Sales Order > Sales Order > Cancel Open Sales Quote

The Cancel Open Sales Quote function allows you to simultaneously cancel all or a number of open sales quotes. You may cancel any sales quotes as long as they have open order quantities.

Note: Various drillable fields are available in this function screen. When you click a drillable field, the system automatically displays the corresponding Maintenance function screen. When you drill-down any SO#, the system displays the corresponding sales order.

To cancel open sales quotes, perform the following steps:

1.Access the Cancel Open Sales Quote function from the Quote group in the Transactions menu.

2.In the Selection Criteria area, perform the following:

2.1. Enter the filter criteria that the system will use to generate the list of open sales quotes from where you will select the open quotes to cancel. Click the List box button beside each field and select either All, Range or List options. If you select Range, provide a range of values in the applicable From/To fields; enter the actual values if you select the List option.

•Customer #

•Salesperson

•Sales Quote #

•Quote Date

2.2. You may also enter in the Cancel Reason field the reason code that will become the default reason code for each line item in the succeeding Cancel Open Sales Quote grid.

2.3. Click the OK button to proceed. The system will then display in the grid beneath the Selection Criteria area the open quotes that meet the specified filter criteria.

3.In the Cancel Open Sales Quote grid, perform any of the following to select the open quotes to cancel:

•Mark the Cancel checkbox that corresponds to the open sales quote that you want to cancel. Do this to all open quotes in the grid that you want to cancel. The Cancel checkbox is in the left-most column in the grid.

•To cancel all open quotes in the grid, mark the checkbox in the grid's column header which will automatically mark all the checkboxes under the column.

4.If you want to review the details of the open sales quote before you cancel it, click the Show () button that corresponds to the sales quote to display the Details tab.

5.Enter in the Reason column the Reason Code for each line item in the sales quote selected for cancellation. Alternatively, you may also enter in the Cancel Reason field in the Selection Criteria area a reason code that will used as the default reason code for each line item in the succeeding Cancel Open Sales Quote grid.

Note: If a reason code was not specified for a line item in the sales quote chosen for cancellation, that line item will not be saved in the Lost Sales Quote file.

6.When you are ready to cancel the selected open sales quotes, click the Save button; otherwise, click Cancel to disregard your entries. Once you have saved the transaction, AccountMate will display a message box informing you of the total number and amount of open sales quotes that are cancelled. Click the OK button to close the message box and return to the Cancel Open Sales Quote function screen.

Q. How can I cancel open sales quotes in AccountMate?

A. AccountMate provides multiple ways to cancel open sales quotes. The following are the functions that enable you to do so:

•To cancel multiple open sales quotes simultaneously, use the Cancel Open Sales Quote function.

•To cancel a single open sales quote, use the Cancel button in the Create Sales Quote function.

Cancel Open Sales Quote

Cancel Open Sales Quote

See Also