This form is used to locate, select and print a particular quotation by way of a number of alternative selection criteria methods.
This form is split into five 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 Quotations Print menu bar is as follows:
- Exit
Returns to the Quotations Main Menu 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 Quotations Main Menu form saving any data amendments.
Clears the selection criteria of a previous search allowing input on new selection criteria.
Confirms the required quotation search criteria and proceed with the quotation search.
Selection of this option displays the Print Selection Dialogue Box which provides a number of print options including: a drop-down list of available printers from which to select; selection of the item to be printed; and a print preview facility.
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).
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.
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.
There are two fields available here so that a quotation range - "From" and "To" - can be entered for the quotation selection criteria.
A range is entered which ensures that the system searches for all quotations with a quotation number falling on and between the "From" and "and" quotation range.
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 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. for example, If A is entered the system displays all "Accepted" quotations.
Clicking in this Checkbox, and ticking this option, displays all of the quotes produced by the user who is currently logged-in. Clicking again deselects the option.
A double-left-click of the mouse against a quotation record places a tick in the extreme right field of the Selection Display area against a quotation to denote that this field is selected for printing. Selection of this checkbox then denotes that the print process prints the quotations in the order in which they have been selected.
Clicking in this Checkbox, and ticking this option, displays all of the quotes produced on the current day. Clicking again deselects the option.
A double-left-click of the mouse against a quotation record places a tick in the extreme right field of the Selection Display area against a quotation to denote that this field is selected for printing. Selection of this checkbox places a tick against all of the currently displayed quotation records denoting that they are all ready to be printed.
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
The unique quotation number for example, 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.
Vehicle
Displays a description of the selected vehicle within the quotation.
Product
The product description used within the quotation for example, Contract Hire with Maintenance.
Profile
Displays the Finance Profile for example, 3 33 2.
Status
The current status of the quotation for example, Afor Accepted.
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 Reference number. This unique Quote Reference is displayed here.
If the List Box contains more quotations than the box can display, the form displays a Scroll Bar which is operated in a number of ways: