This activity is used to record the reason for winning the quotation. When
the customer responds to your quotation positively on one or several lines, you
will note the sales quotation as won. This can be done by right-clicking and
clicking Won Quotation on the respective line or lines which opens the Quotation Won
dialog box. You can open it from either the Sales
Quotation/Quotation Lines window or the Sales Quotation
Lines
window. In this dialog box, you can enter the reason for winning the quotation.
The status of the sales quotation header will remain in Released status,
and all quotation lines without a won/lost reason will receive the same reason
for win and will be set to Won status. Note that only released, or
possibly revised, lines can be set to Won.
The quotation header must have been entered, saved and released before you can set the status to Won.
The status of the sales quotation line is set to Won and will receive
the information for win. There is no change of the status on the quotation
header.
If the sales quotation is originated from a business opportunity, then the
business opportunity line also will be set to Won status and lines will
receive the same reason for winning.
Sales
Quotation
Sales Quotations
Sales Quotation
Sales Quotations
Quotation Won
In the Sales Quotation window:
In the Sales Quotation Lines window: