Actions50
- Acquisition Actions
- Article Actions
- Customer Actions
- Customer Inquiry Actions
- Delivery Note Actions
- Document Management Actions
- Document Sync Actions
- Invoice Actions
- Newsletter Actions
- Offer Actions
- Order Actions
- Purchase Inquiry Actions
- Purchase Invoice Actions
- Purchase Order Actions
- Supplier Actions
- Workflow Actions
Customer Inquiry → Create
AI-generatedSummary
Create a customer inquiry in TaxMetall ERP for an existing customer or prospect, with one or more positions and optional inquiry details and history.
Inputs
- Customer Number (required) — Customer master number, or the contact number (KontaktNr) for a prospect.
- Customer Source — Choose Existing Customer or Prospect to indicate which ERP master the customer number refers to.
- Positions Input — Choose From JSON to supply positions as a JSON list, or Manual List to enter them in the node.
- Positions (JSON) — Shown for JSON input. Supply positions with an article number, article ID, or free-text description; position fields can include quantity, unit, drawing and revision numbers, customer article number, price, discount, value, delivery date or lead-time text, project number, and info text. Common English key names are accepted. A list may also be supplied under a positionen property.
- Positions — Shown for manual input. Add positions with an article ID or number, or a description for a position without an article. Manual fields include customer article number, drawing number, info text, quantity, requested delivery date, revision number, unit, and estimated value.
- Additional Fields — Optional inquiry fields including commission number, contact person or contact number, customer reference, document status, due date, email override, estimated value, inquiry channel and dates, note, order type, priority, project name and number, and subject.
- History Entry — Optionally add an initial history record with contact person and type, follow-up date, info, status, text, and type.
Output shape
A single inquiry record returned by TaxMetall ERP.
The source pack only shows a signature-level view of the implementation, so it does not establish the precise response fields or envelope.
Examples
Example 1: JSON input
Select From JSON and provide a positions array; each position needs an article number, article ID, or description.
Example 2: Manual input
Select Manual List and add position entries, using a description when a position has no article.