Inquiry

Under this tab you register different types for inquiry. When you first start up the system, you only have the order type called Inquiry. This cannot be deleted or inactivated, nor can you change the basic type.

Prefix

A prefix with up to 3 characters can be entered and the system will then automatically add the prefix at the start of the number loaded from the number series. For example when registering inquiries and the next number in the number series is 1001 and the prefix is S on the inquiry type, then the inquiry number will be set to S1001.

Name

The name of the inquiry order type. By using the button Translations you can translate the text to the different active languages registered in the system. Read more about language management for translatable texts.

Basic type

The basic type decide the function of the inquiry order type. Today, only the Inquiry basic type is available when creating a new order type for inquiry.

Rate type strategy

With this setting you decide which rate type should be used for the order type. According to supplier is selected by default. This means the rate type entered for the supplier primarily will be used. When choosing the According to order type alternative, you get to select a specific rate type. The different rate types in the system are the ones registered in the Currencies procedure, under the Rate types tab.

Posting group

Here you select the posting group for the inquiry order type. The available posting groups are of the type Purchase in the Posting matrix procedure.

Document structure

By using the Document structure button you can define which documents should be printed by default together with inquiry of this order type. The documents can, for example, be front pages, and agreements. The documents that you select here will be automatically added to the Document structure tab in the Register inquiry procedure. This applies to new inquiries of this order type.

You can add or insert documents in the order you please, to the main document. Click on Add new row at the end to add the actual main document (quote, order). This document is displayed as a gray row (see the below image).

If you do not use document structures, the main document will be printed even if you have not added the main document here (the gray row marked in the above image).

External document files can, for example, be PDF files that you select from a path, using the Browse button , and give a name in the table. Please note! It should preferably be a UNC path and not a path to a shared unit or a local unit. The reason for this is for the path to be accessible for other users if they should be able to print the documents. A UNC path is written as follows: \\ComputerName\SharedFolder, for example, \\file_server\documents.

One example of document structure is that you first have a front page, then a page with agreement text, then the actual main document, a finally an end/final page.

A document structure can be default. This is primarily decided by the order type and the language of the recipient's mailing address, but you can change the specific document files which should be included in this particular document structure together with the main document. You define default document structures per order type in the Order types procedure.

You add or insert an optional number of document files in the table, and place them in the order you want them. Changes you make will be saved for the record in question in the procedure.

Please note! To add an external document file ahead of the main document, you must mark the Document row (putting it in focus) and then click the button called Insert new row (Shift + F5) on the function menu.

The result is a compound document containing all document files including the main document in the order they were placed in the document structure. If you send this as an e-mail to the recipient, a single PDF file will be created of all the document files including the main document, and it will be attached in the e-mail. If you print the document structure, all the documents will be printed in the same order as in the table.

Priority

The priority is used to prioritize quotes, inquiries, orders, or projects. The default value here is 9. You can enter a digit between 1 and 9, where 1 is the highest priority. This field cannot be left empty.

This priority of the order type for inquiry is always combined with the priority of the supplier, when the priority of the inquiry is decided. The highest priority of the order type and supplier is therefore the inquiry's priority.

Activity template

The activity template you select here will by default become linked to new inquiries you create using this order type for inquiry. Activity templates are predefined sets of activities for the inquiry. They are managed under the Activity templates tab in the Basic data With "basic data" we refer to the static records in a database, for example parts, customers, users, work centers, etc. – SRM procedure. The activity template of the inquiry is possible to change at a later time.

Active

With this setting you decide if this order type for inquiry should be active or not. A deactivated inquiry type will no longer be available for the users in the system.