This form is utilised to locate, select and open a particular quotation by way of a number of alternative selection criteria methods.
This form is split into six parts, which are as follows:
In addition to displaying the form name the Title Bar provides a number of useful buttons.
The contents of the Quotation Search menu bar is as follows:
- Search
This menu option is used to confirm the required quotation search criteria and proceed with the quotation search.
Exit
Returns to the primary Quotation form saving any data amendments.
Provides online access to a context sensitive Help form.
The contents of the full toolbar are as follows:
Exit returns to the primary Quotation form saving any data amendments.
Clears the current selection criteria allowing input on new selection criteria.
Confirms the required quotation search criteria and proceeds with the quotation search.
Provides online context sensitive help information to the user
There are seven selection criteria fields that may be used individually or in conjunction with each other in order to locate the required quotation(s).
If known, the Quote Number (omitting any leading zeros) is entered directly into this field and the
If an existing quotation is amended then a new quotation number is generated. However, each successive edited quotation will retain the same unique Quote Reference number. An audited log will be kept of each edit (changes currently monitored are edits made to maintenance and residual values) by way of this Quote Reference number. This field enables a search to be made on the Quote Reference number and all linked quotations are displayed in the Selection Display area.
Clicking-on the ellipsis (...) button to the right of the Customer field enables the selection of a specific company (by way of the Customer WordSearch facility) for which quotations can be displayed. This is particularly useful in conjunction with other selection criteria fields.
Clicking the down-arrow button for this field produces a drop-down list displaying the various quotation statuses:
All Quotes
Live (Quoted)
Accepted
Lost Business
Proposal
Deleted
Clicking on the required option enters the appropriate status into the dialogue box. A search is performed on these criteria. e.g. If A is entered the system displays all "Accepted" quotations.
There are two fields available here so that a range of dates - "From" and "To" - can be entered for the quotation selection criteria.
A date range is entered which ensures that the system searches for all quotations created on and between the "From" and "To" dates.
By clicking-on the ellipsis (...) button to the right of either of the date fields a monthly diary form is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary form. A double-click on the appropriate day of the month enters this date into the appropriate date field. Tab or click with the mouse to move to the "To" date field.
Clicking in this Check Box, and ticking this option, displays all of the quotes produced on the current day. Clicking again deselects the option.
Clicking in this Check Box, and ticking this option, displays all of the quotes produced by the user who is currently logged-in. Clicking again deselects the option.
Once the required selection criteria is entered, the Selection Display section of the form displays all quotations meeting the selected criteria and provides the following data:
Quote No
The unique quotation number e.g. 0001983
Date
The date on which the quotation is created.
Time
The time at which the quotation is created.
Exec
The User ID of the Salesman/user against whom the quotation is generated.
Customer
Displays both the target contact name and the name of the customer for whom the quotation is generated.
Product
The product description used within the quotation e.g. Contract Hire with Maintenance.
Profile
Displays the Finance Profile e.g. 3 33 2.
Status
The current status of the quotation e.g. Afor Accepted.
Quote Ref.
If an existing quotation is amended then a new quotation number is generated. However, each successive edited quotation will retain the same unique Quote Ref number. This unique Quote Ref is displayed here.
If the List Box contains more quotations than the box can display, the form presents a Scroll Bar which is operated in a number of ways: