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Exact Synergy Enterprise   
 

Searching for quotations

Menu path

Modules > Customers > Reports > Quotations > Search

Introduction

Sales quotations are created when customers want to know the prices for certain items. With so many recorded quotations, it is useful to be able to search for relevant and related quotations so that they can be compared.

Roles and rights

Everyone can search for quotations. However, you can edit the quotations only if you fulfill the following criteria:

  • You are the owner of the quotation card.
  • You are the manager of the owner to the quotation card.
  • You are the creator of the quotation card.

Note:

  • For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
  • For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 261 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I search for quotations?

  1. On the Quotations: Search page, define the criteria, such as the quotation number, the division to which the quotation is linked, and the status of the quotation.
  2. Click Show.

Icon

Customise

Click the Customise icon at the top right of the page to customise the fields and columns. You can display or hide fields by selecting or clearing the relevant check boxes under the Quotations section. Under the Columns section, select the columns that you want display or hide by clicking the arrows to move them to the right or left sections. Click Save to save the settings, Default to reset your selections to the default setting, or Close to exit without saving.

 

Buttons

Fields

Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 20.976.292
 Assortment:  Date: 01-06-2023
 Release:  Attachment:
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