Enter Customer (WO Quotation)
Explanation
Use this activity to link a customer to a work order quotation.
Prerequisites
Before the customer information is linked to the work order quotation, the
following must have been completed:
- The customer information must exist in
Customer.
- The current work order quotation must be retrieved in the window.
System Effects
As a result of this activity, the customer is linked to the work order quotation.
Window
Prepare Work Order Quotation
Related Window Descriptions
Prepare Work Order Quotation
Procedure
Use the following procedure to link a customer to a work order quotation:
- Select the
Customer tab.
- In the Customer No. field, use List of Values to select a suitable value. The customer
information is then displayed in the tab.
- Save the information for the work order quotation.
Note! You can modify the customer information by using the Customer
operation. This opens Enterprise/Customer/Customer.