Cancel Quotation
Explanation
You can cancel an entire quotation by using Cancel Quotation in the Operations menu in
the Sales Quotation or
ales Quotations
windows. This activity can be performed from any status except Closed or status
Released where an order has been created from at least one quotation line.
If you only want to cancel a quotation line, in the tab
Sales
Quotation/Quotation Lines right-click the appropriate line, point to
Status and select Cancel Quotation Line. You can also cancel a line by
right-clicking it and/or choosing
Cancel Line in the Operations menu in the Sales Quotation Lines
window.
When a quotation line or entire quotation has been canceled, its status changes to
Canceled, and no further transactions can be performed.
Prerequisites
For an entire quotation;
- The quotation header must be in a status other than Closed.
- An order must not have been created for any of the quotation lines.
For a quotation line;
- An order must not have been created for the particular quotation line.
- The quotation line should only have a
connection to pack size charge type charge line in the
Sales Quotation/Charges
tab. If a connection is available to any other type of a
charge line, the charge line will have to be deleted first.
System Effects
The status for the quotation or quotation line is updated to Canceled and no further
transactions can be performed.
Window
Sales Quotation
Sales Quotations
Sales Quotation Lines
Related Window Descriptions
Sales Quotation
Sales Quotation/Quotation Lines
Sales Quotation
Sales Quotation Lines
Procedure
To cancel an entire quotation:
- Use the Populate or Query function to display the appropriate quotation in the
Sales
Quotation window or Sales Quotations
window.
- To cancel an entire quotation, select Cancel Quotation in the Operations menu or in the
right mouse button menu in the upper part of the
Sales Quotation
window.
To cancel a quotation line:
- Use the Populate or Query function to display the appropriate quotation in the
Sales
Quotation window or Sales Quotation Lines
window.
- Select the quotation line in question. Select Cancel Line in the Operations menu in the
Sales Quotation Lines window or Cancel Quotation Line by
pointing to Status in the right
mouse button menu in the
Sales Quotation/Quotation Lines tab
window.