Access
-
Log In to the Data Center Application to display the Data Center ribbon menu.
-
Select Purchasing > Sales Orders and Quotes from the main menu to display the Sales Orders and Quotes screen.
Note: A user must be granted the Purchasing permission to view/use this feature.
Procedures
Features
|
Date Range fields |
Enter starting and ending dates in the Date Range fields to display only sales orders and quotes from a specific time frame. (Items are filtered according to their Order Date values.) |
| All Dates checkbox | Check the All Dates checkbox to display sales orders from all dates. Uncheck the All Dates checkbox to activate the Date Range fields. |
| Submit button |
Click the Submit button to activate the selected list restrictions (Date Range and All Dates). |
| New Sales Order button |
Click the New Sales Order button to display a blank Sales Order Details screen.
|
| New Quote button |
Click the New Quote button to display a blank Quote Details screen.
|
|
|
| Details button |
Click a sales order's Details button to display its details on the Sales Order Details screen. Click a quote's Details button to display its details on the Quote Details screen. |
| Delete button |
Click a sales order's or quote's Delete button to remove the item from the screen and delete it from the system. |
