Sale Quotes Pending Approval

Counter Menu -> Quotations Menu -> Sale Quotes Pending Approval -> REMOVE button -> Remove Sale Quote Approval -> VIEW PENDING button -> Sale Quotes Pending Approval

Credit Approval on Sales Quote Overview:

Purchases of large pieces of equipment can be flagged in the quotation header of Sale Approval Quotes to require customer Credit Approval before the quote can be converted to an invoice.

Note: Quotes for sales or rentals not requiring approval can be entered in the standard Quotations document.

When the approval quote is completed and submitted for approval on the final screen of the quote, it is locked and the Credit Department is notified by email per the address setup by Division in Credit Department Email Addresses.
The Division of the Sale Approval Quote is included in the subject of the email.

If corrections are required on a submitted quote prior to approval, only the originator of the quote can "unlock" it to modify it, using Remove Sale Quote Approval, which generates another email to the Credit Department to inform them of the change in status.

The Credit Department can also access and adjust the quote if required using SALE QUOTES PENDING APPROVAL, before rejecting it, or before approving it in preparation for converting it to an invoice.
When a quote is approve or rejected an email will be returned to the original operator email address as setup in Operators.

After an approved Quote is converted to an invoice in Convert Sale Approval Quote, the quote is automatically deleted, and the quote# cannot be re-used.
Quotes submitted for Credit Approval cannot be converted to a Sales Order.

Sale Approval Quote/Invoice Inquiry can be used to identify invoices generated from a quote and to view the unpaid balances. This inquiry provides the ability to drill down to the invoice header and detail information.

This utility can be used by the Credit Department to review, edit, reprint, and accept or reject, the quotes that have been submitted for approval.
The prompts are:

DIVISION

Type ALL to list all quotes that are waiting to be reviewed and approved, or enter a specific division, or select one from the drop-down list.

Resulting List of Quotes Pending Approval
Quotes in this Division that have been submitted from Sale Approval Quotes and are waiting for Credit Approval are listed, with the Quotation number, Customer number, Bill To Name, Quote Date, and Total.
Click EXP/CON or press <F9> to view the Ship To or Site Name.
A window is provided on the DETAILS column to view Quote information and to process the Quote as follows:

VIEW HEADER

Window to drill down to view the customer information from the quote, as outlined in the Header portion of View Document Information.

VIEW DETAILS

Window to drill down to view the product details on the quote, as outlined in the Details portion of View Document Information.

VIEW TOTALS

Window to drill down to view Totals screens of the Quote, as outlined in the Totals portion of View Document Information.

EDIT QUOTE DETAILS

Click on the EDIT QUOTE button if the product or service detail on the quote need to be adjusted.
The quote details screen is immediately accessed, where changes can be made, and the quote can be reprinted.

Note: The header of the quote cannot be modified without removing the submit status using Remove Sale Quote Approval and making the changes in Sale Approval Quotes before resubmitting it for Credit Approval.

APPROVE or REJECT QUOTE

Click the APPROVE button to approve the customer's credit for this quote, releasing it in preparation for conversion to an invoice.
An Approval notification email is automatically returned to the operator that created the quote, per the address setup in Operators, so that he can contact the customer and proceed with the sale.

Click the REJECT button to turn down the quote. The quote can now be access in Sales Approval Quotes again.
It can be deleted but it cannot be converted to an invoice.
A Rejection notification email is automatically returned to the operator that created the quote, per the address setup in Operators.

If a quote was submitted for approval in error, or was approved in error, the Remove Sale Quote Approval can be used to reverse the status.

Once the quote has received credit approval it can be converted to an invoice using Convert Sale Approval Quote.

Note: Product details cannot be changed on the resulting invoice.

ACTIONS:
Additional actions provided by buttons on the Sale Quotes Pending Approval screen include:

• Retract or "Undo" the Quote Status:
  Click the REMOVE button to withdraw the "Submit" or "Approved" status on a Sale Approval Quote if the quote has not yet been invoiced as outlined in Remove Sale Quote Approval Status.

• View Additional Quote Details:
  Click EXP/CON or press <F9> to view the Ship To or Site Name on the Sale Approval Quote.