Use this activity to change a communicated quotation (a released and printed quotation, or a rejected quotation). Changing a communicated quotation changes the revision number and sets the status to Revised. A revised quotation must be released again. It is also possible to release single lines. When single lines are released, the status of the header is unchanged.
Every time the quotation is changed and a new revision is created, the changed data will be stored in the database and shown in the history page and in the quotation line history.
New entries and changes to the following data will generate a new revision number and new history information:
Coordinator
Expiration Date
Delivery Terms
Ship Via
Payment Terms
Wanted Delivery Date
Salesperson
Delivery Address
Charges
Quotation Line
Quantities
Prices
Supply Code
Wanted Delivery Date
Delivery Terms
Ship Via
Promised Delivery Date
Discounts
Price-breaks
Delivery Address
A new revision for quotation is created and header status is set to Revised. Changes triggered the revision are displayed in the quotation header and line history.