This page describes how to register the Quote Sales Agreement and the various methods available, which many are optional. The methods are usually done in the following order:
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Create a new Agreement
New agreements can usually be created directly from the user's home screen, but it depends on the active role. They can also be created from the Quote Sales Agreement Lists and from the card page.
There is also a method available to Copy to a New Agreement (QPA)
Estimated Additional Sales Cost
To add an estimated additional cost to the Quote Sales Agreement click Actions > Estimated Additional Sales Cost.
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To view more details on how this action is used, click here. |
Cost Analysis
See subchapter Cost Analysis (QSA)
Create a sales Agreement
From the quote, the user can do both:
Change Status
The Quote Sales Agreements are not posted to the G/L. They simply work as a sales agreement. Therefore there is no need to release or post the Quote Sales Agreement.
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