Enquiry

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 customer2. Consumer : Used to mention the consumer name3. Currency : Used to mention the Currency Name in the document4. Expected Close Date : Estimated Close date of the Enquiry5. Sales Representative : This field is used for sales rep updating purposes, It will display from the employee master when the sales rep field is checked6. Opportunity Amount : Used to Mention the Opportunity Amount

Critical & one-time setup fields:

1. Organization : This field is used to select the organization2. 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 type2. 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.

Critical & one-time setup fields:

Non-Critical Fields:

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 :

Business Partner : Used to select the Business partner name for sales order

Document Type : Used to select the Sales Order document type

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