Create
Sales Quote - Launch
Program/Screen: SAPOET/SAPOET1006
Description:
Use this screen to launch the Create Sales Quote program where you can create a quote for sales items that can later be converted to a sales order or sales invoice.
Click a link to advance to that section of the topic.
Navigation
Access this program from the Operations menu. If your system is set up to require a user name and password to use this program, enter that information first.
If you are creating a sales quote, enter either the customer number or name (for charge account customers) or the driver's license state and number (for cash customers) for the rental contract.
If you are creating a sales quote for a charge customer who requires a job number for all transactions, the next screen in the sequence is the Job Selection screen. If you are creating a sales quote for a cash customer, the next screen in the sequence is the Customer Information screen. If you enter an existing cash customer, their identifying information displays on the screen. If you enter a new cash customer, you are prompted to enter their identifying information.
Unique Create/Update Sales Quote Screens
Create Sales Quote - Launch
Create/Update Sales Quote - Customer Information
Create/Update Sales Quote - Item Information
Create/Update Sales Quote - Review
Fields
If you are creating a sales quote for a charge account customer, enter the account number or the name (or the Search Word) of the charge customer. If you do not know the name or the number, press F4 while in this field to access Customer Search.
If you know the first letter of the customer's name, type it in the field and press Enter to access Customer Search and display a list of customers whose names (first or last) contain that letter. For example, type H and press Enter and the list in Customer Search would show both Baker Hardware and Hillcrest Electric. The list would then continue with customers whose names started with the subsequent letters of the alphabet such as I and J in our example.
If you are creating a sales quote for a cash customer, enter the two-letter abbreviation for the state on the customer's driver's license.
If you are creating a sales quote for a cash customer, enter the number from their driver's license.
Enter or accept the date that you are entering the sales quote.
Enter or accept the time that you are entering the sales quote.
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. |
|
F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
|
F5 |
Refresh. Refresh the screen and remove entered data. |
|
F23 (Shift + F11) |
Delete. Only available in UPDATE mode. |
Related Programs
Create/Update Rental Reservation/Quote
Back to top