Quote lines
Use this function to display quotation lines tendered for goods by one or all sites on one, or between a range of dates.
You can inquire by company and site, product and customer, project and type of quotation. You can filter the results by the various stages of the quote such as whether the quote was converted to an order, the validity of the quotation and the signature status (signed or not signed).
Prerequisites
Refer to documentation Implementation
Screen management
This function is customized to the needs of your organization and your processes. The Inquiry screens function for code 'CSL' determines the way in which you enter information, and how information is displayed and printed.
The Quote lines inquiry function contains a section for you to enter your selection criteria and a table (grid) in which the results of the search are displayed.
Header
Presentation
Selection
Use this section to filter or select quotations:
- Start date. The default Start date is the first date of the month two months before the current month but can be amended.
- End date. The default End date is the last date of the current month but can be amended.
The search, therefore, covers a 3 month period, by default.
Status, Validity, Signature
You can filter the results by the various stages of the quote using the Status, Validity and Signature sections.
You can use the Criteria action to enhance the selection criteria applied.
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Fields
The following fields are present on this tab :
Selection
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This field is used to specify the company code. |
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This field is used to indicate the sales site. |
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This field contains the reference identifying the product. |
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This field is used to enter the code identifying the customer. |
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This field is used to filter information by quote type. When the quote type is not specified, all quote types are displayed in the list of results.
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Filter for results within a range of project codes. For a single project, enter the same project code in the from/start Project and to/end Project fields. The content can be one of the following:
If the value of this field includes a character such as an exclamation mark '!' this field links to the structure of the project. The character is the separator between a project code and the structure, either the project budget structure or the project operational (task) structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.
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These two fields are used to define the date ranges.
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Status
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The check boxes 'Ordered' and 'Not ordered' are used to focus on the quotes according to their status:
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Validity
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The check boxes 'Valid' and 'Not valid' are used to focus on the quotes according to their validity:
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Signature
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The Signed and Not signed check boxes target documents based on their status: Signed
Not signed
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Tab Search results
Presentation
This section displays all quotation lines that meet the defined selection criteria. The validity date of each quotation line is included.
The columns displayed in the grid or table and the order in which they are displayed is determined by the Inquiry screens function for code 'CSL'.
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Fields
The following fields are present on this tab :
Grid
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This field displays the associated project code. The content can be one of the following:
If the value of this field includes a character such as an exclamation mark '!' this field links to the structure of the project. The character is the separator between a project code and the structure, either the project budget structure or the project operational (task) structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.
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This field indicates which version of this product applies. Major versions might be used where there have been increased or significant changes to the original or previous version, that is the 'form, fit or function' has changed. This field is not populated if the product code defined in the Product field is not version managed. |
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This field indicates which minor version of this product applies. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version. This field is not populated if the product code defined in the Product field is not version managed. |
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Action icon
Quote
Click Quote from the Actions icon to view the quotation details. The transaction you select determines the way in which you enter information, and how information is displayed and printed. If only one transaction has been set up you are not offered a choice, the default entry screen is displayed.
Sales journal traceability
Click Sales journal traceability from the Actions icon to open the Journal traceability inquiry where you can view or browse through the hierarchy of documents created from this quotation line.
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Specific actions
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Click the Search action to load the table (grid) with quote lines that meet the entered selection criteria. The maximum number of lines displayed is defined in the Inquiry screens function for code 'CSL'. |
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The following fields are included on the window opened through this button : Selection
Status
Validity
Signature
Display
Close Click the Criteria action to access additional selection and display criteria. You can filter the quote lines to be processed by quote number and modify the sort order. Screen code. You can select the required customized inquiry screen, if you are using personalized inquiries.
You can save one or several sets of criteria using the Memo action. You can recall these using the Recall action or delete them using the Delete memo action. |