This activity is used to record the reason for winning the quotation. When
the customer responds to your quotation positively on one or several lines,
you will note the sales quotation as won. This can be done by clicking Status
and then clicking on Won Quotation Line sub command on the respective
line or lines which opens the Won
Information dialog. You can open it from either the
Sales Quotation/Quotation Lines page or the
Sales Quotation Lines page. In this dialog, you
can enter the reason for winning the quotation.
The status of the sales
quotation header will remain in Released status, and all quotation lines
without a won/lost reason will receive the same reason for win and will be set
to Won status. Note that only released, or possibly revised, lines can
be set to Won.
The quotation header must have been entered, saved and released before you can set the status to Won.
The status of the sales quotation line is set to Won and will receive
the information for win. There is no change of the status on the quotation header.
If the sales quotation is originated from a business opportunity, then
the business opportunity line also will be set to Won status and lines
will receive the same reason for winning.