Create/Update
Sales Quote - Review
Program/Screen: SAPOET/SAPOET8007
Description:
Use this screen to review the details of the sales quote before making the final save.
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Navigation
This is the last screen for the Create/Update Sales Quote program. Review the information for the quote before saving it. If you need to change anything, use the F12 key to return to the appropriate screen and make your changes. Indicate if you want to print the quote, and if you want to fax or email the details of the quote to anyone.
Unique Create/Update Sales Quote Screens
Create/Update Sales Quote - Launch
Create/Update Sales Quote - Customer Information
Create/Update Sales Quote - Item Information
Create/Update Sales Quote - Review
Additional Program Screens
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Fields
Displays the unique number assigned to the customer.
Displays the amount of credit currently available to the customer. When the customer is over their credit limit, this amount displays as a negative number.
Displays the code for the currency to be used for the sales quote.
Billing Information
The customer's name for billing purposes.
Line 1 of the customer's billing address.
Line 2 of the customer's billing address.
The city of the customer's billing address.
The state or province of the customer's billing address.
The postal code of the customer's billing address.
The customer's main billing phone number.
Shipping Information
The customer's name for shipping purposes. This is usually associated with the job attached to the sales quote.
Line 1 of the customer's shipping address. This is usually associated with the job attached to the sales quote.
Line 2 of the customer's shipping address. This is usually associated with the job attached to the sales quote.
The city of the customer's shipping address. This is usually associated with the job attached to the sales quote.
The state or province of the customer's shipping address. This is usually associated with the job attached to the sales quote.
The postal code of the customer's shipping address. This is usually associated with the job attached to the sales quote.
The customer's main shipping phone number.
The location associated with the job you selected for the sales quote.
If a purchase order was entered in the selected job record, the number is displayed.
Indicates if items are to be delivered if this quote turns into a sales order.
Displays the date of delivery.
Displays the code that prints on the invoice when there are delivery charges.
Displays the amount you plan to charge for delivery.
Indicate if you want to print the sales quote.
Indicate if you want to fax or email the sales quote to the customer. If you enter Y, when you press Enter to finish your review of the sales quote, the Fax/E-mail Window appears.
Sales amount
Displays the total amount for the sales items on the sales quote.
Delivery charge
Displays the amount quoted as the delivery charge if the quote is converted to a sales order.
Sales tax
Displays the total sales tax amount for the possible sales order. This amount is based on your indications of whether sales items would be taxed.
Total invoice amount
Displays the total amount of the sales quote by adding all of the amounts above this figure.
Function Keys
|
Function Key |
Description |
|
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
|
F3 |
Exit. Exit the page or program. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
|
F13 (Shift + F1) |
Tax Breakdown. Advance to the Tax Itemization screen to review a breakdown of the taxes charged on this transaction. |
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