
As a result of this activity, Sales Quotation/s is created
with the Planned status.
If user update the e-mail address to a different value,
the e-mail will be sent to the
updated address when executing.
The Sales Quotation is e-mailed or printed based on the selected Boolean value.
In Solution Manager/License Management/License Metrics
a counter "Machine learning usage in Sales Quotation Scanning for the
last 30 days." is added.
Every performed scan of a Sales Quotation is registered to this counter.