1. Quote

Quote section.

1.1.  New Quote

A Quote is a statement issued to a Customer or Prospect indicating pricing and sales Terms for specified quantities of sold Items. Quotes are often precursors to Sales Orders. To create a Quote, select the "New Quote" option. The following screen will appear:

Create New Quote

Tip

Be sure to close all Sales Order windows before exiting the system. This will prevent the creation of orphan Sales Order records.

Order #

Next available Quote Number will automatically display, unless your system requires you to enter Quote Numbers manually. Default values and input parameters for Quote Numbers are configurable at the system level.

Note

By default, the Quote Number will be assumed by the Sales Order when a Quote is converted to a Sales Order.

Order Date

Displays current day's date.

Scheduled Date

Displays the Quote's earliest scheduled date. The scheduled date corresponds to the earliest scheduled date for an included Quote Item. Because Quotes may contain multiple Quote Items, the scheduled date indicates the most recent scheduled date. No scheduled date will display in the "Scheduled Date" field until a Quote Line Item has been created and a scheduled date assigned to it.

Pack Date

The pack date is the same date as the ship date. Because the field can be edited, you have the ability to change the pack date and make it different from the ship date.

Sales Rep.

Specify the Sales Representative associated with the Order. Sales Representatives are linked to a Customer on the Customer master—either by a default setting or through the assignment of Ship-To Addresses. Each Ship-To Address may have a different Sales Representative associated with it. Consequently, the name of the Sales Representative appearing on the Sales Order header will be the same as specified for the Ship-To Address being used.

Commission

By default, the commission percentage recorded on the Customer master will be automatically entered in this field. If for some reason you select a non-default Sales Representative at Order entry, the commission rate will not change. To adjust the commission rate, you must make the change manually.

Tax Zone

Specify the Tax Zone associated with the Quote. The Tax Zone for the specified Ship-To Address will be entered here by default. Otherwise, the primary Tax Zone for the Customer will be entered.

Terms

Specify the billing Terms associated with the Order. By default, the Customer's standard billing Terms will appear in the field. Customer billing.

Note

The option to associate a Project with a Quote will only be visible if your site is configured to use Projects.

Site

Specify the shipping Site associated with the Quote. This Site selection is for informational purposes only. A Site may be designated as a shipping Site on the Site master.

Expire

Specify the date when the Quote expires, if applicable.

Originated By

Specify the origin of the Order using the available options:

Customer

Indicates the Order was originated by the Customer.

Internet

Indicates the Order was originated by an Internet lead.

Sales Rep.

Indicates the Order was originated by the Sales Representative.

Note

Quotes may not be entered for Customers whose credit status is either "On Credit Warning" or "On Credit Hold." Only users with special privileges may override these credit settings.

Project #

Select a Project Number to associate with the Quote. If a Sales Order is created from a converted Quote—and the Quote had a Project Number associated with it—then the Project Number from the originating Quote will automatically be entered here. Once a Project Number is associated with a Sales Order, any Work Orders or Purchase Orders created by the Sales Order demand will automatically be linked to the same Project Number as the Sales Order. In this way, Sales Orders, Work Orders, and Purchase Orders may be linked to the same Project.

Tip

If your site is configured to create Projects automatically whenever new Sales Orders or Quotes are entered, the Projects generated in this way will assume the number of the Sales Order or Quote which caused their creation.

Customer #

Enter the Customer Number of the Customer (or Prospect) you want to create a Quote for. The browse button located to the right of the field leads to a searchable Customers list. You may also access this list using the keyboard shortcut "CTRL + L". Once a Customer Number is entered, the Customer name and billing address will display. Select the "?" or "$" symbol next to the browse button to view Customer information for the specified Customer. If a Customer's credit is "In Good Standing," the button will feature a black question mark ("?") icon. If the icon turns to an orange dollar sign ("$"), the Customer's credit Status is "On Credit Warning." A red dollar sign ("$") indicates the Customer's credit Status is "On Credit Hold."

