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.