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DrillDown Icon Table of Contents Back
 . . . . . . . . . . . . .
DrillDown Icon Utility
DrillDown Icon Sales Management
DrillDown Icon Sales Order Mgmt
DrillDown Icon RMA Management
DrillDown Icon Sales Price List Information
DrillDown Icon Order Configurator (OPTIONAL Module)
DrillDown Icon Customer Quotations (OPTIONAL Module)
DrillDown Icon Quotation & Estimating
DrillDown Icon Prerequisites
DrillDown Icon Introduction
DrillDown Icon Fields & Definitions
DrillDown Icon How To .....
DrillDown Icon Find a Customer Quotation
DrillDown Icon Create a Quote
DrillDown Icon Add Materials to Quote & Transfer to Inventory
DrillDown Icon Quotation and Estimating Completion
DrillDown Icon Attach a Related Document
DrillDown Icon Customer Quotation Reports
DrillDown Icon FAQs
DrillDown Icon ManEx Minutes (QOT)
DrillDown Icon Component Quote Management
DrillDown Icon Customer Information (CI)
DrillDown Icon Sales Representitive Information (SR)
DrillDown Icon Inventory Management
DrillDown Icon Material Planning
DrillDown Icon Production
DrillDown Icon Quality/Engineering
DrillDown Icon Administration
DrillDown Icon eManEx
DrillDown Icon ManEx Minutes for All Modules
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Attach a Related Document

Find an existing Quote Record, or Add a new Quote record.

Depress the   button, and enter password.

The following screen will appear:

Depress the Add record icon, enter in a Document Number, REV, Doc Description, Doc Date, Doc Note; 

  

To load a document double click in the PDF File field and the following screen will appear:

Depress the Load Document button and the following screen will appear:  The PDF screen will allow you to load almost any type of document; (Word, Excel, pdf, Images, etc .... )

Locate the document and double click on it and the document will populate screen.

Depress the Save record icon to save or depress the Abandon changes icon to abandon changes.  The following screen will appear:

Depress the Save record icon to save or depress the Abandon changes icon to abandon changes. 

 

Once documents are saved the "Quote Related Documentation" button will display in Red. 

 

Article ID: 2493