Enquiries can be logged in the C-SAM system for tracking. Enquiries can be created for Personnel, Equipment, Stock and Miscellaneous Charges.
Note: (Pink = System Generated, Blue = Mandatory):
Field | Description |
---|---|
Client | Select the relevant client for the enquiry |
Contract | Select the relevant contract the enquiry relates to (if applicable) |
Date of Enquiry | Automatically defaults to today’s date, can be changed |
Job Type | Select the relevant job type for the enquiry |
Quotation Type | Select the relevant quotation type (This will determine the rates available on the enquiry) |
Enquiry Status | Automatically defaults to Open |
Enquiries (Hdr) | |
Tender | Select the relevant tender (if applicable) |
Enquiry Type | Select the relevant enquiry type of the enquiry |
Work Scope | Select the relevant work scope type of the enquiry (if applicable) |
Prospect Rating | Hot, Warm or Cold for example |
Likelihood | Percentage value of enquiry moving to a job |
Expected Start Date | Select the start date from the calendar |
Expected End Date | Select the end date from the calendar |
Submission Date | This will automatically update after the email quotation function is run |
Award Date | This will automatically update after the create job function is run |
Work Site | Select the relevant work site |
Work Site Type | This should automatically populate when the work site is selected |
Work Site Location | This should automatically populate when the work site is selected |
Field Name | Enter a field name (if applicable) |
Well No | Enter a well no (if applicable) |
Zone | Select the relevant zone (if applicable) |
Country | Select the relevant country |
Client Contact | Select the relevant contact of the enquiry |
Contact Phone | This will automatically populate when a client contact has been assigned |
Contact Email | This will automatically populate when a client contact has been assigned |
Accounts Job Number | Enter the accounts job number (if applicable) |
Division | Select the relevant division (if applicable) |
Job Description | Enter the job description of the enquiry |
Client Project | Enter the client project details (if applicable) |
Received by User | This will automatically default to the user logged in, can be changed |
Responsible Owner User | This will automatically default to the user logged in, can be changed |
Chase Date | If not populated automatically, select a date from the calendar |
Reason Unsuccessful | If the enquiry is unsuccessful, select a reason to record patterns |
Enquiry Folder | The system will automatically create a folder for the enquiry when saved |
Expected Manifest Date | Select a date from the calendar (if applicable) |
Expected Duration | Enter the expected duration in day format |
Minimum Hire Period | This field can be defaulted by Group Company settings, user changeable if required |
Billing Currency | If 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 Unit | Defaulted to the Users Business Unit or select appropriate |
Group Company | Defaulted to the Users Group Company or select appropriate |
Stock Office | Select the relevant stock office |
Stock Location | If this field does not populate automatically, select the relevnt stock location (if applicable) |
Enquiry Office | Select the relevant enquiry office |
Note: If equipment, stock, personnel or miscellaneous charges are required on the enquiry, see:
How to Add Enquiry Items and Rates - Equipment
How to Add Enquiry Items and Rates - Stock
How to Add Personnel Requirements and Rates - Enquiry
How to Add Enquiry Misc Charges