Parts Sale Order (Quote) Window
Reference: 23749
Details
In Parts Sale Order (Quote) Window, changes have been made for enhanced usability and visual presentation. Refer below sections for details of changes.
Changes in Tabs
Renaming of Tabs
In the Parts Sale Order (Quote) window the below listed tabs have been renamed.
Tab Previous Name | Tab Current Name |
Information | Main |
Payment | Payment Info. |
Shipping | Shipping Info. |
Sub total | Other Charges/ Summary |
New Tab Added
A new tab 'Defaults/ Taxes has been in the Parts Sale Order window list.
Fields present in Defaults / Taxes Tab.
Tax Info fields.
Destination
Origin
Is Taxable (check box)
Tax Details section (displays list of tax schedules applied for the order).
Changes in Fields
Addition of new fields
| Field | Description | Tab Name |
1 | Customer | Displays Order Customer / Allows to change order customer. | Main Tab (previously Information tab) |
2 | Sales Person | Displays Order Salesperson / Allows to change order customer. |
Repositioning of fields
The below listed fields and sections have been repositioned to other tabs.
| Field | Field Previous Location | Field Current Location |
1 | Tax Details section | Sub Total Tab | Defaults / Taxes |
2 | Tax Info fields
| Sub Total Tab | Defaults / Taxes |
3 | Expense Branch | Information Tab | Payment Info. |
4 | Will Call (Check box) | Shipping Tab | Main Tab |
5 | Ship Complete (Check box) | Shipping Tab | Main Tab |
6 | PO No | Payment Tab | Main Tab |
Removal of Fields
The below mentioned fields has been removed from within the Order Tabs.
| Field | Comments |
1 | Equipment Salesperson | Fields present in Main Tab (previously Information Tab). |
2 | Parts Salesperson | |
3 | Version | |
4 | Revision |
Changes in Tool Bar Icons
Removal of Icons from Tool Bar
The below listed icons have been removed from the Tool Bar icon list.
| Icon | Feature | Feature - Alternative Access Location |
1 |  | Enter Items | Actions Menu - Enter Items |
2 |  | Equipment Search | Search Inventory feature can be used for performing Equipment search. |
3 |  | Comments | Order line - Right click menu - Comments |
4 |  | Assign | Actions - Assign |
5 |  | Expand / Collapse | Order Line - Right Click Menu - Expand / Collapse. |
6 |  | Find | Edit Menu - Find |
7 |  | Paste | Edit Menu - Paste |
8 |  | Copy | Edit Menu - Copy |
9 |  | Cut | Edit Menu - Cut |
Illustration - Parts Sale Order (Quote) Window - After Change
Figure 1.0 Equipment Order (Quote) Window - Tool Bar
Figure 1.1 Main Tab
Figure 1.2 Customer Tab
Figure 1.3 Billing info Tab
Figure 1.4 Shipping Info Tab
Figure 1.5 Defaults/Taxes Tab
Figure 1.6 Freight Tab
Figure 1.7 Other Charges/Summary Tab
