Quotation list
[Quotation list] searches quotation voucher data and outputs it to a form in accordance with the conditions set up.
→To Operation Procedure
Screen Transition
[Sales Order Module]
↓
[Forms]
↓
[Quotation List]
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[Quotation list] screen
Item Setup
[Searching Items]
The searching conditions can set up in detail using the [Header] tab and the [Detail] tab.
The items that can be entered using [Entry] can be set up in searching conditions.
This section will only explain items for which a special explanation is needed, such as items that do not appear on the [Entry] entry screen.
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Status
The "Status" for the vouchers to be searched can be selected from "Quotation", and "Sales order". It is also possible to make multiple selections. All vouchers are search objects when searching with all check boxes switched off.
[Sort]
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Entry date, Quotation No.
This displays the search results and sets up the output order. It is possible to select from "Entry date" order or "Quotation No." order.
[Output Type]
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Header, Header + detail
This sets up the data to be included when displaying and outputting search results. Select either of [Header] or [Header + details].
When "Header":
Only the header information of the voucher data will be output.
When "Header + detail":
Both header information and detail information of the voucher data will be output.
[Output Name]
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Name 1, 2
This selects the [Name] used when displaying and outputting search results from Name 1 and Name 2 using the option button.
[Other]
- Macro file name, Macro
This sets up the macro file and macro name when applying Microsoft-Excel macros at output.
[Buttons]
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Browse
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Start
Click and the [Output destination] screen will appear. Select from "Excel format" or "CSV format" for the output destination of the form.
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Clear
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Exit