Print Studio button

Quotations tab

This tab provides features to display a list of quotations that are in a status ready to print or greater and also allows access to view quotations that have been printed and are stored in Infor Document Management.

Infor Document Management is licensed separately.

Available views Description
Quotation

The quotation view displays a list of quotations and also allows them to be printed (using the print button). Filter options are available to restrict the list of records, the criteria includes:

  • Customer code

  • Customer name (using * characters to act as wildcards)

  • Salesperson

  • From and to status (defaulted to the range 30 – 90)

  • From and to entry date

  • From and to valid to date

  • Quotation group

  • Quotation type

  • Sales manager

  • Customer order number

  • Related quotation number.

Open related option available is for Change status.
Product Document

The product document view displays the product associated with the quotation. Related options include:

  • Display
Top Image In the top image view you can display the printed quotation document and optionally edit it using a word processor capable of editing a rich text format (RTF) document. You can press one of three buttons to change the view, these are details, thumbnail and card. Detail provides a list of the electronic documents and their attributes. The thumbnail button provides small images from each electronic document. The card options displays a large picture of each record together with attributes.
Bottom Image In the bottom image view you can see images that are indexed against the product on the quotation lines. These could for example be pictures, PDF documents etc. You can press one of three buttons to change the view, these are details, thumbnail and card. The electronic document can also be opened up.