Sale Approval Quote Billing Search

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:

BILL TO NAME

Enter the first few characters of the billing name from the document or leave this field blank to skip this filter.
Note: This is not the Alpha Key from the customer file. This is the name printed on the document for billing.

SHIP TO NAME

Enter the first few characters of the shipping name as it prints on the document or leave this field blank to skip this filter.

CUSTOMER NUMBER

Accept ALL customer numbers in the search, or window to lookup a customer number using the Accounting Customer Search.

SITE#

Accept ALL sites in the search, or window to lookup a specific site Customer Site Search.
Active, inactive, or both, can be included in the site search.

PRODUCT DESCRIPTION

Leave this field blank for all products or enter the first few characters of the description for the product as stored in the product file.

PRODUCT NUMBER

Accept ALL product numbers or window to select a specific Rental or Sales product in the Inventory Search window.

PRODUCT GROUP

Accept ALL Groups, or window to lookup the Group using the Product Group Search.

PRODUCT CLASS

Accept ALL Product Classes, or window to lookup the class using the Product Class Search.

Finished?

Click ACCEPT to initiate the search or CANCEL to abort.

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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Topic Keyword: RSVBSEL (4346)