Display Lines of a Sales Quote

Use the Sales Quote Line Inquiry (OQQ) program to display a summarized imported sales order, sales quote, or order created when you transfer a project or process a repetitive billing. See Road Map for work flow.

Note
If you accessed this program from another program, skip step 1.

Enter the number of the quote that you want to display or click the Lookup icon and use the standard lookup options to select the quote from a list.

The program displays these fields:

Field Name

Displays

Order no

The number assigned to this quote or imported order

Cust no

The customer number

Ship-to no

The ship-to number the customer wants you to ship to

Dest cust no

The customer's number if you are shipping to the bill-to address or the number of the customer's customer if this is a dealer who wants you to ship directly to the end user

Date wanted

The date the customer wants the items to be shipped

Sales branch

The branch that entered this quote or imported this order

Cust PO no

The customer's purchase order number

Cust name

The customer's name

Ship-to name

The customer name for this ship-to address

Dest cust name

The customer's name if you are shipping to the bill-to address or the name of the customer's customer if this is a dealer who wants you to ship directly to the end user

Net amount

The net amount ordered: ((Quantity ordered x Selling price) - Line discount) - Order discounts

Price code

The price code assigned to this customer in the Customer Maintenance (CM) program

Tax

The tax rate that applies to this customer and order

Status

Status of this quote or imported order:

Transfer to [order number]	Transferred to a sales order
New order	New quote or order that has not been transferred

For each line, the program displays these fields:

Field Name	Displays
Ln	The line number
Item no	The number of the item
Qty ordered	The quantity that the customer wants to order
UOM	The sales unit of measure for this item
Stk UOM	The stocking unit of measure for this item
Selling price	The price of one unit
Extended amount	The total price of this line: Quantity ordered x Selling price
Date ent	The date the quote was entered or the order was imported
Date prom	The date you promised to ship the item to the customer
Exp ship	The date you expect to ship the item
Description	The description of the item ordered on this line

Choose the appropriate options:

To	Do This
Print the line listing	Click Print. See Print an Inquiry.
Display the quote header	Click Header. See Display a Sales Quotation. Click OK to return to this program.
Display the sales order if this quote or imported order has been transferred	Click Order. See Display a Summarized Sales Order. Click OK to return to this program.
Display the customer's record	Click Cust inq. See Display a Customer Record. Click OK to return to this program.
Display the customer's credit record	Click Credit inq. See Display a Customer's Credit Record. Click OK to return to this program.
Exit this quote	Click OK.
Exit and return to the menu	Click Exit.