Tab
Enquiry
Critical Fields:
1. Business Partner: We can select existing/new customers here and this field is used to maintain customer
2. Consumer : Used to mention the consumer name
3. Currency : Used to mention the Currency Name in the document
4. Expected Close Date : Estimated Close date of the Enquiry
5. Sales Representative : This field is used for sales rep updating purposes, It will display from the employee master when the sales rep field is checked
6. Opportunity Amount : Used to Mention the Opportunity Amount
Critical & one-time setup fields:
1. Organization : This field is used to select the organization
2. Document Type : This Field is used to select the type of document that you are going to process
Non-Critical Fields:
1. Campaign: This field is used to select the campaign type
2. Description : Used to mention the extra details about the Document.
3. Comments : Used to maintain the comments about the document.
Zoom Conditions:
Product
Critical Fields :
- Line : Used to mention the line number
- Product : Used to mention the product name in the tab
- Description : Used to Maintain the Extra details about the document
- Quantity : Used to mention the Quantity Details
- UOM : Used to maintain the Unit details about the Product
- Attribute Set Instance : Used to maintain the Attribute details about the product.
Activity
Critical Field :
- Start Date : It is used to give the Activity start date
- End Date : It is used to give the Activity end date
- Sales Representative : It is used to select the sales rep for this activity
- User Contact : Used to select the User contact from this Activity
- Activity Type : Used to select the activity type like E-Mail, Meeting, Online Meeting, Phone Call, Task
- Travel KM : Used to maintain Travel kilometer
- Follow Up : This Check box is used to Mention if the follow up is required or not
- Complete : This check box is used to maintain the activity is completed or not
- Follow Up Date : Used to mention the follow up date
- Remind Before : Used to mention the Remind Before time
- Sub Activity : Used to mention the sub activity type from the master.
- Complete : This Check box is used to mention that the activity is completed or not.
Non-Critical Field :
- Description : Used to give the extra details about the activity
- Comments : Used to maintain any comments about the Activity
Custom Fields
Critical Fields:
1. Sequence: Method of ordering records (lowest number comes first)
2. Custom columns: Additional field used for reporting purposes
3. Value : It is used to give the value of the custom column
4. Description : Used to maintain the extra details about the Custom column.