Quotation 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 and or documents on a line item, click on the Notes & Documents on the right side of the screen. If menu option are not visible, please click on Menu icon (next to Editing)  which will then open Actions menu.

2. Notes & Documents should be visible, you many click on Manage to see the information in window.

3. To add a a Note and Document Editing must be turned to ON.

4. Click on the Notes and Documents. All the documents attached will be listed along with assignment of line items.

5. Clicking on the manage button will show the following information.



Article ID: 3900
Last updated: 23 Apr, 2021
Revision: 4
Learning_Track -> Quotation PLT : Add/View Line Item notes/documents
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