The Quote Progress frame is a query frame that allows you to search for and view the current status of a quote on a work request. You can filter on a variety of selection criteria including: Unit or Dept number, Quote Description, Expiration Date, Quote No., Status, Needed between, days ago and days from now.
You have to enter a value in at least one field. This query cannot be run without any criteria entered. After you have finished entering your criteria, select the Retrieve button to run the query.
The i-frame displays the Quote number, Unit/Dept No., Status, Required Date, Estimate Total, Total Expenditures, Ratio, and Current Location for each quote record that matches your selection criteria.
To run a different query, select the Clear button in the Selection Criteria section to clear out your existing filters. Enter new selection criteria and select the Retrieve button to display the new results.
Quote Management Quick Reference Guide
Last Updated: 12/14/2016
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.