Accept Quote

Use the Accept Quote screen to create a work order for the selected quote and edit the invoice that is created for the quote (assuming you have adequate security permissions).

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.

Note:  These fields only appear if there are parts on the equipment quote (as specified on the Parts tab).

Fields on the Accept Quote screen are:

Field	Description
Print Part Request Form	If selected, prints a part request form (PSEQPRQ) for the parts specified on the quote.
Printer	Specify the printer that the part request form is sent to.

Click 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 is created.

Click Continue to move an accepted quote and create an invoice. If the Edit Invoice checkbox is selected, the Customer - Invoice Header tab appears.

Click Cancel to ignore the message to create a work order or job request for the quote and simply create the invoice. If the Edit Invoice checkbox is selected, the Customer - Invoice Header tab appears.

Data Source: CGIIND, CGIINH

Revision: 2025.12