Tip

A valid Customer Number or Prospect Number must be entered in the "Customer #" field before Line Items can be added to a Quote. If no valid Number is entered, you will not be able to add Line Items to the Quote. Additionally, Quotes may only be entered for active Customers and Prospects.

Cust. Type

Displays the Customer Type for the specified Customer.

Bill-To Name

Displays the Customer's Bill-To name.

Bill-To Phone

Displays the Customer's Bill-To phone number.

Address

Displays the Customer's Bill-To Address. You may manually override the displayed Address information in the fields below—or use the browse button to select another Address. If a new Address is manually entered here, that Address will be added automatically to the master list of Addresses. For additional documentation related to creating Addresses, see Section 8.1, “ New Address”.

Copy to Ship-to

Select to copy contents of billing address into Ship-To address field. This option is enabled if the Customer master for the specified Customer indicates that free-form Ship-To's are allowed.

Ship-To #

Enter the number of the preferred Ship-To Address. Customers may maintain multiple Ship-To Addresses. If the Customer master for the specified Customer indicates that free-form Ship-To's are allowed, then any address may be entered. If free-form Ship-To's are not allowed, then the Ship-To Address must be entered using the browse button located to the right of the field. The browse button leads to a searchable Ship-To Addresses list.

Ship-To Name

Displays the name for the specified Ship-To.

Ship-To Phone

Displays the phone number for the specified Ship-To.

Address

Displays the specified Ship-To Address. You may manually override the displayed Address information in the fields below—or use the browse button to select another Address. If a new Address is manually entered here, that Address will be added automatically to the master list of Addresses. For additional documentation related to creating Addresses, see Section 8.1, “ New Address”.

F.O.B.

Enter free on board (FOB) Terms for the Order. By default, F.O.B. Terms entered on the Shipping Site master will appear in this field. The default Terms may be changed during Order entry—and also at later stages during the billing cycle.

Cust. PO #

PO #: Enter a Customer Purchase Order Number, as needed.

Note

You will be required to enter a Customer Purchase Order Number for Customers who require them. If required, duplicate numbers will only be allowed if the Customer uses blanket Purchase Orders. All Customer requirements are specified on the Customer master.

Ship Via

The preferred Ship Via method for the Customer will appear in the field. You may change the default Ship Via using the list. You may also enter a free-form Ship Via simply by typing the name of the Ship Via into the field.

Tip

The system supports up-to-date shipment tracking with links to the websites of many leading shipping companies ((i.e., "Ship Vias").

To the far right of the screen, the following buttons are available:

SAVE

Creates the new Quote and saves the Quote information.

CANCEL

Closes the screen without creating a new Quote, returning you to the application desktop.

To create or modify Quote Line Items, select the "Line Items" tab at the top of the "New Quote" screen. The following screen will appear:

Quote Line Items

Tip

The system will allow you to enter Quotes for Items which do not have Item Sites. However, Item Sites must be defined before a Quote can be converted to a Sales Order.

When creating or modifying Quote Line Items, you are presented with the following options:

Line Items

Display lists Line Items for this Quote. A valid Customer Number must be entered in the "Customer #" field before Line Items can be added to the Order.

$ Margin

Displays the total profit margin for the Quote. The profit margin is based on the following formula:

Quote Subtotal - Total Standard Costs for all Line Items

Subtotal

Displays the subtotal for the Quote Line Items.

Tax

Displays the amount of Tax that will be added to the Sales Order, as defined by the specified Tax Code. To get a detailed view of the Tax calculation, click on the Tax link using your mouse.

Misc. Charge Amount

Enter the amount of any miscellaneous charge. Examples of miscellaneous charges include palletization costs, co-op refund, etc. Before entering a miscellaneous charge amount, you must first assign the charge to a Sales Account and also enter a description of the charge.

Tip

If you do not use Miscellaneous Charges at your site, you can hide these fields so they are not visible when entering Sales Orders. To do so, simply select the "Hide Misc. Charges" option in the system-level configuration.

