Quote Adjustments Listing
Data Source: PFWTAB
To open the Quote Adjustments Listing screen, hover over the Configuration link from anywhere within IntelliDealer and select Service> General Ledger> Quote Adjustments from the drop down list.
The Quote Adjustments Listing screen allows you to search for, view, edit and copy work order quote adjustments and create a list of adjustments.
The following sorting options appear on the Quote Adjustments Listing screen:
| Sort by | |
|---|---|
| Field | Description |
| Status | Sort the search results by status. |
| Location | Sort the search results by branch location. |
The following search fields appear on the Quote Adjustments Listing screen:
| Field | Description |
|---|---|
| Select Status | Search for work order Quote Adjustments by selecting a status (Customer, Warranty or Internal). |
| Select Location | Search for work order Quote Adjustments by entering a branch location. |
| Include Inactive | Select the checkbox to include inactive quote adjustments in your search. |
The following fields appear on the Quote Adjustments Listing screen:
| Field | Description |
|---|---|
| Status | The Status (Customer, Warranty, or Internal of this Quote Adjustment. |
| Location | The branch location where the quote adjustments will apply when a work order is created. |
Click on the Need to create a new quote adjustment? Click here to add link to add a new quote adjustment.
The following button allows you to complete your work on the Quote Adjustments screen:
| Button | Function |
|---|---|
| Close | Closes the Quote Adjustments screen and returns to the Configuration Quick Links screen. |