The ability to search for a billed sales quote that was created in Sale Approval Quotes and billed in Convert Sale Approval Quote, is provided in the document number field of the billing inquiry option such as the Sale Approval Quote/Invoice Inquiry.
Multiple search filters can be used to narrow the list of quotes
that are returned from the search.
When a filter data field is left blank or ALL, then no restriction
is applied on that search category.
Note: The search selection fields are date sensitive.
The prompts are:
Search Results:
The resulting list of billed Sale Approval
Quotes displays the quotation number, invoice number, billing
name, invoice date, and shipping or site name.
Quotes with invoices in Current, Batch and History status are
included.
The document list can be resorted by any column in ascending or
descending order, by clicking on the column heading.
Columns can also be dragged and dropped to temporarily reposition
them as required.
Click on a quote/invoice record to highlight it and focus on it and then click DETAILS button to drill down to view the quote header, details, and totals information.
To select a quotation from the list, double-click on the appropriate record, or highlight the record and click the SELECT button.
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