Enter Sales Quotation Related Accounts

Explanation

This activity is used to specify related accounts other than the header account of the Sales Quotation. An account role can be specified in order to describe the relationship of each related account with respect to the sales quotation.

Prerequisites

• The sales quotation must have been entered and saved.
• The accounts must have been entered on the Account CRM page or Customer page.
• Account roles must have been entered on the CRM Account Roles page.

System Effects

As a result of this activity, related accounts are connected to the sales quotation.

Pages

Sales Quotation

Activity Diagrams

Enter Sales Quotation
Enter Sales Quotation, CTO