Reviewing quote orders

Use Sales Credit Release Inquiry to review unapproved Quote Orders (QU) entered through a batch function.

In Sales Credit Release Inquiry, use the search function to find unapproved QUs. Expand the order to view Header and Credit Card History information. The information that is displayed for each quote is from Customer Setup. You can override the fields. To approve a QU, specify Y in the Approval field and save the record. Optionally, select the QU in the grid and then click Approve. In either case, the order remains a QU.

This inquiry does not display QUs entered in Sales Order Entry. To display QUs entered in Sales Order Entry, select Sales > Inquiry > Order and specify Quote in the Trans Types field on the Criteria view.