Enter Quotation Competitors

Explanation

The purpose of entering the competitors on the sales quotation is to have defaults for the sales quotation lines. The competitors are entered in the Sales Quotation/Competitors tab window. When quotation lines are entered after this, they will get the competitor lines copied to them. It is possible to change the competitors on quotation line level.

Prerequisites

• Competitors must have been entered in the Sales Basic Data/Competitors tab window.
• The sales quotation header must have been entered and saved.

System Effects

As a result of this entry, a competitor competing sales quotation is saved as a default for the quotation lines.

Window

Sales Quotation

Related Window Descriptions

Sales Quotation
Sales Quotation/Competitors

Procedure

1. Select the Sales Quotation/Competitors tab, and then select New.
2. Enter the ID for the competitor in the Competitor ID column, manually or by using the List of Values. The competitor's name is automatically filled in by the system.
3. Enter the ID for the competitive reason in the Compete ID column, manually or by using the List of Values. The description of the competitive reason is retrieved.
4. Save when completed.

Optional steps (remember to save your entries):

• You can enter a short note in the Note column.
• You can select one or several main competitors by selecting the check box in the Main Competitor field.