Create a Client Quote from an Existing Client Quote

Use this activity to create a client quote from an existing client quote.

Activity Steps

1. Access the CCCLNT—Client application from the main menu or quick launch to display the CCCLNT—Search Client screen.
2. Enter the relevant search criteria and click Search.

   Clients that match the criteria display in the grid.

3. Open the required client to display the CCCLNT—Client Detail screen.
4. Select the Invoicing tab.
5. Select the Quotes sub-tab.

   Client quotes display in the grid.

6. Select the row containing the quote.
7. Click the Save As row flow option.

   The Dialog Box—Save As displays.

8. Enter the Client Quote Code.

   If not supplied by the user, the code is generated from the laboratory's Quote Code Pattern and Quote Last Used Number.

9. Click OK.

   The client quote is copied and displays in the grid. The destination client quote links to the same base quote as the source client quote.