Accept Quote
To open the Accept Quote screen, click the Click here to move this accepted quote to an invoice link on the Customer - Quote Header tab.
The Accept Quote screen informs you that you can create a work order for the selected quote and allows you to edit the invoice that will be created for the quote (assuming you have the adequate security permissions to do so).
The following fields appear on the Accept Quote screen:
Note: These fields will only appear if there are parts on the equipment quote (as specified on the Parts tab).
| Field | Description |
|---|---|
| Print Part Request Form | If selected, will print a part request form (PSEQPRQ) for the parts specified on the quote. |
| Printer | Allows you to specify the printer that the part request form will be sent to. |
Click on the Stock Number link to open a Work Order or Job Request for the quote.
Select the Edit Invoice checkbox to open the Customer - Invoice Header tab after clicking Continue or Cancel, allowing you to edit the invoice that will be created.
The following buttons allow you to complete your work on the Accept Quote screen:
| Button | Function |
|---|---|
| Continue |
Moves an accepted quote and creates an invoice. Note: If the Edit Invoice checkbox is selected, the Customer - Invoice Header tab will appear. |
| Cancel |
Ignores the message to create a work order or job request for the quote and simply creates the invoice. Note: If the Edit Invoice checkbox is selected, the Customer - Invoice Header tab will appear. |