Defining Offer Record - Documentation
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Proposals - Defining Offer Record

  • General Information

    This is the screen where the offer record is defined.

    To create a quote record, the following information is entered: Supplier, Customer, Quote No, Probability of Realization, Quote Category, Source, Quote Language, Subject, Description, Date Information, Delivery Features, Price Settings, Copyright Item Settings, Fields to be Displayed, Fixed Fields, and Feature Sets. Once all details are completed, the record is saved by clicking the Save button.