Entering a Contract Quotation - Partners Card
This page describes the fields on the 'Partners' card of the Contract Quotation record. Please follow the links below for descriptions of the other cards:
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- Partner
- Paste Special
Suppliers in Contact register
- If this Quotation is for a Contract that will be subcontracted, you can record the name of the subcontractor company here. When you press Return, the Supplier's name and contact will be entered into the appropriate fields.
- Contact
- Paste Special
Contact Persons setting, Sales Ledger
- Record here your contact at the Supplier company. The 'Paste Special' function only lists Contact Persons for the Supplier in question.
- Partner Name
- The Supplier Name is entered after you have entered the Supplier Number.
- Make Contact
- Paste Special
Choose date
- As a reminder, enter the date on which the Customer is next to be contacted regarding this Quotation.
- Attn.
- Paste Special
Contact Persons in the Contact register
- Default taken from Contact record for the Customer
- Record here the person for whose attention the Quotation is to be marked. The 'Paste Special' function only lists Contact Persons for the Customer in question.
- Referring To
- Use this field to record reminder notes for the next call. Further notes can be recorded on the 'Comments' card.
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The Contract Quotation register in Standard ERP:
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