Quote Search

The ability to search for an existing rental or sales quote created in the Quotations document entry program, is provided in the document number field on each of the quotation entry programs in Change mode, and in the print document selection programs, the deposit entry utilities, the reporting options, and the associated inquiries.

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.

I.D.

Leave this field blank to include all customers in the search, or enter the first few characters of I.D. information to find only documents with this customer I.D.

REFERENCE

Leave this field blank to include all customers in the search, or enter the first few characters of Reference information to find only documents with this customer I.D.

PURCHASE ORDER#

Leave this field blank to include quotes with or without a P.O. in the search, or enter any few characters in the P.O.# to find only documents with a Purchase Order number that includes these characters.

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 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 standard rental and sale quotes for a Quotations search displays the document number, billing name, date, and shipping or site name.
The list the documents that are displayed are limited to the Divisional Restricted Views assigned to the operator.

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 Quotation record to highlight it and focus on it in the paging screen and then click 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.
In the product details window, click the ATTACHMENTS button to view any associated files in the File Attachments windows.

To select a quotation from the list, double-click on the appropriate record, or highlight the record and click the SELECT button.