Home Portal

Skip to end of metadata
Go to start of metadata
The display page of an activity is composed of multiple tabs where you can perform such actions as entering a task's main data and instructions and reviewing the activity's' financial information and the messages and CRM-related actions associated with it.

The Tabs of the Activity Display

Main Data - Activity - Quote Task

The Main Data tab contains the essential details of the activity, including the activity's name, unique ID number, assigned provider and contact person of the provider.

Requests - Activity - Quote Task

The Request tab is where you can send requests to providers in order to identify which providers are available for and interested in an individual activity. You can also allow partial acceptance of an activity, which means that a provider can accept only a portion of the activity and not the whole activity itself. When partial acceptance is permitted, the activity is then allotted amongst the providers in accordance to their specified word limit. 

Instructions - Activity - Quote Task

In the Instructions tab, you can can review instructions about the overall quote and include new necessary instructions about the given activity. Certain information is only visible to specific users: the field that you enter the instructions into determines which users can see what messages.

Payables - Activity - Quote Task

The Payables tab is where you add the individual charges paid to the provider for each of the activity's payables and if necessary, include or remove any discounts and/or surcharges. Also, here you can override the minimum charge defined in the provider's price profile and use the activity's lower total value instead.

Finance - Activity - Quote Task

In the Finance - Activity tab you can review the exchange rate between the base system currency and the currency used in the provider's price profile http://knowledgebase.xtrf.eu/display/XTRFHelpDICT/Price+profile for the selected activity. If you have changed the exchange rate in Configuration, you can mark the date here as well.

Messages - Activity - Quote Task

When a user has entered his/her mailbox in Configuration, XTRF can keep a record in the Messages tab of all the work-related emails he/she has associated with the selected activity.


Search Sections