This activity is used to send a request quotation to the customer for review and approval. Sending the quotation marks the transition from internal preparation to customer communication and makes the quotation content, pricing, and terms available for the customer’s decision.
Before a quotation can be sent to the customer, any required internal approval steps must be completed. If approval steps have been defined for the quotation, all designated approvers must approve the quotation before it can be sent. If no internal approval steps are defined, the quotation can be sent directly to the customer.
As a result of this activity, the Request Quotation is sent to the customer and its status is updated to Sent to Customer. Once this is done, User will not be able to make any further changes to the Request Quotation.