Misc. Charge Description

Enter a description to identify the miscellaneous charge.

Misc. Charge Sales Account

Enter a Sales Account to assign the miscellaneous charge to.

Freight Weight

Displays the combined weight of all Quote Line Items. Freight weight represents the sum of an Item's product weight and packaging weight, both of which are defined on the Item master. The per unit freight weight multiplied by the quantity per gives you the Line Item freight weight. The sum of all Line Item freight weights is the combined weight for the Quote.

Freight

Enter the amount of freight charge to be added to the specified Order. Freight charges may be entered during the creation or modification of a Quote—or at the time of shipment.

Total

Displays the total amount of the Quote.

Note

Any Quote Line Item may be shipped—even if the Item or Item Site in question becomes inactive after the Quote has been created.

To the far right of the screen, the following buttons are available:

SAVE

Saves the Quote Line Item information.

CANCEL

Closes the screen without creating a new Quote, returning you to the application desktop.

NEW

Opens screen for creating a new Quote Line Item.

EDIT

Enables you to edit highlighted Quote Line Items. The edit screen is the same as that for creating a new Quote Line Item—except that when editing, the fields will contain Quote Line Item information. Double-clicking on a Quote Line Item will also bring you to the editing screen.

Mac users may use COMMAND + E to edit an existing Line Item.

DELETE

Highlight a Quote Line Item and then select this button to remove the Quote Line Item from the list.

Order Notes added to a Quote are used for internal purposes only. To add Order Notes to a Quote, select the "Order Notes" tab at the top of the "New Quote" screen. The following screen will appear:

Order Notes

When adding Order Notes to a Quote, you are presented with the following options:

Order Notes

This is a scrolling text field with word-wrapping for entering general Notes related to the Quote. These Notes are for internal use only.

To the far right of the screen, the following buttons are available:

SAVE

Saves the Order Note.

CANCEL

Closes the screen without creating an Order Note, returning you to the application desktop.

To add Comments related to a Quote, select the "Comments" tab. The following screen will appear:

Quote Comments

When adding or reviewing Comments, you are presented with the following options:

Verbose Text

Select to display all Comments in the list in an expanded view which includes the entire text of each Comment. To edit a Comment, simply select the "Edit" link next to the Comment. That link will not be shown for Changelog Comments, which can't be edited. If the "Verbose Text" option is not selected, the Comment list will display only header level information for each Comment.

Comments

Display lists Comments related to the record.

To the far right of the screen, the following buttons are available:

NEW

Opens screen for creating a new Comment.

VIEW

Highlight a Comment and then select this button to reach a read-only view of the "Edit" screen.

EDIT

Enables you to edit highlighted Comments—as long as the Comments are not "ChangeLog" Comments. ChangeLog Comments are system-generated and may not be edited. The edit screen is the same as that for creating a new Comment—except that when editing, the fields will contain Comment information. Double-clicking on a Comment will also bring you to the editing screen.

To enter a new Comment, select the NEW button. The following screen will appear:

Create New Comment
Comment Type

Select a Comment Type from the drop-down list to classify the Comment. This is a required step. Comment Types may be system-defined (i.e., "ChangeLog" and "General") or user-defined, as described in Section 13.12, “Comment Types”. Once you have specified a Comment Type, begin typing your Comment in the main text area. The text area features word-wrapping and scroll-bar support for longer Comments.

To the far right of the screen, the following buttons are available:

CANCEL

Closes the screen without creating the Comment, returning you to the previous screen.

SAVE

Creates the Comment and adds it to the list of Comments.

SHOW MORE

Select to show the complete list (i.e., "thread") of Comments associated with the record. To hide the list, simply select the SHOW MORE button again. The Comment thread will show the most recent Comment first.

