Managing Customer Request – A summary of the activity

 

  

This activity enables you to record and manage request for quotation by a customer. You have the option to record request for a quotation for Part Sale or Exchange or Service. Also an already created request details can be modified in this page.

Features

 

Modify already created customer requests

• Register the Contact details of a Prospect (i.e.) Customer who is not registered in the system as a regular one

• Define contact details valid only for this transaction for existing customers

• Check the Part Availability before raising an RFQ

• Provide the Terms and Conditions for Shipment

• Request for Quotation for Parts not defined in the system

• Mention Expected Delivery Date in the requests

• Option to decide not to process a request into a Quotation

• This screen can be launched as a left pane activity or from customer portal. Prospect identification in customer portal shall be managed by the login using the Guestrole defined in the Define Process Entities screen.

• Automation of customer requests  from part sales, repair or exchange into customer orders based on option settings.

 

Processing Customer Requests into Customer Order

The system processes the customer requests only if the following conditions are true:

• CR’s with Request Type as Order

• CR’s with status as ‘Confirmed’

• For Sales if the parameter "Auto Generation of Part Sale Order on confirmation of Customer Request for 'Sales' " is set as 'Yes' or 'Yes Based on Rules.

• For Repair, if the parameter "Auto Generation of Customer Order on confirmation of Customer Request for 'Repair' " is set as 'Yes' or 'Yes Based on Rules.

• For Advance Exchange if the parameter "Auto Generation of Customer Order on confirmation of  Customer Request for 'Advance Exchange' " is set as 'Yes' or 'Yes Based on Rules.

Note: The system does not perform Request Processing if the parameter for the Auto Generation of Customer Order for all or any one of the business lines (Sales /Repair/Advance Exchange)is set as 'No'

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Getting familiar with the controls

Go to	To carry out the task
Edit Terms and Conditions	Editing terms and conditions of the customer request
Upload Documents	Uploading documents for reference
View Associated Doc Attachments	Viewing files belonging to a business component, with respect to the reference documents