Add Sales Lines to Request Task

Explanation

This activity is used to manage sales lines in the Request Task Sales tab. Sales lines defined in the connected Standard Task with Auto Add to Task enabled are automatically created in the Request Task. Sales lines where the Auto Add to Task toggle is disabled are optional and can be manually added through the Add-On Sales assistant.

Sales lines retrieved from the Standard Task are filtered based on the Company and Sales Site defined in the Request Task's Service Organization. Users can select multiple predefined sales lines in the Add-On Sales assistant and move them to the Added Sales Lines section before confirming.

Manual creation of new sales lines within the Add-On Sales assistant is restricted to External and Expenses cost types. Fixed Price sales lines cannot be created manually and must originate from the Standard Task.

Prerequisites

System Effects

As a result of this activity Sales line will be added to the Request Task.