Shipping Notes are drawn from the Customer master—specifically from the "Shipping Notes" tab on the Ship-To Address master. The Notes may vary depending on the Ship-To Address specified for the Quote. These Notes provide a mechanism for transferring shipping information from the Customer master to the Quote. To add Shipping Notes to a Quote, select the "Shipping Notes" tab at the top of the "New Quote" screen. The following screen will appear:

Quote Shipping Notes

When adding shipping Notes to a Quote, you are presented with the following options:

Shipping Notes

This is a scrolling text field with word-wrapping for entering shipping Notes related to the Quote. These Notes are for internal use only.

To the far right of the screen, the following buttons are available:

SAVE

Saves the Shipping Notes.

CANCEL

Closes the screen without creating Shipping Notes, returning you to the application desktop.

1.1.1. Quote Item

To create a new Quote Line Item, select the NEW button. The following screen will appear:

Create New Quote Line Item

When creating a new Quote Line Item, you are presented with the following options:

Order #

Displays the Order Number specified in the header screen.

Line #

Displays the Line Item Number for the current Line Item.

Item Number

Enter the Item Number of the Item you want to sell. The Item list will contain sold Items available for purchase by the specified Customer. The list of available Items may vary from Customer to Customer, depending on how Pricing Schedules are implemented at your site. Once an Item Number is entered, the Inventory Unit of Measure and Item description will automatically appear.

Customer P/N

Displays the Customer Part Number (i.e., Item Alias) that corresponds to the Item Number entered in the Item Number field. The Customer Part Number will display only if you enter an Item Alias in the Item Number field. To enter an Item Alias, place the cursor in the Item Number field and then use the keyboard shortcut "CTRL + A". After you have entered a valid Item Alias, hit the TAB key. A list of Items that use the specified Item Alias will be displayed. Select the desired Item from the list. The Item Alias will display as the Customer Part Number. Item Aliases are defined on the Item master.

Substitute for

Optional selection used solely for gathering information related to Sales Order Line Item substitutions. This feature can be used, for example, to gather information about Inventory shortages or Customer first preferences. There is no impact on the system of using this feature. Its function is simply to store information in the database, where it may be accessed for reporting purposes.

Site

Specify the Site the Sales Order Item is sold from. Items may be supplied to Sales Orders from multiple Item Sites. After an Item Number is entered above, the system checks for available Item Sites for the Item. Any Item Sites having the "Sold from" flag set on them will be selectable from this Site list. By default, the Item Site having the highest Ranking will be selected as the first available Site. If more than one Item Site share a Ranking of "1," the Sites will be sorted in alphabetical order. Item Site Rankings are set on the Item Site master.

Tip

If a preferred Selling Site is specified for the Customer, then that Site will be selected here by default. If the preferred Selling Site is not selected—and you think it should be—verify that the Item Site master for the Line Item in question is marked as a "Sold from" Site.

Qty. Ordered

Enter the quantity of the specified Item being ordered.

Note

The quantity ordered is based on the Quantity Unit of Measure.

Qty. UOM

Specify the Unit of Measure to be used when selling the Line Item. Sold Items may be assigned multiple Selling UOMs. These alternate UOMs may be defined on the Item master. If a Line Item has no Selling UOM defined, then the Inventory UOM will be used here by default.

Qty. Shipped

Displays the Line Item quantity shipped (if any) to date.

Cust Discount %

Specify here and apply any discount for specified Customer for this Quote. This is a discount off the regular Customer Price, obtained either from the Customer master or a Pricing Schedule.

Net Unit Price

Displays the Unit Price for the Quote Item. By default, the system will choose the lower of the following two Prices: A) The most-specific Pricing Schedule Assignment or B) any Sale in effect at the time of Order entry. The specificity of Pricing Schedule Assignments is determined in the following descending order: By Customer Ship-To Address (most specific), by Customer, by Customer Type, by Customer Type pattern, by all Customers. The browse button located to the right of the field leads to a Price List screen.

If your Pricing Schedule has multiple Units of Measure (UOM) on it―or if several Pricing Schedules share the same level of Price specificity, but they have different UOMs―then the UOM which matches the selected UOM will be chosen―that is, as long as the quantity break does not exceed the quantity being priced. If no entry matches the UOM with a quantity break less than the quantity being priced, then the lowest value Price for any UOM will be chosen. To make sure a specific UOM is always chosen at the desired level of Price specificity, then your Pricing Schedules should include at least one UOM with a quantity break of 0.

