Enquiry

• Introduction
• Introduction
• Tab
• Enquiry
• Product
• Activity
• Custom Fields
• Document Actions
• Validations
• Process
• Process
• Videos

Introduction

Introduction

The Enquiry window is used to maintain the Enquiry Data about the particular Business partner with the product details.

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 

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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

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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.

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Zoom Conditions:

 

Product

Critical Fields : 

1. Line : Used to mention the line number
2. Product : Used to mention the product name in the tab
3. Description : Used to Maintain the Extra details about the document
4. Quantity : Used to mention the Quantity Details 
5. UOM : Used to maintain the Unit details about the Product
6. Attribute Set Instance : Used to maintain the Attribute details about the product.

Activity

Critical Field :

1. Start Date : It is used to give the Activity start date
2. End Date : It is used to give the Activity end date
3. Sales Representative : It is used to select the sales rep for this activity
4. User Contact : Used to select the User contact from this Activity
5. Activity Type : Used to select the activity type like E-Mail, Meeting, Online Meeting, Phone Call, Task
6. Travel KM : Used to maintain Travel kilometer
7. Follow Up : This Check box is used to Mention if the follow up is required or not
8. Complete : This check box is used to maintain the activity is completed or not
9. Follow Up Date : Used to mention the follow up date
10. Remind Before : Used to mention the Remind Before time
11. Sub Activity : Used to mention the sub activity type from the master.
12. Complete : This Check box is used to mention that the activity is completed or not.

Non-Critical Field : 

1. Description : Used to give the extra details about the activity
2. 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. 

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Critical & one-time setup fields:

 

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Non-Critical Fields:

 

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Zoom conditions:

Document Actions

Validations

Save :

1.System will check the all mandatory fields

Delete :

1.System will delete the Document and its history details

Document action prepare :

1.System will check the period details and master data's checking

Document action complete :

1.Once document action is complete ,all fields are update in read only

Document action void/reverse correct actual :

1.Void- system will reverse all the transaction data's and change the document status to Void

Document action close :

1.system will check whether all the activity for the document is completed and change the Document status to close.

Process

Process

Create SO Enquiry :

1. Business Partner : Used to select the Business partner name for sales order
2. Document Type : Used to select the Sales Order document type
3. Price List : Used to select the price list for the sales order.

Process Use : 

  This is used to create the sales order from the Enquiry Document.

Videos