View Open Quotations to Expire in 30 Days
Explanation
Use this activity when you want to view information about open quotations
which will expire in 30 days. This activity is intended for a B2B user acting
as a B2B Customer.
You can perform this activity in the Lobby Page: Order Management for
Customers and lobby link: Open (Expire in 30 Days) and from lobby
element: Quotations.
Notes:
- Definition of open quotations to expire in 30 days:
- Quotations’ header have Released status.
- They have at least one line in Released status.
- Do not have any line in Planned status.
- Their Expiration Date is within 30 days.
- Quotations with rental lines are excluded.
Prerequisites
- In the Customer page, the B2B
option must be enabled for the appropriate customer.
- Only quotations connected to the user’s default customer, set up in
B2B User – Customer page, are presented.
System Effects
N/A