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Knowledge Center

Follow up on Rental Quotes

After the Sales Quote (CQU has been forwarded to the customer, the customer must either confirm or decline the offer within the period of validity of the quote. If the customer declines, or the validity expires without any response from the customer, the CQU is set to Status 9 (Order lost). If the customer responds with a request for change, and you accept the change, the CQU can then be transported to a new CQU with all the information from the original CQU.

If this offer is accepted by the customer, the CQU is transferred to a Sales order (COA). The target COA is referred to in the Dest field to the right with the reference number in the item view.