Edit Scanned Quotation Header Data

Explanation

After scanning the document ,Step 2 of the Scan Sales Quotation assistant opens. In this step, user can verify the scanned and interpretated data and edit it if data is incomplete or inaccurate. Header data can be edited directly.

Customer: The short name or identification number of the customer. The value shows Customer Id and Name as interpreted from the scan, with a certain permitted deviation. It may be NULL if the scanned value is out of permitted deviation from existing customers registered in IFS Cloud. User can enter this value manually or select the customer from the List of Values.

Scanned Customer Name: This field shows the Customer Name as  returned from the scan engine. This is an indication whether the correct customer wis selected for the order.

Wanted Delivery Date/Time: The date on which the customer wants the order to be delivered. It can be a non-working day. It displays the scanned quotation’s demand date that returned from the scan engine andcan be edited manually. This field is not mandatory.

 Currency: The short code for the currency in which the customer is being charged. The currency is defined per customer when entering basic data for the customer. In this way, the currency is fetched automatically to the Scan Sales Quotation Header but it can be changed manually if required.

 

Prerequisites

The document is scanned successfully.

 

System Effects

Setting up the header data correctly is essential to identify the sales parts in the next step.