Overview
If Tacto detects a price deviation and therefore a savings potential for a Drawing Part, you receive a Finding of the type Drawing Parts price variance. If you work on this Finding in an Opportunity, you can create an RFQ or a Task directly from the Opportunity instead of creating it separately and then linking it manually.
What this means in practice:
For an RFQ, the Articles of the Opportunity and the linked Suppliers are prefilled automatically
For a Task, the linked Categories and Suppliers are prefilled automatically
How it works
Prerequisites
The Drawing Parts area must be enabled for your organization.
The Opportunity is linked to a Finding of the type Drawing Parts price variance.
To create a Task, you need permission to create Tasks; for an RFQ, you additionally need permission to create RFQs.
Create an RFQ or a Task from an Opportunity
Open the Opportunity.
Under Suggested actions, select Create RFQ or Create a Task. Depending on the configuration of your account, you will instead find the actions Create RFQ and Add Task at the top of the Opportunity header.
For an RFQ, the Articles and Suppliers are already filled in. If a Supplier has exactly one active Contact, this Contact is already selected.
For a Task, the Categories and Suppliers are already filled in.
Check the details and save.