The ability to search for an existing sales quote that was created in Sale Approval Quotes is provided in the document number field on each of the quotation entry programs in Change mode, in the print quote selection programs, and the quote reporting options.
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 sales quotations for a Sale Approval Quotes search displays the document
number, billing name, date, approval status, and shipping or site
name.
Once credit approval quotes are invoiced, the original approval
required quote is no longer listed, but can be viewed in Sale Approval Quote Billing Search.
This search results include approval quotes that have not yet
been submitted, submitted quotes, as well as quotes that have been
submitted and approved but not yet invoiced.
The approval column will indicated one of the following:
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 the DETAILS button to drill down to view the document header information, the product details, the document totals with services, and other related documents such as source contract or resulting invoices. This varies according to the type of document listed.
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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