Use this form to confirm a quotation with the status of or and update the quotation status to .

The sales quotation is converted to a sales order and further editing of the sales quotation is not possible.

Navigating the form

The following links and tables provide descriptions for the controls in this form.

Tab

Upper pane

Tab

Description

Define the reason the sales quotation was won (if known) by selecting the most relevant reason from the drop-down list in the field.

You can also choose to leave the field empty, but defining reasons why a quotation was won, lost or cancelled improves the quality of any quotation or sales statistics if these are used by the company.

Elect to define the level of credit limit checking when invoicing the sales quotation.

Lower pane

Tab

Description

Overview tab

Overview of the sales quotation.

Setup tab

Date to be given to the update job.

Overview of the sales quotation lines.

View the quotation number and customer name.

Buttons

Button

Description

Opens and edits the query behind the update process.

Sets up the output target for the update process and printer parameters.

If the update process is to run as a batch job, clicking this button opens a dialog where you can set up the batch parameters. For additional information, see Prepare batch processing on the Batch tab.

Fields

Field

Description

Calculated or inserted expiry date.

Quotation identification.

Customer or vendor account number.

Use this extended data type ( ExternalAccount) to create customers and vendors. Alphanumeric characters are allowed.

  1. Enter the length of the longest possible account number.

  2. Select between and .

Customer or vendor account number.

Use this extended data type ( ExternalAccount) to create customers and vendors. Alphanumeric characters are allowed.

  1. Enter the length of the longest possible account number.

  2. Select between and .

Description of the quotation.

Current currency code.

Transaction date.

Identifies the quotation.

Unique user-defined code that is assigned when items are created. We recommend that you not use special characters or spaces in the item number.

Item numbers can be system generated by linking the item number to a number sequence.

Number of sales units.

Line amount, including discount.