Maintain
Memorized Quotes
How Do I...
You can enter and save customer quotes for
later use. For example, if you have many customers who request the same goods and/or services from you, you can create a memorized quote that will save you time in repetitive data-entry
tasks.
Learn More
Entering
and using memorized quotes
To enter a memorized quote,
- Select Maintain, Memorized Transactions, Quotes.
- Enter a transaction ID and
description that describes the transaction.
- Enter the quote information.
- When finished, select Save to
record the memorized transaction for later use.
Note: Memorized transactions are not posted to journals or the general ledger.
Not all quote fields are maintained in memorized transactions. Once the memorized quote is selected for use in the Quotes window, you must enter unique fields such as the quote number and date.
Enter
and use memorized quotes
Memorizing
existing quotes
You don't have to create a memorized quote from scratch;
you can memorize an already existing transaction as well.
Memorize
existing quotes
Using
memorized quotes while working in the Quotes window
Once you set up memorized quotes, you can select and use
them in the Quotes window. Just click the drop-down arrow to the right
of the List button. Then, click Select.