Quotation in TMS set up
Authorization object: STAADROFFKO
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Contents
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Function in the order
COMPANY → GENERAL COMPANY PARAMETERS
Activate quotations as a program
Open the Specials tab in the general company parameters.
The Quotations/Use ECM field must NOT be activated:
→ Â
Info: Instead of the quotation you can also use the program ECM im TMS.
ADMIN → NUMBER RANGES
The entry of a quotation requires a number range.
The number range ADROFFKO is already available if the quotation function has already been used in the basic data.
Otherwise you need to create a yearly number range in basic data Number ranges in ADMINÂ with code ADROFFKO.
ADMIN → REPORTS/FORMS
Configure forms
Forms ADROFFKO and OPROFILE are recorded as standard forms.
The form ADROFFKO is used for the quotation,
the form OPROFILE also contains the instructions for a quotation.
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The report layouts can be customized (subject to charge).
To integrate your own reports into the quotation,
enter Prg ID2 = OF in basic data ADMIN → REPORTS and
enter category = OF in ADMIN → FORMS.
The forms appear on the Forms tab in the quotation.
The printer settings are made in the basic data Forms in Forms in ADMIN.