Tip

The system can be configured to prevent users from editing the Net Unit Price. If your system is configured that way, the Net Unit Price field will not be editable.

Price UOM

The Price Unit of Measure is the same as the Selling UOM. If an Item has Selling UOMs defined, then the Item may be sold and priced in these alternate UOMs. If no Selling UOMs are defined, then the Inventory UOM will be used here by default.

Extended Price

Displays the Extended Price. The Extended Price for a Line Item is based on the quantity ordered multiplied by the Net Unit Price.

Scheduled Date

The scheduled date is the date when the Line Item should be Shipped. The user who enters the Line Item is responsible for determining the scheduled date. After entering the scheduled date, hit the TAB key on your keyboard to display values in the remaining display only fields.

Note

The Sales Order Item having the earliest scheduled date will determine the ship date for the Sales Order.

Promised Date

Enter the date when you promised delivery of the Line Item. This is an optional field. It will only be displayed on the screen if your system is configured to enable promise dates.

When entering Quotes you have the ability to view current availability for Line Items. You may also create replenishment Orders if they are needed.

Show Availability

Select to display Availability information for the Quote Item in the following categories:

Inventory

Select radio button to view Inventory availability.

On Hand

Displays the current Quantity on Hand value.

Allocated

Displays the quantity allocated to current Sales Orders and/or Work Orders in the system. An Item is considered allocated to a Sales Order if a Sales Order Line Item exists for the Item—and that Line Item has not yet been issued to Shipping. An Item is considered allocated to a Work Order if the Item is a material requirement—and the material has not yet been issued to the Work Order. Once the current Sales Order Line Item is saved, the "Allocated" value will increase by the quantity ordered.

Unallocated

Displays the Quantity on Hand remaining after allocations have been accounted for, as in: QOH - Allocated Qty. = Unallocated Qty.

On Order

If the Quote Item is a manufactured Item, the quantity ordered by current Work Orders will be displayed. If the Sales Order Item is a purchased Item, the quantity ordered by current Purchase Orders will be displayed.

Available

Displays the available quantity. Available quantity is determined using the following formula: Unallocated Qty. + On Order Qty. = Available Qty.

Lead Time

Displays the Item Site Lead Time for the specified Line Item.

Tip

The "Show Availability" feature can be turned on or off by default at the system level. If the feature is turned on, the Availability totals will display only after a Scheduled Date has been entered for the Line Item.

Create Work Order

If the Line Item is a manufactured Item, select this option to automatically create a Work Order for the specified quantity. For make-to-order manufactured Items, this option will be selected automatically. A Work Order will be created to meet the Sales Order demand once you save the Line Item to the Order. An Item is designated as make-to-order if the "Stocked at" flag on the Item Site master is not selected. A Work Order created automatically from a Sales Order Line Item will assume the same Order Number as the Sales Order the Line Item is associated with—even if that Order Number has already been used by a previous Work Order.

Note

For purchased Items, the option "Create Purchase Request" will appear instead. The displayed fields will resemble the fields shown when "Create Work Order" is visible. One difference is you will be given the option to override the purchase Price for the Line Item. If used, this one-time override will replace any Item Source Price(s) when the Purchase Request is converted to a Purchase Order Line Item.

Supplying Site

Specify the Site a corresponding Work Order would be supplied from. Work Orders may only be created for manufactured Items having a supplying Site. Sites designated as "Supplied at" Sites in the Item Site master for an Item are considered supplying Sites. If no supplying Site exists for an Item, a Work Order may not be created for the Item.

Dependencies

Select radio button to review any components dependent on manufactured line Item.

Show Dependencies as Indented BOM

Displays components Items associated with sold manufactured Item in a nested list with a plus ("+") sign located to the far left of the screen next to each line that may be expanded to lower levels. By clicking your mouse on a plus sign, you reveal lower levels of information related to the Line Item.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen without creating a new Quote Line Item, returning you to the Quote header.

