Accessed by way of Fleet Quotations / System Maintenance / Consolidate Quotation Files.
This form is utilised to locate, select and delete particular quotations by way of a number of alternative selection criteria methods.
This form is split into four 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 Consolidation menu bar is as follows:
- Exit
Exits to the System Maintenance Menu.
Prints the selected quotation document.
- Search
This menu option is used to confirm the required quotation search criteria and proceed with the quotation search.
Provides online access to a context sensitive Help form.
The contents of the full toolbar are as follows:
Exits to the System Maintenance Menu.
Confirms the required quotation search criteria and proceeds with the quotation search.
This icon is only available when the system is processing a search. Selection of this icon halts the calculation process.
Deletes any quotations that are highlighted.
This icon only becomes available when the Recovery Tab is selected. The Recovery Tab displays any quotations that have been deleted (and have a Status of X). Selecting this icon returns the selected quotation(s) to the Basic Tab and returns it/them to a Status of X.
Provides online context sensitive help information to the user
This area is split into three tabs which are as follows:
This tab contains one basic selection criteria field and a full selection display area. The search criteria field may be used to find the relevant quotations and they are displayed within the Selection Display area To delete the records highlight the appropriate quotations and select the
- Quotes for User xxxxx
Where xxxxx is the user who is currently logged-in. If this checkbox is ticked then the Selection Display area only displays quotations that have been generated by the current user. If deselected (i.e. the tick removed) then the form displays all quotations.
- Selection Display Area
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.
Salesman
The User ID of the Salesman/user against whom the quotation is generated.
Customer Name
Displays both the target contact name and the name of the customer for whom the quotation is generated.
Product Description
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. Qfor Quoted.
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:
- Holding down the up/down arrows controls movement up and down the List Box
- Positioning the mouse pointer over the Scroll Box, hold down the left mouse button, and move the mouse. The mouse pointer moves, dragging the Scroll Box. Move the Scroll Box to the desired location and release the left mouse button.
- Position the mouse pointer over the Scroll Bar. Single-click with the mouse, above or below the Scroll Box depending upon the intended direction, as many times as is required to move the Scroll Box up or down to the desired location.
There are four selection criteria fields that may be used individually or in conjunction with each other in order to locate the required quotation(s). The search criteria fields may be used to find the relevant quotations and they are displayed within the Selection Display area. To delete the records highlight the appropriate quotations and select the
- Status
Clicking the ellipsis button for this field produces a drop-down list displaying the various quotation statuses:
Accepted
Deleted
Expired
Lost Sale
Quote
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.
- Between Dates
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.
Allows entry of a text string by which to search for a customer name. This is particularly useful in conjunction with other selection criteria fields.
This tab contains quotations which have previously been deleted. The two search criteria fields may be used to find the relevant quotations and they are displayed within the Selection Display area. All quotations displayed within this tab have a status of X for "deleted". To "undelete" or "recover" these records, highlight the appropriate quotations and select the
There are two selection criteria fields that may be used individually or in conjunction with each other in order to locate the required quotation(s).
- Between Dates
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.
- Customer
Allows entry of a text string by which to search for a customer name. This is particularly useful in conjunction with other selection criteria fields.