Texada SRM Technical Reference Manual
Texada SRM Technical Reference Manual

Print Quotations


Counter Menu -> Document Reprints -> Print Quotations


Use this option to print a standard rental or sales quotation or a range of quotes, that were created in Quotations.
 This re-print Quotations utility respects the forms control print format defined for TX_RSQD10.RPT as setup in Customer Forms for Crystal or Jasper forms control.

If the Alternate Language feature has been activated in the Company Miscellaneous Parameters, Quotes will print in the standard or alternate language according to the language flag assigned to the customer in Customer Information.

STARTING QUOTATION NUMBER

Enter the first quotation in the range to print or look it up in the Quote Search window.

ENDING QUOTATION NUMBER

Enter the last quotation to print or look it up in the window.
 All quotes between the first and last (including the first and last) will print.
 If only one quote is required, type in the same document number in the starting and ending fields.

The documents included in the output are restricted by division according to the Divisional Restricted Views assigned to the operator.

PRINT EXTENSIONS

Check this box to print the estimated sales and rental charges for the time period selected and the totals on the document.

Uncheck this box to omit the extended amounts and totals on the document.

Note: The default value for this Print Extensions set for quotations and reservations in the Divisional Contract Parameters is NOT respected when quotations are re-printed from this utility.

EMAIL

This field is only enabled when the Use Contact Document Emailing feature is activated in the Company Email Configuration.

Uncheck this box to print the document instead of emailing it.

Check this box to email the selected quotes to the appropriate contacts flagged in the Contact Information for the customer/site.

If the document is emailed it will not be printed as well.

If a single document is to be emailed the Compose Email pop-up is triggered that can be customized, or the operator can Cancel out to print the document instead of emailing.

If a range of documents are emailed, any documents in the selection range that were not emailed (i.e. there are no valid contact addresses flagged to receive a quote) are printed instead.

If a range of documents are emailed the total number to be emailed is displayed and confirmation is required, to help prevent a mass email run from being sent in error.

Finished?

A printer can be confirmed or re-selected from the Printer option located on the menu bar at the top of the screen.

Click the ACCEPT button to generate the output, or click the CANCEL button to abort.

Print Format Option:
 The option to re-print the document in the Standard format, or print using Crystal or Jasper forms is provided if Customer Forms has been activated and setup for this division, with the option to Prompt Format On Reprint.

For general instructions on document printing in standard or Forms Control format, refer to Print Contracts.

Printing Rules Specific to Quotations:
 The Quotation prints a different document title and column headings based on whether rental or sales products are contained in the quote.

Document Reprint Log:
 When multiple quotes are emailed or printed a Document Reprint Log is generated listing the documents with the actions and recipients.


Topic Keyword: RSQD10