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Search for items and book quotation lines

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  1. Select the Work with sales quotations menu item, highlight the applicable sales quotation and select the Lines option.
  2. On the Work with sales quotation lines panel, click the Smart entry function key.
  3. On the Smart quotation entry panel, click the Item search tab.
  4. You access the Smart quotation entry, Item search panel. Enter information in the following fields:
    5. Search flds
    There are six entry fields belonging to this parameter. Enter your search criteria in any of these fields. A general search will be made in (up to) 25 different item definition fields. Tip: The more information you enter into the fields, the narrower your search result will be.
    Field types
    These six fields are used in conjunction with the search fields (above). These allow you to perform a work-specific search instead of a general search. This will allow you to control which fields should be searched for the information that you entered in Search flds. Enter a value from the Item search field control table, beneath any entered search field to narrow down the search.

    You have two other options to locate item lines:

    Item
    Enter part of an item code to view a list of all item lines that begin with those character(s).
    Search name
    Enter the first portion of any item description to view a list of all item lines that begin with those character(s).

    Click OK. The system displays the item lines according to the entered search criteria.

    View different information
    You can also click the Shift info function key to toggle different sets of information for the order line:

    • In default mode: Item, Unit, Available quantity, Order quantity and Warehouse.
    • After clicking Shift info once: Item description, Current selling price (excluding discount), Price unit, Profit margin (of the current price), Order quantity and Warehouse.

    Change info
    You can change information in the following fields:

    Order qty
    Enter the quantity you want to book for the line.
    Whs
    Enter the warehouse from which the item will be picked and shipped. Tip: If you to want to ship all lines from an alternate warehouse, enter the warehouse code in the Whs field at the bottom right-hand corner of the panel. Click OK. Each line will be assigned to this warehouse.

    Click OK once you have made your changes.

    Book lines
    When you are ready to book you have two options:

    1. Select the quotation order line(s) you want to book and click Acc mark to accept all marked lines, or
    2. Do not select any lines and click Acc all to accept all lines. This will automatically book all of the quotation lines displayed on your panel.

    Note: If errors occur while booking the line(s), the system first displays the Work with sales quotation lines, Line details panel and highlights the error. After correcting the error, you will return to the Smart quotation entry session where processing of the order line(s) can continue. If there are no errors, the system updates the lines on the Work with sales quotation lines panel, but you remain in the Smart quotation entry session.

    Click Back to exit the Smart quotation entry session. You will see the lines that you just booked on the Work with sales quotation lines panel. You can now continue processing order lines as usual. See About sales quotations.

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