You use this program to view extensive quotation information held on file.
This program can be run at any time.
If you are new to this query, then the following information will help you achieve the best results:
- The information shown is always up to date (i.e. the query will reflect the latest information for quotations that have been captured or maintained).
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If you know the quotation code, then you can enter it directly and press the Tab or Enter key to view the information.
If you do not know the quotation code, then you can use the browse function to locate the quotation.
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You can personalize this query in a number of ways. These include:
- configuring property sheets (e.g. the section headed Quotation Header). This includes being able to sequence items by dragging them up or down, to show important items first
- configuring the Quotation Detail Lines listview. This includes being able to sequence columns by dragging them left or right, sorting columns and changing column widths
- configuring the layout of the panes on the screen, including hiding or displaying panes
- Quotation Query
- Quotation Header
- Customer Details
- Quotation Offer Values
- Quotation Detail Lines
- Quotation Detail Values
- Custom Forms
| Field | Description |
|---|---|
| Query | |
| Sales Order | Select this to query details of the sales order created from the quote (see Sales Order Query). |
| Cost/Lead Rollup | Select this to view how the costs have been calculated
for the made-in or sub-contracted items (see Quotation Cost Implosion).
This option is only enabled if the quotation is for a non-stocked, made in item. |
| Quotation | Indicate the quotation you want to query. |
| Version | Indicate the quotation version to query. This defaults to the current version number and only applies when quotation versioning is required (Quotations Setup). |
| Play Multimedia | Select this to view any multimedia objects that has been assigned to the quotation. |
| Edit Multimedia | Select this to maintain multimedia objects for the quotation (see Multimedia). |
| Notepad | Select this to add rich format text to the quotation (see Admin Notepad Editor (Rich Text)). |
This displays the details entered against the quotation header - see Quotation Header.
Details that can be viewed in this pane include the following:
| Column | Description |
|---|---|
| Hierarchical quote | This indicates whether or not the quotation is hierarchical. |
| Printed date | This indicates the date on which the quotation was last
printed or previewed using the Quotation Batch Printing program. When you Preview the quotation in the Quotation Batch Printing program without printing it, the Quotation status remains 1 - Ready for printing. |
| Notes | The first three lines of notes entered using the Notepad Editor are displayed. You can view or edit the notes by typically using your right mouse button to select the first line of notes. |
This displays details of the customer for whom the quotation was prepared - see Customer Details.
This displays details of the various quotation offers - see Quotation Offer Values.
The Detail Lines listview displays detail line information for the quotation - see Quotation Detail Lines.
You can switch the Smart Link on the listview on and off by pressing Alt + Shift + F7.
| Field | Description |
|---|---|
| Product code | Select this hyperlink to use the Configuration Maintenance program to
view details of the product configurations currently
defined. For this to apply to a non-stocked item, you must have created an Estimate for the non-stocked item. This applies when quotation line is linked to a configuration and the Allow in process configurations option is enabled against the configuration used (Product Configurator Header Maintenance). |
| Library code | Select this hyperlink to use the Product Configurator Configuration Library Selections program to
view details of the components and operations library
selections for the configuration library linked to the
quotation line. This applies when the Allow in process configurations option is enabled against the configuration used (Product Configurator Header Maintenance). |
The information displayed in this pane relates to the currently highlighted line in the Detail Lines listview.
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
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Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
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Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
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Select the Close icon in the right-hand corner of the application help pane.
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Confirm that you want to delete the pane.