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Juhend HansaWorld Enterprise'i versioonile 8.4  

Operations Menu - Quotation - Cancel Approval Request

This page describes the 'Cancel Approval Request' function on the Operations menu in the Quotation record window. If you are using iOS or Android, the 'Cancel Approval Request' function is on the Tools menu (with 'wrench' icon).

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If a Quotation needs to go through an approval process before you can print it or create Orders and other records from it and you have started that approval process by selecting 'Request Approval' from the Operations menu (Windows/Mac OS X) or Tools menu (iOS/Android), you will no longer be able to modify the Quotation. So, if you realise the Quotation contains an error, you must cancel the approval process before you can correct the error. To do this, open the Quotation and choose 'Cancel Approval Request' from the Operations or Tools menu. You will now be able to amend the Quotation and then restart the approval process by once again choosing 'Request Approval'.

If you cannot cancel the approval process, the probable reasons are:

• The Approval Status of the Quotation (visible on the 'Inv. Address' card) is not Pending.
  

• You may have configured the approval process (using the Approval Rules register in the Business Alerts module) so that it does not allow cancellation.
  

• You cannot cancel the approval process if at least one Approval Person has approved the Quotation.

Please refer to the description of the Approval Status field on the 'Inv. Address' card of the Quotation window for brief details of the approval process and here for full details.

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The Quotation register in Standard ERP:

• Introduction
  

• Entering a Quotation
  

• Controlling Prices in Quotations
  

• Inspecting and Changing Quotations
  

• Printing Quotations
  

• Operations Menu, including:
  
  • Item Search
    

  • Customer Status
    

  • Quotation Status
    

  • Recalculate Discount
    

  • Recalculate Weight and Volume
    

  • Update Currency Price List Items
    

  • Open Tax Matrix
    

  • Manager's Discount Override
    

  • Request Approval
    

  • Cancel Approval Request
  
  
• Create Menu
  

• Row Menu

Go back to:

• Home page for Quotations module manual
  

• Home page for Standard ERP manual

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