Sale Approval Quote Search

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:

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 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:

• blank if the quote has not been completed and submitted
• SUBMITTED if it is completed and waiting for the credit check approval
• YES if the quote has been approved and is ready to invoice
• removed from list once it is converted to an invoice

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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Topic Keyword: RSVHSEL