Most of the time, the customer agreement is received by email or phone. The user will then have to update the Quote status and put an accepted or denied value.
If the Quote is rejected, the user enters the denied value in the status field and the process ends. If the quote is accepted, the user updates the status and an automatic email notification will go to the CSR specified in the CSR field. The CSR will then create the order in SAP after receiving the purchase order document. The notification user when an order is created for a specific quote can be done by the CSR through notes or chatter if needed. |
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| If the Quote is accepted, Augusto updates the status and an automatic email notification will go to the CSR specified in the CSR field. Note that to be set the status <<Accepted>>, at least one of the quote line items must be flagged as accepted. | |
The user can now fill the Agreement section of the quote: This section is relevant for GBU which will not use the contract object. If the quote itselfis regarding as an agreement: |
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| In the "Agreement Status', Fernando can set "Send/Signed" to track the status. |
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| "Expiration Notice before" indicates the greater dates of: |
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| "Expiration Notice" allows the user to set an automatic reminder (task) X days before the 'Expiration Notice before' value. |
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