Update Quotations
This page describes the 'Update Quotations' Maintenance function in the Quotations module.
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The 'Update Quotations' function will update selected Quotations with the latest details from the Item, Price and Contact registers.
Quotations
- Range Reporting
Numeric
- To update particular Quotations, enter a Quotation Number or a range of Quotation Numbers here. Every Quotation in the range will be updated, including those that have been marked as Accepted or Rejected.
- Customers
- Paste Special
Customers in Contact register
- Range Reporting Alpha
- To update the Quotations that you have issued to a particular Customer, enter their Customer Number here. You can also enter a range of Customer Numbers separated by a colon (:).
- Quotation Class
- Paste Special
Quotation Classes setting, Quotations module
- To update the Quotations that belong to a particular Class, enter a Quotation Class here.
- Item
- Paste Special
Item register
- To update the details of a particular Item in each Quotation, enter its Item Number here.
- Update
- Use these options to determine the information that is to be updated by the function.
- Item Info
- If you select this option, Item details in the selected Quotations will be updated with the latest information from the Item, Price and Discount Matrix registers. Prices, Cost Prices and Sales Accounts will be updated as well as Item Names and Descriptions.
- Customer Info
- Details taken from the Contact record for the Customer including Name, Address, Payment Terms, Objects, Currency, Price List and Language will be updated. If the Currency or Price List is changed, the prices already in a Quotation will not be updated, unless you choose the Item Info option above as well.
Press the [Run] button to start the updating process.
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Maintenance functions in the Quotations module:
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