SAVE

Creates the new Quote Line Item and adds it to the list of Quote Line Items. If "Create Work Order" is specified, the associated Work Order will also be created.

PREVIOUS

Select to view previous Line Items associated with the Quote.

NEW

Select to create a new Quote Line Item.

If an Item has Characteristics associated with it, you have the option of linking those Characteristics to a Sales Order Line Item. And, in the case where Sales Order demand automatically generates either a Purchase Request or a Work Order, the Characteristics defined here will be inherited by those subsequent Orders.

Tip

You can link Characteristics and Values to an Item by using the Item master. Once entered, these Characteristics and Values will be available to users entering Sales Order Line Items.

To associate Characteristics with a Quote Line Item, select the "Item Characteristics" tab at the bottom of the screen, as shown below:

Quote Line Item Characteristics

When selecting or editing Characteristics for a Quote Line Item, you are presented with the following options:

Name

Displays the name of any Item Characteristics associated with the Item. Characteristics defined as Item Characteristics may be associated with Items on the Item master.

Value

Displays the default Value associated with an Item Characteristic, but permits you to specify an alternate Value. When associating Characteristic Values with a Quote Line Item, you have four options: 1) Select the default Value; 2) select an alternate pre-defined Value; 3) manually enter a new Value in place of the pre-defined Value; or 4) make no selection. Making no selection means the Characteristics will not be associated with the Quote Line Item.

To view Costs or adjust Tax information for a Quote Line Item, select the "Detail" tab at the bottom of the screen, as shown below:

Quote Line Item Detail

When viewing Costs or adjusting Tax information for a Quote Line Item, you are presented with the following options:

Unit Cost (Inv. UOM)

Displays the Standard Cost per unit based on the Inventory Unit of Measure.

List Price

Displays the sales List Price per unit.

Customer Price

Displays the Price given to the specified Customer. Special Customer Prices can be set for individual Customers or Customer Groups by using a Pricing Schedule.

List Discount %

Displays the percentage discount off the List Price. Indicates the difference between the List Price for an Item and the Net Unit Price as a percentage. This is the margin between the Net Unit Price and the List Price.

Tax

The following Tax options are available, should you need to override the Tax Selection settings for the Line Item:

Tax Type

Specify the Tax Type for the Sales Order Item.

Tax

Displays the amount of Tax to be charged for the Sales Order Line Item quantity. To get a detailed view of the Tax calculation, click on the Tax link using your mouse.

To enter Notes related to a Quote Line Item, select the "Notes" tab at the bottom of the screen, as shown below:

Quote Line Item Notes

When adding Notes related to a Quote Line Item, you are presented with the following options:

Notes

This is a scrolling text field with word-wrapping for entering general Notes related to the Quote Line Item.

Tip

If a Quote Item is marked to create a Work Order, the Production Notes for the created Work Order will contain the Quote Number, the Customer Name, and any additional Quote Line Item Notes.

To add Comments related to a Quote Line Item, select the "Comments" tab. The following screen will appear:

Quote Line Item Comments

Note

Whenever Quote Line Items are created or their quantities are changed, the system will automatically generate a Comment, which will appear in the list of Line Item Comments.

When adding or reviewing Comments, you are presented with the following options:

Verbose Text

Select to display all Comments in the list in an expanded view which includes the entire text of each Comment. To edit a Comment, simply select the "Edit" link next to the Comment. That link will not be shown for Changelog Comments, which can't be edited. If the "Verbose Text" option is not selected, the Comment list will display only header level information for each Comment.

Comments

Display lists Comments related to the record.

To the far right of the screen, the following buttons are available:

NEW

Opens screen for creating a new Comment.

VIEW

Highlight a Comment and then select this button to reach a read-only view of the "Edit" screen.

