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  13. Book quotation lines from...

Book quotation lines from previous orders

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  1. Select the Work with sales quotations menu item.
  2. On the main panel, create a new sales order quotation or maintain an existing one. (See Enter a sales quotation or Change a sales quotation for instructions).
  3. You access Work with sales quotation lines. Click the Smart entry function key.
  4. You access Smart quotation entry, Previous order where the order lines for the customer’s previous order are displayed.

    5. Find other orders
    You can search for any other order lines for a quotation by clicking the Fnc list function key and selecting that applicable:

    • Previous to go back one previous order
    • Next to advance to the next order which was previously entered for the customer.

      • Note: The previous orders are retrieved in numerical order.

    View different information
    You can also click the Shift info function key to toggle different sets of information for the order line:

    • In default mode: Item, Order number, Line number, Order quantity and Warehouse.
    • After clicking Shift info once: Item description, dispatch date, Order quantity and Warehouse.
    • After clicking Shift info twice: Price sold (excluding discount), Current selling price (excluding discount), Price unit, Profit margin (of current price), Order quantity, Available quantity, Unit and Warehouse. To return to default mode click Shift info once.

    Change info
    You can change information in the following fields:

    Order qty
    Enter the quantity you want to book for the line.
    Whs
    Enter the warehouse from which the item will be picked and shipped. Tip: If you to want to ship all lines from an alternate warehouse, enter the warehouse code in the Whs field at the bottom right-hand corner of the panel. Click OK. Each line will be assigned to this warehouse.

    Click OK once you have made your changes.

    Book lines
    When you are ready to book you have two options:

    1. Select the quotation order line(s) you want to book and click Acc mark, or
    2. Book all lines (Do not mark any lines and click Acc all).

    Note: If errors occur while booking the line(s), the system first displays the Work with sales quotation lines, Line details panel and highlights the error. After correcting the error, you will return to the Smart quotation entry session where processing of the order line(s) can continue. If there are no errors, the system updates the lines on the Work with sales quotation lines panel, but you remain in the Smart quotation entry session.

    Click Back to exit the Smart quotation entry session. You will see the lines that you just booked on the Work with sales quotation lines panel. You can now continue processing order lines as usual. See About sales quotations.

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