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    Header Data

    Header Data

    Overview

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    Ribbon in the Header Data

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    1. Create a new offer
    2. Reload the information in the offer
    3. Print an offer document
    4. Build.One Chatbot - Currently in beta status
    5. Save your changes
    6. Undo your changes
    7. Whit this you can add new positions to the offer from your clipboard
    8. Whit this you can add new positions via drag and drop from an offer template
    9. Open the summaries dialog
    10. Recalculate the offer
    11. Transfer the dato form the offer to your ERP
    12. Send the offer via e-mail
    13. Use case specific functionality

    Offer-Header Data Panel

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    1. Offer number. This is an unique identifier for your offer
    2. Offer group. This is configurable in ?
    3. Offer Status
    4. Description field
    5. Assigned customer to this offer. For more information please see Customer ManagementCustomer Management
    6. Assigned contact to this offer- For more information please see Contacts Management Contacts Management
    7. Assigned currency to this offer. Currencies are maintained in CurrenciesCurrencies
    8. Assigned language to this offer.
    9. Internal information for this offer
    10. Warehouse information
    11. Source offer
    12. Target document
    13. Accountable person for this offer
    14. Responsible person for this offer
    15. Vendor for this offer
    16. Request date of the offer
    17. Delivery date of the offer
    18. Target date for the offer
    19. Valid date for this offer
    20. Information for the request date
    21. Information for the delivery date
    22. Starting date for this offer
    23. TAX date for this offer
    24. Assigned project for this offer
    25. Offer attributes
    26. Currency logic for this offer?
    27. Assigned TAX rate for this offer

    Terms & Conditions Panel

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    1. Payment type for this offer
    2. Delivery type for this offer
    3. Term of payment for this offer
    4. Delivery conditions for this offer
    5. Destination target for this offer
    6. Destination country for this offer
    7. Payment guarantee for this offer
    8. Contractual penalty for this offer
    9. Guarantee
    10. Release level
    11. Release status
    12. Related text module as seen here Text Modules Text Modules
    13. Second related text module as seen here Text Modules Text Modules
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