Overview of quotations
Menu paths
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Click the Quotations link or My quotations in the left menu.
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Click Quotations in the account cards.
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Click Quotations in the opportunity cards.
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Click Quotations in the item cards.
Introduction
Sales quotations are created when customers want to know the prices for certain items. On this page, the overview of quotations is displayed. From this overview, you can:
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create quotations,
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view and/or edit existing quotations, or
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view the account card.
Roles and rights
All users can view quotations.
Notes:
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For more details on function rights, go to .
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For more details on roles, go to .
What version are you using?
The information in this document is applicable
to product update 504 and higher. If you have versions lower than this, certain
features explained here will not be applicable.
How do I view quotations?
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Click Quotations in the account cards or opportunity cards. Alternatively, click the Quotations link or My quotations on the left menu.
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Define the search criteria, and then click Refresh.
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Click Close to exit.
Keep in mind: Depending on which entry point you are accessing from, the list of quotations displayed may vary. For example, if you are accessing quotations from an account card, all quotations linked to that account will be displayed. You can view the list of quotations that you have created if you have accessed the quotations from the Quotations link or My Quotations on the left menu, or view all quotations linked to a specific opportunity through the opportunity card.
How do I create quotations?
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Click Quotations in the account cards or opportunity cards. Alternatively, click the Quotations link or My quotations on the left menu.
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Click New. For more information, see Creating and modifying quotations.
How do I edit quotations?
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Click Quotations in the account cards or opportunity cards. Alternatively, click the Quotations link or My quotations on the left menu.
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Define the search criteria, and then click Refresh.
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Select the required quotation hyperlink in the Quotation number column. For more information, see Creating and modifying quotations.
How do I view account cards linked to quotations?
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Click Quotations in the account cards or opportunity cards. Alternatively, click the Quotations link or My quotations on the left menu.
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Define the search criteria, and then click Refresh.
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Select the required account hyperlink in the Account name column. For more information, see Viewing company account cards and Viewing person account cards.
Buttons
Close
Click this to exit.
Refresh
Click this to update the data displayed.
Reset
Click this to clear the defined search criteria.
New
Click this to create a quotation. For more information, see Creating and modifying quotations.
Create from WBS
Click this to create a quotation for the selected project. The quotation for the project is generated based on the selected fields in the project and WBS lines. The quotation lines are based on the WBS lines, whereby multiple WBS lines are combined into one quotation line based on the item in the WBS line.
You will see an error message if:
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The Use deliverables & WBS setting is not enabled for the project.
- WBS lines are not defined for the project.
- The selected project has been removed from the Project field in the criteria.
- The account is not defined for the project.
Note: This button is only available if you click Quotation in the project card.
Fields
Criteria section
This section allows you to define the relevant criteria to search for quotations that you want to display. You can display quotations based on account, opportunity, status, and other relevant criteria.
Account
Type or select an account to display quotations linked to that account. This field will be automatically defined if you have accessed the Quotations page through an account card.
Opportunity
Type or select an opportunity to display quotations linked to that opportunity. This field will be automatically defined if you have accessed the Quotations page through an opportunity card.
Status
Select the status of the quotations you want to display. You can choose from Open, Lost, and/or Won.
Owner
Type or select a person to display quotations linked to that person. This field will be automatically prefilled with the ID of the user who is currently logged on to Exact Synergy Enterprise.
Division
Type or select a division in your company to display quotations linked to that division.
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 or 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 7 days
- Last 30 days
- Last 90 days
- Last 365 days
Results 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 company account cards and Viewing person account cards.
Amount
This column displays the amounts and currencies in which the quotations are quoted.
Expiry date
This column displays the expiry date of the quotations.
Related documents
| Main Category: |
Attachments & notes |
Document Type: |
Online help main |
| Category: |
|
Security level: |
All - 0 |
| Sub category: |
|
Document ID: |
20.768.075 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
16-10-2024 |
| Release: |
251 |
Attachment: |
|
| Disclaimer |