{"componentChunkName":"component---node-modules-csam-gatsby-theme-guides-src-templates-documentation-js","path":"/docs/ug001/","webpackCompilationHash":"9887d4de5ab7489123d8","result":{"data":{"allFile":{"edges":[{"node":{"name":"ug001","childMarkdownRemark":{"html":"

Enquiries can be logged in the C-SAM system for tracking. Enquiries can be created for Personnel, Equipment, Stock and Miscellaneous Charges.

\n

Locate the Enquiry Dataset

\n
    \n
  1. Go to the Sales category folder in the main menu and select Enquiries:
    2. \n
\n

\"Enquires

\n

Add New Enquiry

\n
    \n
  1. Select New Record>Enquiries or hit Insert on your keyboard.
    2. \n
  2. Fill in the relevant fields.
    3. \n
\n
\n

Note: (Pink = System Generated, Blue = Mandatory):

\n
\n

\"New

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
FieldDescription
ClientSelect the relevant client for the enquiry
ContractSelect the relevant contract the enquiry relates to (if applicable)
Date of EnquiryAutomatically defaults to today’s date, can be changed
Job TypeSelect the relevant job type for the enquiry
Quotation TypeSelect the relevant quotation type (This will determine the rates available on the enquiry)
Enquiry StatusAutomatically defaults to Open
Enquiries (Hdr)
TenderSelect the relevant tender (if applicable)
Enquiry TypeSelect the relevant enquiry type of the enquiry
Work ScopeSelect the relevant work scope type of the enquiry (if applicable)
Prospect RatingHot, Warm or Cold for example
LikelihoodPercentage value of enquiry moving to a job
Expected Start DateSelect the start date from the calendar
Expected End DateSelect the end date from the calendar
Submission DateThis will automatically update after the email quotation function is run
Award DateThis will automatically update after the create job function is run
Work SiteSelect the relevant work site
Work Site TypeThis should automatically populate when the work site is selected
Work Site LocationThis should automatically populate when the work site is selected
Field NameEnter a field name (if applicable)
Well NoEnter a well no (if applicable)
ZoneSelect the relevant zone (if applicable)
CountrySelect the relevant country
Client ContactSelect the relevant contact of the enquiry
Contact PhoneThis will automatically populate when a client contact has been assigned
Contact EmailThis will automatically populate when a client contact has been assigned
Accounts Job NumberEnter the accounts job number (if applicable)
DivisionSelect the relevant division (if applicable)
Job DescriptionEnter the job description of the enquiry
Client ProjectEnter the client project details (if applicable)
Received by UserThis will automatically default to the user logged in, can be changed
Responsible Owner UserThis will automatically default to the user logged in, can be changed
Chase DateIf not populated automatically, select a date from the calendar
Reason UnsuccessfulIf the enquiry is unsuccessful, select a reason to record patterns
Enquiry FolderThe system will automatically create a folder for the enquiry when saved
Expected Manifest DateSelect a date from the calendar (if applicable)
Expected DurationEnter the expected duration in day format
Minimum Hire PeriodThis field can be defaulted by Group Company settings, user changeable if required
Billing CurrencyIf this field does populate automatically, select the relevant currency
Markup or Discount %Enter a percentage value if a markup or discount should be applied
Backcharge %Enter appropriate backcharge % for re-chargeable PO’s
Withholding %Enter a percentage value if withholding tax is applicable to the enquiry
Business UnitDefaulted to the Users Business Unit or select appropriate
Group CompanyDefaulted to the Users Group Company or select appropriate
Stock OfficeSelect the relevant stock office
Stock LocationIf this field does not populate automatically, select the relevnt stock location (if applicable)
Enquiry OfficeSelect the relevant enquiry office
\n
    \n
  1. Select the Notes and Job Instructions tab (Full Enquiry Details role required) and add any information required (The tick boxes will be set by the system based on the job type selected):
    2. \n
\n

\"Notes

\n
    \n
  1. Select the Approval Information tab and select an Approval by User:
    2. \n
\n

\"Approval

\n
    \n
  1. Enquiry Totals – shows the overall totals of the Enquiry in Group Company Currency (GC) and System Currency (SC):
    2. \n
\n

\"Enquiry

\n
\n

Note: If equipment, stock, personnel or miscellaneous charges are required on the enquiry, see:

\n

How to Add Enquiry Items and Rates - Equipment
\nHow to Add Enquiry Items and Rates - Stock
\nHow to Add Personnel Requirements and Rates - Enquiry
\nHow to Add Enquiry Misc Charges

\n
","frontmatter":{"title":"How to Create an Enquiry","tags":["enquiry","enquiries","create","sales","personnel","equipment","stock","miscellaneous","misc"]}}}}]}},"pageContext":{"isCreatedByStatefulCreatePages":false,"slug":"ug001"}}}