Pipeline Quotes-Detail/Details Page

When you click on the View Record Details icon Detail for a specific record on the Pipeline Quotes-Detail Search Results Grid page, the Pipeline Quotes-Detail/Detail page opens for that record.

The following list defines every field on the the Sales Pipeline Quotes-Detail/Details page:

  • In the Main Context section, the Company number and Sales Order Number display as reference information for the detail record you are viewing.

  • The Customer Information section contains the Customer Code, Account Type, Account Status and Customer’s PO No fields.

  • The Quote Information section contains the Trade Show Code, Campaign Code, Probability %-Orders, Projected Close Date, Close Date Fiscal Year, Close Date Fiscal Period and Quote Expiry Date fields.

There are also several Related links located at the bottom of the Details page that display further information about the invoice. The related links include:

  • Order Header(OE45)
  • Order-Products(OE45)
  • Orders-Supplementary Charges(OE45)
  • Orders-Comments(OE45)
  • Order Notes
  • Dedicated Purchase Orders(OE45)

The Details page contains several action buttons. For more information about these buttons click here.

 
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