Professional Documents
Culture Documents
Click on Quote
Quote Form
Quote Line- Details to provide serial number details-This step is not required in vision
Quote Line- Details to provide serial number details-This step is not required in vision
Quote - Lines
Quote - Customer
Quote-Submit Draft-Eligibile
Quote_Approval
Quote-Status Change
Quote-Status
Quote-Status-Changed to Entered
Quote to Order
Now we switch to Order Management. Once the Quote status gets changed to Entered. Automatically Quote number becomes Order number. Here Our Quote number is 1036 and Order number will be 1036 with same details
OM-Order Organizer
Order is booked
Order screen
Order Managment
After the Receiving is done in Purchasing Module. We need to go Order Management and run the Workflow Background process (Usually business has this program Auto Scheduled). After the Workflow Background process completes, Auto Invoice master program runs and generates Invoice.
Invoice Details
RMA: Step1
RMA : Step2
RMA : Step3
RMA : Step3
RMA : Step3