Sales Quote Template Records
As a general rule, the sales quote in QAD Enterprise Applications is created by taking a copy of the predefined template and then overlaying the template values with the field values supplied by QAD CRM.
Create a sales quote template record against each integrated domain you specified in the ERP Management Control setting.
To create a sales quote template record:
• Log in to QAD Enterprise Applications – Enterprise Edition.
• Go to Sales Quote Maintenance (7.12.1) and create a sales quote record with the following details.
Quote: QADCRM
Sold-To: QADCRM
Enter details for all required information fields.
Repeat the above steps by logging in to each integrated domain specified in the ERP Management Control settings.