Refer to the topics listed below to review information about special functionality available in Quote Entry:
From the Quote Header section of quote entry, select the Bring in Another Quote checkbox to bring in another quote, then enter the quote number. Press F2 to search. You can establish some standard quotes so that there is no need to enter them each time. By using the Bring in Another Quote function, the line-items automatically transfer from the quote selected to the quote being entered. The quote selected to be brought in is not affected by the transfer. It stays in its original form. If you enter No, the system continues without additional quote information.
When you import a quote into a new quote, the system recalculates the cost of each item to the current cost. For items that contain a user-overidden cost, the system recalculates the cost based on a setting on the Quotes tab of the SO Static Control F/M. The setting allows you to indicate whether you want the system to recalculate a user-entered item cost when the quote is imported to a new quote or converted to a sales order.
When you convert a quote to a sale when using source document pricing all prices come in as user override prices. The system sets the price’s commission % to "No Priority" and calculates the default commission. Refer to the Calculating Commissions topic for processing details about commission percentages.
If multiple warehouses on an order are being used:
The system automatically creates a document number once you complete the header. At that point, the document number appears in the title bar along with the customer’s name. You can also assign a document number manually if you prefer.
To assign document numbers manually:
1. Open Quote Entry.
2. Choose File-->New Document Number from the menu.
3. Enter up to six characters to create a document number. Choose OK or press CR.
4. Begin entering the order, starting with the Customer Number.
Access an existing document before you begin entering a new one. Once you begin entering header information, the system does not allow to you open a document in the same window. You can also start another session of FACTS if you need to open a document while you are in the middle of entering one.
To open an existing order:
Enter the document number in the Doc/Cust field and press Enter (CR). If the document number is on file, the customer number appears in the field and the document number appears in the title bar.
OR
1. Choose File-->Open Existing Document.
2. Use the Document Search window to find the document you want to edit or review.
3. Choose OK in the search window to select the document and return to the main entry window.
When you delete a quote, the document is not technically deleted from the system until the next Daily Sales Register Update. Until then, the header status changes to Deleted and the system removes all line items. This procedure enables the system to keep an audit trail of all the order numbers used.
Quotes remain in the Quote File even after they have been converted to an order. To remove expired and converted quotes, use the System Clean Up F/M (SMF993) program.
To delete an order before the header is complete:
Press F4 to back up to the Doc/Cust field.
To delete an order after the header is complete:
With the document open on screen,
Choose File-->Delete Document from the menu.
At the prompt “Delete this entire document?” select “YES – Delete”.
If the Lost Sales is selected on the Use Features tab of SO Static Control F/M (SOF980), you have the opportunity to post to lost sales if the item is inactive and the quantity is greater than the available amount.
Select from the following options to indicate how to record and process the lost sale:
N-No to indicate that you do not want to record the lost sale, R-Review to display the Lost Sales Entry (SOC420) screen and modify the lost date, update usage, quantity, price, cost, reason, and/or notes, Y-Yes to record the lost sale using the default lost sale reason code entered SO static Control F/M, the quote date as the lost sale date and usage defaulting to “no update”. You can also enter a different lost sale reason code.
Select OK to delete the document or Cancel to exit without deleting.
Use your mouse or arrow keys to highlight the line in the item browser and press Enter (CR).
OR
Highlight the line and press Line Detail to access fields that do not appear in the line-item entry section.
Use the mouse or arrow keys to highlight the line in the item browser.
Select the Deleteicon on the keyboard, or choose Edit-->Delete Item from the menu.
At the prompt “Delete this line?” select “YES – Delete”.
If the Lost Sales is selected on the Use Features tab of SO Static Control F/M (SOF980), you have the opportunity to post to lost sales if the item is inactive and the quantity is greater than the available amount.
Select from the following options to indicate how to record and process the lost sale:
N-No to indicate that you do not want to record the lost sale, R-Review to display the Lost Sales Entry (SOC420) screen and modify the lost date, update usage, quantity, price, cost, reason, and/or notes, Y-Yes to record the lost sale using the default lost sale reason code entered SO Static Control F/M, the quote date as the lost sale date and usage defaulting to “no update”.You can also enter a different lost sale reason code.
Select OK to delete the document or Cancel to exit without deleting.
Use the mouse or arrow keys to highlight a line. The program inserts the new line item above the selected one.
Select the Insert icon or choose Edit-->Insert Line from the menu.
The program stays in Insert mode until you press F4 from the Item Number field or choose the Cancel button at the right of the screen
This feature may be helpful when you need to find an item you entered on a long order. It eliminates the need to scroll up and down in the list browser.
Choose Edit-->Find Line Item from the menu.
Enter the item number you want to locate. Press Enter (CR) to go to the first occurrence of that item in the item browser on the main screen. Press F2 to find a different item or F4 to exit the Find Item window.