QAD 2017 Enterprise Edition
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User Guides
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Service/Support Management
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Call Quotes
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Allocations and Requirements
Allocations and Requirements
When creating a quote, you can also create general allocation records. Do this when:
• The quote is likely to become a call.
• Inventory is limited.
Note: No MRP requirements are associated with call quotes.
You cannot perform detail allocations (picking) in Call Activity Recording or Call Quote Maintenance. In CAR, you can identify the specific inventory you used for the call—for example, by item number, site, location, serial number, and inventory reference number. For call quotes, you can create general allocations only. The detail about specific items used must be recorded in CAR. For this reason, the Multi-Item frame does not display in Call Quote Maintenance.
When you create a call from the quote, Call Quote Release to Recording:
• Updates MRP and quantity required to reflect the call’s requirements
• Sets the required date for MRP to the call’s next status date