Quote Entry Menu options

File

New document number

Allows you to manually enter document numbers. Otherwise, the program automatically assigns them as you complete the header of each document.

Open Existing Doc

Enables you to open and edit an existing document.

Delete Document

Deletes the current document. The system deletes the line items and sets the header to deleted status. The document prints on the Daily Sales Register as deleted, providing an audit trail of assigned document numbers.

Edit

Add line

Adds a line item to the order

Insert line

Enables you to insert a line item above the one selected in the item browser.

Delete line

Deletes a line item from the order.

Find line item

Enables you to search for a line item entered on the order by item number.

View

Class Totals

Displays all item classes on the document and the number of line items in each class and class. This view also breaks down the document total by class.

Item Interchanges

Allows you to look up alternate references listed for each item number.

Price Search

Enables you to see all possible prices available for both the item and the customer, including the default price.

You also can access the Price Search feature by pressing F3 from the Price field.

Aging

Displays the customer's credit limit, balance, current amount due, amounts overdue (if any) and any aging information.

Past Sales

Displays the customer's purchase history for a selected item. The history includes the purchase date, invoice number, the quantities purchased and in which units, the price per unit and the pricing unit of measure.

Committed

Displays committed quantities for a selected item. Choose to view sales orders, warehouse transfers, manufacturing tickets and equipment rental contracts (for Service & Repair users).

On Order

Displays any purchase orders, and for BOM items, any manufacturing tickets on file for the selected item. Enables you to view the quantities on order for this item.

 Displays the expected changes in an item's balance in a warehouse. The Timeline corresponds to the four existing time line alerts: Purchase Orders too late for demand, Transfers too late for demand and Purchase Orders too early for demand, Transfer too early for demand. The parameters for these four alerts are set in the Replenishment Parameter F/M program parameter, "Alert on Product Arriving Too Early / Too Late". The Timeline view is available even if this parameter is not setup. Note: This view does not reflect seasonal changes in usage, so it should not be relied upon for projected shortfalls or overstocks for seasonal items.

Displays any notes entered in IC Item Inquiry or Notes Entry SME710 for the selected quote document. Refer to the Viewing/Entering Notes from Sales Order Programs topic for details.

Customer Notes

Displays any notes entered in Customer Inquiry or Notes Entry SME710 for the selected customer. Refer to the Viewing/Entering Notes from Sales Order Programs topic for details.

You cannot access the Customer Notes feature (View>Customer Notes) while you are working in the line-item portion of the screen. When you finish with line items, place the cursor in the header portion of the screen and then select View>Customer Notes.

Displays any notes entered in IC Item Inquiry or Notes Entry SME710 for quote lines. Refer to the Viewing/Entering Notes from Sales Order Programs topic for details.

Item Notes

Displays any notes entered in IC Item Inquiry or Notes Entry SME710 for the selected item. Refer to the Viewing/Entering Notes from Sales Order Programs topic for details.

Options

Header Detail

Provides access to all the header fields available for this document type.

Line Detail

Provides access to all the line entry fields available for sales order documents.

Deposits/CC Preauths

Accesses the Deposit/Payment Entry window so you can place deposits on the order.

Lost Entry Sale

Allows you to track lost sales on items. Enter the item number, description, the quantity, usage, UM, price and the reason code. Lost Sales functionality is only available if the Lost Sales check box is selected on the Use Features tab of SO Static Control F/M (SOF930).

Substitute Items

Allows you to search for substitute items.

Show Where Used

Allows you to view all of places (sales orders, production, and transfers, for example) in FACTS that the current customer or item exists.

Change Vendor

Allows you to view and change vendors for line items.

Import Items

Allows you import items from existing documents (quotes, orders or past invoices) This feature allows you to easily duplicate on one document (a quote, order or invoice) the line items on another document (quote, order or past invoice). Policy flags set in the Document Import Control F/M (SOF972) indicate whether or not you can duplicate lines from a document for a different customer and how the pricing gets updated when the import occurs. The system allows you to select the document type, reference number and default pricing option (if applicable) and then displays the Import Item Selection dialog box, so you can select the items to import to the new document.

Item Search

Allows you to search for items by item number, item interchange, item class or UPC number. Click Alt Look on the Item Search to display warehouse quantities, item catalog search, service item search, or standard part number search.

You can also access the Item Search by pressing F2.

This option is only available when you are entering an item number.

Customer Item Search

Allows you to search for items according to customer references.

This option is only available when you are entering an item number.

Catalog Item Search

Allows you to search for a catalog item by alpha lookup or catalog item number.

This option is only available when you are entering an item number.

Past Sales Search

Allows you to lookup all items sold to this customer in the past.

When you select an item from this search, the system sets quantity ordered to what the customer ordered in the past sale. This option is available at the item prompt and only if the Use Past Sales flag is selected in SO Static Control.

From the Past Sales Search screen, click Temp Items to display the Temporary Past Sales Search window, which contains a list of temporary items for the specified customer. If an item is selected from this window, the system closes both search windows populates these fields in the Order Entry Line item section of the screen: Item number, Description 1, Description 2, Vendor, Class, Weight, selling Unit of Measure, Cost, cost Unit of Measure, Price, and price Unit of Measure.

Quick Item Add

Allows you to add an item to the system on the fly. The item can be accessed later from Item F/M.

This option is only available when you are entering an item number.

Help

Contents
& Index

Opens the on-line help system.