Setting Up Sales Quotation—Exercises

Enter Quotation Number Range

Purpose: The purpose of this exercise is to learn how to set the initial number so that quotations will be numbered consecutively as they are created.

Windows:
Coordinator Groups

  1. Click the Coordinator Groups window.
  2. Enter the coordinator group for which you want to create the quotation number range.
  3. Enter the first of the consecutive numbers in the Quotation Number field.
  4. Enter the first of the consecutive numbers in the Order Number field.
  5. Select Save.