Enable project and element field on quotation line level

Today it is only possible to enter project number and project element on the quotation header, which is not sufficient. It should be possible to enter project number and project element on the quotation line level as well.

Solution:

When a quotation is created, project and element are entered on the quotation header default to the quotation line, where you can change project and/or element. When creating a customer order from the quotation, the customer order header needs to have project and element from the quotation header, and the customer order line has to have project and element from the quotation line.

To support this, the new PROJ and ELNO fields are added to the following tables and programs:

• QULINE (Quotation line) table

• data structure - QUS200DS

• 'Quotation. Create' (QUS090); the added new fields are user controlled via settings on the P-panel.

• In 'Quotation. Open Lines' (QUS101) - the new fields (user controlled) are added on panel E

• In (QUS091), when quotation line is created, PROJ and ELNO are created on the line (QULINE) from the quotation header.

• In 'Quotation. Open' (QUS100) when taking related option 14-'Create order', the new fields, PROJ and ELNO are updated on file OXLINE. The values are taken from QULINE, that is the created customer order line gets PROJ and ELNO values from the quotation line.

• In QUS100MI, the following transactions are updated with the fields PROJ and ELNO:

  • AddQuote

  • AddQuoteHead

  • AddQuoteLine

  • LstQuoteLine

  • UpdQuoteHead

  The handling of PROJ and ELNO is included in the transactions.