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Equipment Sale Order Quote Window

Reference : 23749

(V 02.00.07-00)

Details

In Equipment Sale Order (Quote), changes have been made for enhanced usability and visual presentation. Refer below for details of changes.

Addition of New Tab

A new tab 'Defaults/Taxes has been in the Part 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)

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

PO No

Payment Tab

Main Tab

2

Tax Details section

Sub Total Tab

Defaults/Taxes

3

Is Taxable (check box)

Sub Total Tab

Defaults/Taxes

4

Tax  Info fields

  • Destination

  • Origin

Shipping Tab

Defaults/Taxes

5

Expense Branch

Information Tab

Payment Info

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

image-20240728-224343.png

Enter Items

Actions Menu - Enter Items

2

image-20240728-224352.png

Equipment Search

Search Inventory feature can be used for performing Equipment search.

3

image-20240728-224412.png

Comments

Order line - Right click menu - Comments

4

image-20240728-224423.png

Assign

Actions - Assign

5

image-20240728-224434.png

Expand / Collapse

Order Line - Right Click Menu - Expand / Collapse.

6

image-20240728-224444.png

Find

Edit Menu - Find

7

image-20240728-224453.png

Paste

Edit Menu - Paste

8

image-20240728-224502.png

Copy

Edit Menu - Copy

9

image-20240728-224512.png

Cut

Edit Menu - Cut

Illustrations - Equipment Order (Quote) Window - After Change

Figure 1.0 Equipment Order (Quote) Window - Tool Bar

image-20240728-224530.png

Figure 1.1 Main Tab

image-20240728-224539.png

Figure 1.2 Customer Tab

image-20240728-224551.png

Figure 1.3 Billing info Tab

image-20240728-224601.png

Figure 1.4 Shipping Info Tab

image-20240728-224612.png

Figure 1.5 Defaults/Taxes Tab

image-20240728-224623.png

Figure 1.6 Other Charges/Summary Tab

image-20240728-224635.png

 

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