In this final step a Sales Quotation is created from the assistant and processed after adding Additional Options. As the 3rd step of the assistant "Additional Options", is optional, the Sales Quotation can also be created from previous step "Review Quotation" with default Processing Parameters.
The following header information is mandatory to finish the assistant and create a Sales Quotation:
Site (1st step "Scan Quotation", should be inherited from user default site)
Coordinator (1st step " Scan Quotation ", may be inherited from user default)
Customer (2nd step "Review Quotation")
Currency (2nd step "Review Quotation ", should be inherited from customer default)
The following line information is mandatory to finish the assistant and create a customer order:
Sales Part No (2nd step "Review Quotation")
Sales Qty (2nd step "Review Quotation")
Further prerequisites, depending on the settings of the Additional Options:
IFS/Print Server and IFS/Connect have to be installed.
Print Server Archiving has to be enabled.
The PDF_REPORT_CREATED event must be defined and enabled.
As a result of this activity, Sales Quotation/s is created with the Planned status.
If user update the e-mail address to a different value, the e-mail will be sent to the updated address when executing.
The Sales Quotation is e-mailed or printed based on the selected Boolean value.
In Solution Manager/License Management/License Metrics a counter "Machine learning usage in Sales Quotation Scanning for the last 30 days." is added. Every performed scan of a Sales Quotation is registered to this counter.