Editing a Customer Request for Quote

Customer sales quotes can only be deleted if no items have been received from the request for quote. If any items have been received, the corresponding purchase/receipt must be removed before the request for quote can be deleted. In this case, the request for quote should be closed. See Closing a request for quote. Closing a request for quote will remove all remaining 'quantity on order' quantities from inventory.

  1. From the Customers Menu, select Request for Quote. The request for quote form will load.
  2. Press the Open button and a popup will appear listing the Request for Quotes for the current period. Select the sales order to be deleted and the sales order form will be filled in.

    NOTE: Use the period pull down and search box to facilitate locating the desired request for quote.
  3. Press the Delete button and confirm the action on the confirmation popup.

When a request for quote is deleted, the journal entry is removed from the database and the quantity on order values are readjusted. This action will not affect the income statement or balance sheet since a request for quote represents an allocation of inventory and not an actual purchase (monetary transaction).

Related Topics

Request for Quotes

Enter a customer request for quote
Delete a customer request for quote
Closing a request for quote