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  13. Book quotation lines from...

Book quotation lines from warehouse balances

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  1. Select the Work with sales quotations menu item, highlight the applicable sales quotation and select the Lines option.
  2. On the Work with sales quotation lines panel, click the Smart entry function key.
  3. On the Smart quotation entry panel, click the Whs bal tab.
  4. You access the Smart quotation entry, Warehouse balance panel. By entering information in the selection fields at the bottom of the panel, you will receive a list of the balances for all warehouses activated for the requested item.
    5. Item
    Enter the Item code for which you want to view warehouse balances.

    Tip: Enter the minimum available quantity in the Quantity field to display only those warehouses with at least the specified available quantity.

    Click OK.

    A list of warehouses are displayed on the same panel.

    View different information
    You can also click the Shift info function key to toggle different sets of information for the order line:

    • In default mode: Warehouse, Description, Unit, Available quantity, Order quantity and Warehouse.
    • After clicking Shift info once: Current selling price (excluding discount), Price unit, Profit margin (of the current price), Order quantity and Warehouse.

    Enter information in the following field:

    Order qty
    Enter the quantity you want to book for the line.

    Book lines
    When you are ready to book you have two options:

    1. Select the quotation order line(s) you want to book and click Acc mark to accept all marked lines, or
    2. Do not select any lines and click Acc all to accept all lines. This will automatically book all of the quotation lines displayed on your panel.

    Note: If errors occur while booking the line(s), the system first displays the Work with sales quotation lines, Line details panel and highlights the error. After correcting the error, you will return to the Smart quotation entry session where processing of the order line(s) can continue. If there are no errors, the system updates the lines on the Work with sales quotation lines panel, but you remain in the Smart quotation entry session.

    Click Back to exit the Smart quotation entry session. You will see the lines that you just booked on the Work with sales quotation lines panel. You can now continue processing order lines as usual. See About sales quotations.

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