Create Customer (WO Quotation)

Explanation

Use this activity to enter information on a new customer when entering information on a work order quotation.

Prerequisites

See the 'Sales' main process, the 'Sales, Service Management' process model for information on the prerequisites for entering information on a new customer.

System Effects

As a result of this activity, the customer information can be be used when a work order quotation is entered.

Window

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Related Window Descriptions

New Customer

Procedure

Use the following to enter information on a new customer:

1. In Prepare Work Order Quotation, the Customer tab, select the New Customer operation. This opens the New Customer dialog box.
2. In the Customer No. field, enter the customer number.
3. In the Customer Group field, use the List button to select a suitable value.
4. In the Name field, enter the name of the customer.
5. In the Reference field, enter the name of the customer's contact person, if any.
6. In the Country field, use the List button to select a country code.
7. Enter the address information for the customer.
8. Enter information in the Payment Term, VAT Code, Discount, and Country fields. Use List of Values.
9. Save the information.