Searching for quotations
Menu path
Modules > Customers > Reports > Quotations > Search
Introduction
Sales quotations are created when customers want to know the prices for certain items. With so many recorded quotations, it is useful to be able to search for relevant and related quotations so that they can be compared.
Roles and rights
Everyone can search for quotations. However, you can edit the quotations only if you fulfill the following criteria:
- You are the owner of the quotation card.
- You are the manager of the owner to the quotation card.
- You are the creator of the quotation card.
Note:
- For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
- For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.
What version are you using?
The information in this document is applicable to product update 261 and higher. If you have versions lower than this, certain features explained here will not be applicable.
How do I search for quotations?
- On the Quotations: Search page, define the criteria, such as the quotation number, the division to which the quotation is linked, and the status of the quotation.
- Click Show.
Icon
Customise
Click the Customise icon at
the top right of the page to customise the fields and columns. You can
display or hide fields by selecting or clearing the relevant check boxes under
the Quotations section. Under the Columns section, select the
columns that you want display or hide by clicking the arrows to move them to the right or left
sections. Click Save to save the settings, Default
to reset your selections to the default setting, or Close to exit
without saving.
Close
Click this to exit.
Show
Click this to display the results based on the defined criteria.
Note:
- Once you have clicked this, the name of the button will change to Search.
- Once you have clicked this, the Reset and Count buttons will not be available.
- Once the search results are displayed, the
Expanded, 
Compressed, and 
Column icons will be available next to the Page size field for you to select the display views for the search results.
Reset
Click this to clear the defined criteria.
Count
Click this to display the total number of results based on the defined criteria.
Default
Click this to use the default settings for this
page.
Fields
Quotations section
This section allows you to define the relevant quotations you want to search. You can search for quotations based on the account, opportunity, status, and other relevant criteria.
Quotation number
Type a quotation number to display a quotation that matches this number.
Owner
Type or select a person to display quotations linked to that person.
Account
Type or select an account to display quotations linked to the account.
Division
Type or select a division in your company to display quotations linked to that division.
Opportunity
Type or select an opportunity to display quotations linked to the opportunity.
Expiry date
Type or select an expiry date range to display quotations expiring within that date range. The date range can be defined according to your selection of options in the first field or you can type/select the respective dates in the date range fields. You can choose from the following options in the first field:
- Range
- All
- This year
- This quarter
- This month
- This week
- Today
- Yesterday
- Last days: 7
- Last days: 30
- Last days: 90
- Last days: 365
Status
Select the Open, Lost, and/or Won check box(es) to display the quotations with the respective status(es).
Project
Type or select a project to display quotations
linked to the project.
Item
Type or select an item code to display
quotations with the item code.
Columns section
This section provides a brief overview of the quotations. Information such as the quotation number, account name, amount, and expiry date are displayed.
Quotation number
This column displays the quotation numbers. You can click on the quotation number to view or edit the quotation. For more information, see Creating and modifying quotations.
Account name
This column displays the names of the accounts for which the quotations are created. You can click on the account name to go to the account card. For more information, see Viewing account cards.
Amount
This column displays the amount and currency in which it is quoted.
Expiry date
This column displays the expiry date of the quotations.
Templates section
You can save your search criteria as a template. For more information, see Creating and modifying search templates.
Related documents
| Main Category: |
Attachments & notes |
Document Type: |
Online help main |
| Category: |
|
Security level: |
All - 0 |
| Sub category: |
|
Document ID: |
20.976.292 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
01-06-2023 |
| Release: |
|
Attachment: |
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| Disclaimer |