Counter Menu -> Quotations Menu -> Sale Quotes Pending Approval -> REMOVE button -> Remove Sale Quote Approval -> VIEW PENDING button -> Sale Quotes Pending Approval
Note: Quotes for sales or rentals not requiring approval can be entered in the standard Quotations document.
When the approval quote is completed and submitted for approval
on the final screen of the quote, it is locked and the Credit
Department is notified by email per the address setup by Division
in Credit Department Email Addresses.
The Division of the Sale Approval Quote is
included in the subject of the email.
If corrections are required on a submitted quote prior to approval, only the originator of the quote can "unlock" it to modify it, using Remove Sale Quote Approval, which generates another email to the Credit Department to inform them of the change in status.
The Credit Department can also access and adjust the quote if
required using SALE QUOTES PENDING APPROVAL, before rejecting it,
or before approving it in preparation for converting it to an
invoice.
When a quote is approve or rejected an email will be returned to
the original operator email address as setup in Operators.
After an approved Quote is converted to an invoice in Convert Sale Approval Quote, the quote is
automatically deleted, and the quote# cannot be re-used.
Quotes submitted for Credit Approval cannot be converted to a Sales
Order.
Sale Approval Quote/Invoice Inquiry can be used to identify invoices generated from a quote and to view the unpaid balances. This inquiry provides the ability to drill down to the invoice header and detail information.
This utility can be used by the Credit Department to review,
edit, reprint, and accept or reject, the quotes that have been
submitted for approval.
The prompts are:
Note: The header of the quote cannot be modified without removing the submit status using Remove Sale Quote Approval and making the changes in Sale Approval Quotes before resubmitting it for Credit Approval.
Click the REJECT button to turn down the quote.
The quote can now be access in Sales Approval
Quotes again.
It can be deleted but it cannot be converted to an invoice.
A Rejection notification email is automatically returned to the
operator that created the quote, per the address setup in Operators.
If a quote was submitted for approval in error, or was approved in error, the Remove Sale Quote Approval can be used to reverse the status.
Once the quote has received credit approval it can be converted
to an invoice using Convert Sale Approval
Quote.
Note: Product details cannot be changed on the resulting invoice.
ACTIONS:
Additional actions provided by buttons on
the Sale Quotes Pending Approval screen include:
View Additional Quote Details:
Click EXP/CON or press <F9> to view the Ship To
or Site Name on the Sale Approval
Quote.
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