Add Quotation Lines from Sales Quotation Template
Explanation
When quotation lines are added on a sales quotation, you can use a sales
quotation template. There are seven different ways to use templates in the system.
The user can choose to obtain the suggested quotation lines:
- From a defined template
- From the customer's latest order
- From the customer's latest quotation
- From the customer's orders during a period
- From the customer's quotations during a period
- From a specific order number
- From a specific quotation number
Prerequisites
- A sales quotation header must have been entered and saved.
- A customer order template must have been created in the
Customer Order Template page.
System Effects
- Quotation lines are selected from the template and are added to the
sales quotation.