E-mail Quotation
Explanation
This activity is used to e-mail a sales quotation to a customer as an attached
Portable Document Format (PDF) file. The file will be marked as Preliminary
if the quotation header or any of its lines have not been released. If the quotation
header is in Released status when the e-mail is sent, the Printed
option will be enabled and the quotation date will be stored.
It should be noted that changing a printed or rejected
quotation, i.e., changing the additional discount percentage on the header,
with Released or Rejected status
creates a new revision, sets the status to Revised and disable the
Printed option.
Prerequisites
This activity has the following prerequisites.
- IFS/Print Server and IFS/Connect should have been installed.
- Print Server Archiving has to be enabled.
- The PDF_REPORT_CREATED event must be defined and enabled.
- On the Customer/Address/General Address Information
tab, in the Comm. Method area, the communication method should
be set to E-mail and the receiver's e-mail address must be specified
in the Value field for the respective customer name.
The same customer name should be given in the Customer Contact field
of the Customer/Address/Sales Address Information
tab.
- A value in the Reference field must have been entered in the
Sales Quotation/Order Details tab. If a valid
customer contact exists in the Customer/Address/Sales Address Information
tab, then that value will automatically be set as the reference value, and
be used as the e-mail address of the receiver.
- The customer category for the sales quotation should be Customer.
- The sales quotation should be in Planned, Released,
Reject or Closed status.
System Effects
The sales quotation(s) are e-mailed to the respective customer(s), using
IFS/Connect and the rules specified for the event PDF_REPORT_CREATED.