Difference between revisions of "2.9 Extract and Send Quotation to the Customer"

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To extract the necessary Quotation information from the system, create the OUTPUT from the quotation by following the menu path below:
 
To extract the necessary Quotation information from the system, create the OUTPUT from the quotation by following the menu path below:
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''Extra > Output > Header > Edit''
 
''Extra > Output > Header > Edit''
  

Latest revision as of 20:29, 5 February 2014

Extract and Send Quotation to the Customer
Performer: Customer Service
Role: C.S. Representative
Transaction : WingsII - VA23 / Corporate e-mail

To extract the necessary Quotation information from the system, create the OUTPUT from the quotation by following the menu path below:

Extra > Output > Header > Edit

Sendquotationtopartner.png

Select the OUTPUT BA00:

Sendquotationtopartner1.png

Follow the same procedure described in chapter 2.3 Print the provisional packing list. Save the quotation and click on Sales document\Issue Output To:

Salesdocumentoutput.png

Select the output BA00 and click on the preview button Preview.png to dislay the quotation Printout on the screen:

Sendquotationtopartner2.png

This output has a standard layout (not customized for WFP or UNHRD) but it can be partially used to request Customer’s pre-acceptance of services proposed prior to SO and PI stage. Move to the center of the printout displayed on the screen and copy into a printshot the table that reports the all the amounts (prices, margins and MRCs) of the quotation as core information to be submitted to the customer:

Sendquotationtopartner3.png

Send the abstract of the above Quotation document, with the total value, to the Customer through the Customer Service mailbox, making reference to the Inquiry number, together with the Provisional Packing List generated from the Quotation.