EDIT

Enables you to edit highlighted Comments—as long as the Comments are not "ChangeLog" Comments. ChangeLog Comments are system-generated and may not be edited. The edit screen is the same as that for creating a new Comment—except that when editing, the fields will contain Comment information. Double-clicking on a Comment will also bring you to the editing screen.

To enter a new Comment, select the NEW button. The following screen will appear:

Create New Comment
Comment Type

Select a Comment Type from the drop-down list to classify the Comment. This is a required step. Comment Types may be system-defined (i.e., "ChangeLog" and "General") or user-defined, as described in Section 13.12, “Comment Types”. Once you have specified a Comment Type, begin typing your Comment in the main text area. The text area features word-wrapping and scroll-bar support for longer Comments.

To the far right of the screen, the following buttons are available:

CANCEL

Closes the screen without creating the Comment, returning you to the previous screen.

SAVE

Creates the Comment and adds it to the list of Comments.

SHOW MORE

Select to show the complete list (i.e., "thread") of Comments associated with the record. To hide the list, simply select the SHOW MORE button again. The Comment thread will show the most recent Comment first.

To define an alternate Cost of Sales Account for a Sales Order Line Item, select the "Accounting" tab at the bottom of the screen, as shown below:

Quote Line Item Accounting

When defining an alternate Cost of Sales Account for a Sales Order Line Item, you are presented with the following options:

Alternate Cost of Sales Account

Specify an alternate Account to be used for the Cost of Sales. The Account you specify will be used instead of the typical Account pre-defined in the Sales Account Assignments.

1.1.1.1. Quote Price List

To enter the net Unit Price for a Quote Line Item, select the browse button located to the right of the "Net Unit Price" field. The following screen will appear:

Price List

When entering the net Unit Price for a Quote Line Item, you are presented with the following options:

Customer #

Displays the Customer associated with the specified Quote. The name of the Customer will also be displayed.

Item Number

Displays the Item Number associated with the specified Quote Line Item.

UOM

Inventory Unit of Measure.

Quantity

Displays Line Item quantity specified on previous screen.

Items

Display lists available pricing for the specified Quote Line Item.

To the far right of the screen, the following buttons are available:

CANCEL

Closes the screen without entering a Price, returning you to the previous screen.

SELECT

Highlight a Price from the list of Prices, then select this button to enter the Price in the "Net Unit Price" field on the previous screen.

1.2. List Quotes

To view a list of Quotes, select the "List Quotes" option. The following screen will appear:

Quotes Master List

Note

Quotes may not be converted to Sales Orders for Customers whose credit status is either "On Credit Warning" or "On Credit Hold." Only users with special privileges may override these credit settings.

When displaying a list of Quotes, you are presented with the following options:

All Sites

Select to display Quotes for all Sites.

Selected

Specify Site whose Quotes you want to display.

Show Quotes for Prospects

Select to include Prospect Quotes in the list. While Quotes may be created for Prospects, you cannot convert a Prospect Quote to a Sales Order without first converting the Prospect to a Customer.

Show Expired Quotes

Select to include expired Quotes in the display.

Sales Orders

Display lists Quotes, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

PRINT

Highlight a Quote, then select this button to print a copy of the selected Quote.

If the Customer or Prospect specified on the Quote has an EDI Profile attached or the Prospect has an email address, you may encounter an EDI processing interface when printing the Quote.

CONVERT

Select to convert a Customer Quote to a Sales Order. All Quote Line Items must have valid Item Sites for a Quote to be converted successfully. Also, you may not convert Quotes written for Prospects.

Note

By default, the Quote Number will be assumed by the Sales Order when a Quote is converted to a Sales Order.

NEW

Opens screen for creating a new Quote.

EDIT

Enables you to edit highlighted Quotes. The edit screen is the same as that for creating a new Quote—except that when editing, the fields will contain Quote information. Double-clicking on a Quote will also bring you to the editing screen.

VIEW

Highlight a Quote and then select this button to reach a read-only view of the "Edit" screen.

DELETE

Highlight a Quote and then select this button to remove the Quote from the list.