Cancel Quotation

Explanation

You can cancel an entire quotation by using Cancel Quotation in the Operations menu in the Sales Quotation or ales Quotations windows. This activity can be performed from any status except Closed or status Released where an order has been created from at least one quotation line.

If you only want to cancel a quotation line, in the tab Sales Quotation/Quotation Lines right-click the appropriate line, point to Status and select Cancel Quotation Line. You can also cancel a line by right-clicking it and/or choosing Cancel Line in the Operations menu in the Sales Quotation Lines window.

When a quotation line or entire quotation has been canceled, its status changes to Canceled, and no further transactions can be performed.

Prerequisites

For an entire quotation;

• The quotation header must be in a status other than Closed.
• An order must not have been created for any of the quotation lines.

For a quotation line;

• An order must not have been created for the particular quotation line.
• The quotation line should only have a connection to pack size charge type charge line in the Sales Quotation/Charges tab. If a connection is available to any other type of a charge line, the charge line will have to be deleted first. 

System Effects

The status for the quotation or quotation line is updated to Canceled and no further transactions can be performed.

Window

Sales Quotation
Sales Quotations
Sales Quotation Lines

Related Window Descriptions

Sales Quotation
Sales Quotation/Quotation Lines
Sales Quotation
Sales Quotation Lines

Procedure

To cancel an entire quotation:

1. Use the Populate or Query function to display the appropriate quotation in the Sales Quotation window or Sales Quotations window.
2. To cancel an entire quotation, select Cancel Quotation in the Operations menu or in the right mouse button menu in the upper part of the Sales Quotation window.

To cancel a quotation line:

1. Use the Populate or Query function to display the appropriate quotation in the Sales Quotation window or Sales Quotation Lines window.
2. Select the quotation line in question. Select Cancel Line in the Operations menu in the Sales Quotation Lines window or Cancel Quotation Line by pointing to Status in the right mouse button menu in the Sales Quotation/Quotation Lines tab window.