CRM does not supply all of the data necessary to create a sales quotation in QAD Enterprise Applications. Instead, the system uses a predefined sales quote record as a template to provide default values. These templates exist by domain, so each domain has its own template record. Template records are discussed in more detail in the CRM Administration Guide and should be maintained when the system is configured.

As a general rule, the sales quotation in QAD Enterprise Applications is created by taking a copy from the template and then overlaying the template values with the opportunity field values supplied by CRM.