Sale Approval Quote Totals

Counter Menu -> Sale Approval Quotes -> Sale Approval Quote Details -> Sale Approval Quote Totals

The quote total summary provides totals on sales, services, discounts, and taxes.
 The total estimate and the inventory weight are displayed.
 Additional comments can be added in the Comments window, and the quote can be printed or emailed.
 The print and email document defaults for Quotes can be set in the 'Counter Document Default Flags' window of the Divisional Printing Parameters that can be over-typed on each document.

For detailed information on these features refer to Contract Totals.

ACTIONS:
 Additional actions provided by buttons on the Sale Approval Quote Totals screen include:

•Lock the Quote and Notify the Credit Department:
 Click the SUBMIT button if the quote is complete and ready to be submitted for approval of the Customer credit.
 An email is sent to the address defined in the Credit Department Email Addresses and the Division of the Sale Approval Quote is included in the subject of the email.
 The PDF Quote document is included as an attachment in the email.

This button is disabled if the Credit Dept flag has not been set on the quote header.

Once a quote is submitted, no further changes can be made except through the Credit Approval process in Sale Quotes Pending Approval, and it cannot be deleted or converted to an invoice until it is approved or rejected.
 Refer to Sale Quotes Pending Approval for details on the action required by the Credit Department.

Topic Keyword: RSVH03