CS PLT : Why my configuration triggers technical review?
Some of the selection in the product configurators like switchboard or panel board may drive the line to a technical review status. ...
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CS PLT : Where can I go for technical support on various products and topics?
There are many technical support channels in LP to help answer your product related. Please utilize the following channels: Basic...
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CS PLT : How to submit a quote for technical review?
This article describes the steps to send a quote for Technical Review only or for Technical Review and Price Approval. Before converting...
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CS PLT : Add/View Line Item notes/documents
Notes and documents are the information that is passed on to the shop floor or engineering team for reference. 1. To view/add notes...
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CS PLT : How to attach documents and notes to a quote?
This article helps to attach documents and notes to a quote. 1. After creating quote, adding products to the quote, if you want to...
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CS PLT : Search Quote (Video)
This article explains the steps for the "Quotation personnel learning track" users to search quotes in COMPAS Go. Search Quote is how...
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CS PLT : How to change address in Transmittal Letter in submittal package?
This article provides steps to change address in Transmittal Letter in submittal package. Login to COMPAS Go Open the quote From...
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CS PLT : How To Change Document Setup Setting for Submittal Package?
This article provides steps to change the setting for submittal package. Login to COMPAS Go Open the quote From Actions menu, select...
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CS PLT : How to edit Submittal Cover Page Title?
This article provides steps to edit the cover page title. Login to COMPAS Go Open the quote From Actions menu, select "Submittal...
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CS PLT : How To Generate Submittal Package For Selected Line Items?
This article provides information to generate report for selected line item. Create a Project 2. Add Products to the Quote ...
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