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Use this form to create several quotations at the same time.
Tasks that
use this form
Navigating
the form
The following links and tables provide descriptions for the controls in this form.
Enter criteria on the Enter criteria on the General tab.
Prepare batch processing on the Prepare batch processing on the Batch tab.
Buttons
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Button |
Description |
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Open the form, where you can modify and filter the query that generates the quotations. The values that you select in the and fields on the query are reflected in the corresponding fields on the tab. For more information, see Inquiry (form). |
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Open the form, where you can fill in the recurrence pattern. For more information, see Recurrence (form). |
Fields
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Field |
Description |
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View the type of quotations you are about to create. |
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Select a template group. For more information, see Quotation template groups (form). |
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Select a template from the template group. For more information, see About quotation templates. |
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Select which prices you want to use for the quotations. If you select , the prices are based on the item card; if you select , your prices are based on the selected quotation template. |
