How do I add a competitor to the pick list “Lost to Competitor” under Sales Quotation?
I know how to copy quotation lines to use in another sales quote. My question is how can we ‘hold onto’ the Description? When I save I lose that information and need to recreate the wheel so to speak. Don’t know much about computers so please answer in the least techy way possible. :)
Listed here is what I can tell is the list I have available to myself to search for approvals. I don’t see where I can search approvals on projects or requisitions. Anyone know if this is an option?
Is there a way to search by Report Distribution Groups, and individual?
Semi new to IFS and I have been tasked to track Demand Requisitions from date created through authorization to PO. Looking to track how long it takes for folks to authorize requisitions basically. In the past they have been ‘sat on’ and never flowed through the system quickly enough. Can anyone assist with a query that will show me created date, ALL who are required to authorize and the date this was done to PO? Appreciate any help.
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