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Procedure documentationUpdating Sales Quotations

 

After you create a sales quotation, you can update it, as long as no higher level documents have been created with reference to that sales quotation. Some of the possible changes include:

  • Delete, add, and duplicate rows

  • Update prices and discounts

  • Update quantities

Procedure

Cancelling and Closing Sales Quotations

If you stop the sales process before you copy the sales quotation (fully or partially) to a higher level sales document, such as a delivery or A/R Invoice, you can cancel it:

  1. Choose Start of the navigation path Sales – A/R Next navigation step Sales Quotation End of the navigation path and find the sales quotation you want to cancel.

  2. In the menu bar, choose Start of the navigation path Data Next navigation step Cancel End of the navigation path.

    The status Cancelled appears in the header of the sales quotation and in the Journal Remark field on the Accounting tab.

Closing Sales Quotations

If you have partially copied a sales quotation to a higher level sales document, you can only close it.

  1. Choose Start of the navigation path Sales – A/R Next navigation step Sales Quotation End of the navigation path and find the sales quotation you want to close.

  2. In the menu bar, choose Start of the navigation path Data Next navigation step Close End of the navigation path.

    The status Closed appears in the header of the sales quotation.

Result

In both cases the sales quotation is not deleted. You can still display and duplicate it, but you cannot change it or copy it to a higher level sales document.

The system does not display cancelled or closed sales quotations in the Open Items List report.

More Information

Sales Quotation