Setting activity type for any quotation

Setting the activity type determines where the Quotation button is displayed. The Quotation button is shown in web client.

See the steps on how to create codes in Code maintenance.

  1. Select System configuration > Quotation settings.
  2. Select any of these quotation type:
    • Standard quotation
    • Equipment quotation
    • After sales quotation
    • Rental quotation
    • MCO quotation
  3. Select the activity type where quotations are made.
  4. Click Save.

    Proceed to the configuration steps of the selected quotation type.