Difference between revisions of "How do I delete old stock quotations?"
From Catalyst
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== More Information == | == More Information == | ||
| − | Go to | + | Go to {{Menu|Systems|{{ST}}|Invoicing & Customer Orders}}. |
* Enter the Account code of the customer for whom you want to find the old quotation. | * Enter the Account code of the customer for whom you want to find the old quotation. | ||
* From the {{DataPrompt|Account}} field, press {{KeyPress|F3}}. | * From the {{DataPrompt|Account}} field, press {{KeyPress|F3}}. | ||
* This will bring up a list of quotes saved against this account. | * This will bring up a list of quotes saved against this account. | ||
| + | * When you click on a quote it will show the details in the review section at the bottom of the screen. | ||
| + | * Once you have found the quotation you wish to remove, press {{KeyPress|F10}} or click {{Button|Delete}}, click {{Button|Yes}} to delete the quote. | ||
| − | + | == Automatic Quote Cleardown == | |
| + | It is possible to have the system automatically cleardown old quotations after they have been on the system for a number of months. | ||
| − | + | To setup this cleardown period go to {{Menu|{{ST}}|Maintenance Options|Stock Parameters|Quotation Parameters}} | |
| + | *Set the {{DataPrompt|Quotation Cleardown}} to the number of months, after which, quotations should be automatically removed. | ||
== See also == | == See also == | ||
Revision as of 11:37, 24 December 2010
Summary
This article explains how to search for old quotations in Stock Control and retrieve/remove/amend them accordingly.
More Information
Go to " Systems Stock Control Invoicing & Customer Orders".
- Enter the Account code of the customer for whom you want to find the old quotation.
- From the "Account" field, press <F3>.
- This will bring up a list of quotes saved against this account.
- When you click on a quote it will show the details in the review section at the bottom of the screen.
- Once you have found the quotation you wish to remove, press <F10> or click [Delete], click [Yes] to delete the quote.
Automatic Quote Cleardown
It is possible to have the system automatically cleardown old quotations after they have been on the system for a number of months.
To setup this cleardown period go to " Stock Control Maintenance Options Stock Parameters Quotation Parameters"
- Set the "Quotation Cleardown" to the number of months, after which, quotations should be automatically removed.
See also
