The main tab Offer contains the master data of the offer. An offer can contain a number of different rate schemes, therefore, the period should be large enough to accommodate the respective rate schemes.
Use the expander Terms of payment to define special payment terms. If there are no due dates defined, the due dates entered in the allotment will apply. If there are no due dates in the allotment either, the due dates entered in the client’s profile will apply.
Ø Once you have entered the basic information, click New in the function pane to add rate schemes.
During the set-up of an offer, the offer is inactive. The offer must be activated in order to come into effect as follows:
Ø Complete all details in the tab Add.
Ø Save the offer.
Ø Click Activate Offers in the function pane.